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Importing Contacts from MS Outlook

This article explains how to import your contacts from Outlook using our Contact Import Spreadsheet.

Updated today

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Importing Contacts from MS Outlook

  1. Export Contacts from Outlook in a CSV format

  2. Go to the Contacts tab.

  3. Select Import People.​

  4. Drag the file or click browse to add the file from your computer.

  5. Select the Import button.​

IMPORTANT NOTES:

  • Sometimes Outlook adds a row at the top of the CSV file - you need to make sure the header row is the first row in the file. This includes the row that has the first name and last name).

  • Outlook exports all of your companies and contacts into the same CSV file. When you import, contacts and companies must be imported separately [Contact & Company templates are available here].

  • After uploading, your import file will be placed in a queue and processed within a few minutes. You can leave this page and work on other areas during the import.

  • Imported contacts are assigned to a group named Unfiled. You must assign your contacts to the appropriate groups (client, judge, witness, etc.)

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