This article explains how to import your contacts from Outlook into LawPay Pro using our Contact Import Spreadsheet.
Importing Contacts from MS Outlook
- Export Contacts from Outlook in a CSV format
- Go to the Contacts tab.
- Select Impoort Contacts.
- Import CSV into LawPay Plus by selecting the Import Contacts button.
- Make sure you choose the option marked 'CSV (including Outlook).
- Drag the file or click browse to add the file from your computer.
- Select the Import Contacts 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.)