How to import contacts into your CRM with Microsoft Outlook contacts

Please click here to find out how to export out your contacts from Outlook version 10:

If you have another version of Outlook then check on the Microsoft website for help:

Once you have exported out the data it will save into a .CSV file.  You will need to check the column headings with our data import template to ensure they are the same or if they are not then you need to edit them BEFORE you import the data into your CRM account. 

Please click here to watch a short video on importing your data. 

Please click here to download the data import templates.