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- HOW TO IMPORT CSV CONTACTS INTO OUTLOOK MAC HOW TO
- HOW TO IMPORT CSV CONTACTS INTO OUTLOOK MAC UPDATE
Groups - multiple groups allowed (available on Premium Plan).Origin Source (lead source, or referred by).Spouse Phone Number‡ - multiple phone numbers allowed.Spouse Email‡ - multiple emails allowed.Phone Number - multiple phone numbers allowed.Email (*recommended, used to auto-merge duplicate contacts) - multiple emails allowed.It is recommend to name your header columns similar to these, as it will make it much easier to map the columns in Step 3. Remember, be sure to save it as a CSV file.īelow is a list of all the contact information that can be imported into RealOffice360 CRM.
HOW TO IMPORT CSV CONTACTS INTO OUTLOOK MAC UPDATE
Excel, Sheets or Numbers) to purge unwanted contacts, update missing data and update the header column names. To do this, open the file in a spreadsheet program (eg.
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It is recommend to clean up your CSV file before importing.
HOW TO IMPORT CSV CONTACTS INTO OUTLOOK MAC HOW TO
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Follow the instructions provided to export contacts as a CSV file.Search the help center or contact technical support.Go to the website for your specific product.(b) If your contacts are in a CRM, email or another program: Use the "Save as" or "Export" function in your spreadsheet program to save it as a CSV file.Be sure the first row is a header line with columns names (see supported fields below).(a) If your contacts are in a spreadsheet: Otherwise, select the option below that best describes where you want to export your existing contacts from. If you have a CSV file already, jump ahead to Step 2 below. As the first step you will need to export your contacts from your other program or device.