Back to Front
Transfer Contacts and Address Books to Front from Outlook
CRM
Learn to transfer contacts and address books from Outlook to Front. Make the switch effortlessly without losing valuable contact information.
1
Export Contacts from Outlook
To get started, first export your Outlook contacts into a CSV file.
1
Open Microsoft Outlook and go to the "File" tab.
2
Choose “Open & Export” then click “Import/Export.”
3
Select “Export to a file,” then choose “Comma Separated Values.”
4
Navigate to your Contacts folder and select it.
5
Choose a location on your computer to save the exported CSV file and click “Finish.”
2
Review the CSV File
Open the CSV file to ensure all your contacts are listed correctly.
1
Locate the exported CSV file on your computer.
2
Open it with a software that can read CSV files, like Microsoft Excel.
3
Make sure all fields and data are intact.
3
Import Contacts to Front
Navigate to the “Contacts” section.
1
Click “Import Contacts.”
2
Choose “CSV File” as the import method.
4
Upload the CSV File
- A new window will appear asking you to upload your CSV file.
1
Click “Choose File” and select the CSV file you exported from Outlook.
2
Click “Upload.”
5
Confirm and Monitor Import Progress
- A summary screen will show what will be imported.
1
Confirm if everything looks right and click “Start Import.”
2
A progress bar will appear to show the import status.
3
Wait until it reaches 100% to ensure that all contacts have been successfully imported.
6
Verify Imported Contacts in Front
Once the import is complete, go to the “Contacts” section in Front to verify that all contacts have been successfully transferred.
Well done! Your Outlook contacts and address books are now in Front, paving the way for streamlined communications.
