In order to import contacts from Outlook 2007 to Livespace CRM, an export of the contact list from Outlook needs to be done. Then, an exported .csv file needs to be imported into Livespace.

It can be done with this instruction:

  1. Open Outlook 2010.Otworz Outlook
  2. From the Outlook ribbon, select File.
  3. Click Options.
  4. Click Advanced.
  5. Under the Export section, click Export.
  6. In the “Import and Export Wizard”, click Export to a file.
  7. Click Next.
  8. Under “Create a file of type”, choose Comma Separated Values (Windows).
  9. Click Next.
  10. Under “Select a folder to export from”, choose the contact folder you want to export.
  11. Click Next.
  12. Under “Save exported file as”, click Browse and select where you want to save the file.
  13. In the “File Name box”, type a name for the file.
  14. Click OK.
  15. In the “Export to a File” dialogue box, click Next.
  16. Click Finish.

Now all you have to do is import the file into Livespace.

In order to do that:

  1. Go to the Account settings.accsettings
  2. Select Import from the left-hand menu. importEN
  3. Press the Import new file button located on the right side of the window.

Import new file button in Livespace

4. In the window that opens, you can either drag and drop a .csv, .ods or .xls (.xlsx) file with data or you can simply click the Add a file button.Contact import in Livespace CRM    5. If you decide to go with the latter method, choose your file in the browser window and then press Open.Select contacts window in browser CRM

6. After the file has been uploaded, you will see the first rows of data from it.Field matching Livespace CRM     7. Match the rows from the file with the Livespace fields (the fields can belong either to the profiles of people or companies).Field matching 2 in Livespace CRM    8. Press on the Import contacts button to import the contacts from the file.Import contacts button in CRM    9. After the file has been successfully imported, a confirmation message will show. Click on the Continue button.Continue button in CRM   10. From now on, the newly imported contacts will be visible on your contact list.Contacts list tab in CRM

 

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