How to Import Outlook Contacts to Salesforce?
Jackson Strong | April 23rd, 2023 | Email Migration
In this article, I will be helping you guys in importing Outlook contacts to Salesforce. People find Salesfornce interface quite complicated and need technical assistance for understanding the features.
Stay with this tutorial and you will be surprise to know how easy it was to transfer Outlook Contacts to Salesforce.
Users who want to know how to export contacts from Outlook then below are the steps.
- Open Outlook in your pc.
- Go to File and navigate to Open and Export >> Import and Export.
- Select Export to a file.
- Choose CSV option from the list and click Finish.
Outlook will export your Contacts to .csv file, now you have to import this file in Salesforce.
Steps to Import Outlook Contacts to Salesforce are;
1. Open Salesforce account and search for Data Import Wizard.
2. Now, click Lanuch Wizard button as shown below.
3. Either you can drag your Contact.csv file or click Outlook CSV from menu.
4. Browse and add Outlook Contact CSV file. After adding the file click Next button.
5. You can edit or modified the contact field, (but its better remain in default format) then click Next.
6. Now, click Start Import button.
Now Salesforce will strat importing Outlook Contacts in few moments.
Unable to Export Contacts from Outlook?
Solution: If you are having trouble with Outlook to export contacts, you can go for Outlook PST Converter software. This tool will export contacts to CSV and VCF file. Also, with this tool you can extract emails, contacts cand calendar from Outlook. On the other hand, the software allows you to export Outlook emails to PDF, EML, MSG, MBOX, DOC, HTML, Gmail, Yahoo Mail, Office 365 and sources.
Watch Video Tutorial
Hope the above article helped users to import Outlook contacts to Salesforce.