In the body of the email, please be sure to include your Redtail Username and the first two Contact Names listed on the spreadsheet - we need this information for verification purposes, and will not be able to start your import without it. This video shows you how to export contacts from Microsoft Outlook to a CSV file, which can be opened by Excel and later saved as an XLSX file. Select Import from Another Program or File and then click the Next button.
From there, select Open & Export > Import/Export. Import Contacts from a CSV File into Outlook Open Outlook and then click on File to open the menu. From the ribbon bar, click File -> Options From the left panel, choose Advanced, look for the Export session. > For additional information, please see the Import Spreadsheet Guide at the bottom of this article or CLICK HERE for FAQ's > When your spreadsheet is ready, please attach it in an email to. The contacts are ready to be imported into Outlook. The following information outlines some of the frequently used fields for this type of import. in the form of an Excel spreadsheet, you must first save it in CSV format before you can import it into your Outlook address book. The software will preview all the content of browsed XLS file. Importing contacts into Outlook: Step-by-step instructions for desktop clients and web app. Hit a click on Browse button and select the Excel file from which you want to import contacts. Our Welcome Team is happy to assist you with importing your Contact/Client Information from an Excel Spreadsheet! You will find our Formatted Spreadsheet available for download at the bottom of this page. Importing email addresses from Excel to Outlook involves the following steps: Download and run Excel to Outlook Converter.