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Importing Contacts from MS Outlook
- Export Contacts from Outlook in a CSV format 
- Go to the Contacts tab. 
- Select Import People.β 
- Drag the file or click browse to add the file from your computer. 
- Select the Import button.β 
IMPORTANT NOTES:
- Sometimes Outlook adds a row at the top of the CSV file - you need to make sure the header row is the first row in the file. This includes the row that has the first name and last name). 
- Outlook exports all of your companies and contacts into the same CSV file. When you import, contacts and companies must be imported separately [Contact & Company templates are available here]. 
- After uploading, your import file will be placed in a queue and processed within a few minutes. You can leave this page and work on other areas during the import. 
- Imported contacts are assigned to a group named Unfiled. You must assign your contacts to the appropriate groups (client, judge, witness, etc.) 


