karmaCRM enables you to get your contacts from MS Office Outlook to KarmaCRM. To import contacts from your Outlook to Karma, there are two steps.
- Step 1: Export your outlook contacts to a CSV file
- Step 2: Import contacts from this CSV file, to your karma account
Step 1: Export Outlook Contacts to a CSV File
Note: The below screens appear depending on the version you use for MS Outlook
Open MS Office Outlook. Select File | Import and Export.
Select Export to a file option and click on Next button.
Select Comma Separated Values (Windows) and click on Next button.
Select the Contacts folder and click on Next button.
Select the location where you want to save this file. Click on Next button.
Click on Finish button and your CSV export is completed.
You can see that all contacts are saved in CSV file at the specified location. To import this contacts CSV file to karmaCRM, please see Step 2.
Step 2: Import contacts from this CSV file, to your karma account