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Contacts

Importing contacts

Many email platforms, such as Gmail and Outlook, allow the Contacts list/address book to be exported in CSV format. The exported file may then be imported into Contract Express.

Exporting contacts in a CSV file

Export the Contacts list/address book in CSV format. For details on how to do this for Gmail and Outlook 2007, 2010, 2013 and 2016 please see https://support.office.com/en-us/article/Export-contacts-from-Outlook-10f09abd-643c-4495-bb80-543714eca73f. For other email platforms, an internet search along the lines of “export [chosen email platform] contacts to CSV” should provide instructions.

Importing contacts to the contacts list

  1. Navigate to the
    Contacts
     tab in Contract Express and click
    Import contact
    .
  2. Drag and drop or browse for the CSV file and click
    Upload
    .
note
Duplicates are not imported and importing contacts will add contacts to the list but will not replace any entries which may have already been created manually in Contract Express.

This article applies to:

  • PRODUCT: Contract Express