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
- Navigate to theContactstab in Contract Express and clickImport contact.
- Drag and drop or browse for the CSV file and clickUpload.
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.