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Migrate Microsoft Outlook data to Virtual Office CS or SaaS

Follow these steps to export PST files from a local installation of Microsoft Outlook and then import the PST files into the Virtual Office CS or Software as a Service (SaaS) installation of Outlook.
  1. Part 1: Export data from your local installation of Microsoft Office
    Follow these steps to export PST files from a local or network installation of Microsoft Outlook. The steps required to do this vary depending on the version of Outlook installed on your computer.
  2. Create a folder on your local hard drive:
    1. Double-click the
      My Computer
       icon.
    2. Double-click the
      C:\ drive
      .
    3. Select
      File
      ,
      New
      , then
      Folder
      .
    4. Name the folder
      Outlookbackups
      .
  3. Open Microsoft Outlook.
  4. Depending on your version of Outlook, select either
    File
    Open
    Import
     or
    File
    Open & Export
    Import/Export
    .
  5. In the Import and Export Wizard, select
    Export to a file
    , then
    Next
    .
  6. In the
    Create a file of type
     list, select
    Outlook Data File (.pst)
    , then
    Next
    .
  7. In the
    Select the folder to export from
     list, select the Outlook folder with the data you want to export.
    note
    If you select the top-level folder, Outlook will export all mail and contacts.
  8. Make sure the
    Include subfolders
     checkbox is marked, then select
    Next
    .
  9. Select
    Browse
     and go to the
    C:\Outlookbackups
     folder you created in step 1.
  10. Enter
    Outlook PST backup
     in the
    File name
     field and select
    OK
    .
    note
    Entering a more specific name for the PST helps you to easily identify the file when you import it into Virtual Office CS or SaaS Outlook.
  11. Select
    Finish
    .
    The
    Create Outlook Data File
     window opens. You can enter a password for the PST file, then select
    OK
    . If you don't want to password protect the PST file, leave the fields blank and select
    OK
    .
    Depending on the size of the PST file, it may take several minutes for Outlook to create the export file.
  12. To export more PST files or contacts, repeat steps 3 through 10. In step 9, make sure to enter a unique name for the export file.
  13. Close the local installation of Microsoft Outlook.
    important
    If you don't close the local installation of Outlook, you might not be able to import the PST files into Virtual Office CS or SaaS Outlook. If this happens, you'll receive a message that Outlook couldn't access the PST file when you attempt to import the file.
  14. Part 2: Import PST files into Virtual Office CS or SaaS Outlook 2021
  15. Open Outlook through Virtual Office CS or SaaS:
    1. Select
      Applications
       in the navigation pane.
      note
      If
      Applications
       isn't available, you don't have access to applications through your portal.
    2. Select the
      Microsoft Outlook
       icon.
  16. Create your email account and configure Outlook:
    note
    Complete this procedure only if the Microsoft Outlook Startup wizard opens when you open Outlook through Virtual Office CS or SaaS. If the wizard didn't start, skip to step 15.
    1. In the wizard, select
      Next
      .
    2. On the Email Accounts page, leave
      Yes
       selected to indicate that you want to create an email account.
    3. Select
      Next
      .
  17. Set up the PST file:
    1. Select the
      File
       tab in the ribbon.
    2. Select
      Info
      , the
      Account Settings icon
      , then
      Account Settings
      .
    3. Select the
      Data Files
       tab.
    4. Select
      Add
      .
    5. In the
      Create or Open Outlook Data File
       window, enter the name of the new PST file in the
      File name
       field.
    6. Optional: Mark the
      Add optional password
       checkbox if you want to create a password for the PST file.
    7. Select
      OK
      .
    8. Repeat steps 4 through 7 to create folders for more PST files or contacts you want to import.
    9. Select
      Close
      .
  18. Import the PST data:
    1. Select the
      File
       tab in the ribbon,
      Open
      , then
      Import
      .
    2. In the
      Import and Export Wizard
       window, select
      Import from another program or file
      , then
      Next
      .
    3. In the
      Select file type to import from
       list, select
      Outlook Data File (.pst)
      , then
      Next
      .
    4. Select
      Browse
      , the
      Folders
       arrow, then
      Computer
       to display your local and network drives.
    5. Go to the
      Outlookbackups
       file on your local C:\ drive, select the PST file, then
      Open
      .
      note
      • In the Virtual Office CS or SaaS environment,
        C$ on Client (V:)
         is your local C:\ drive.
      • If you entered a password for the PST file, you'll need to enter the password before Outlook will let you import the file.
    6. Select
      Next
      .
    7. In the
      Select the folder to import from
       list, select the folder where you want to import the data from the PST file.
    8. Make sure the
      Include subfolders
       checkbox is marked, that the
      Import items into the same folder in
       option is selected, and that
      Outlook Data File
       displays in the dropdown list.
    9. Select
      Finish
      .
      Depending on the size of the PST file, it may take several minutes for Outlook to import the data.
    10. Repeat this procedure to import data for more PST files.

This article applies to:

  • PRODUCT: Virtual Office CS
  • Subject: Import,Export

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