Import contacts from another source
To import contacts from a source other than Microsoft Outlook, you must first import the contacts to Outlook, and then import them from Outlook to Customer Manager.
To import contacts from another source, do both of the following:
Import to Outlook
- On the Outlook File menu, click Import and Export.
- Select Import from another program or file, and then click Next.
- Follow the instructions in the wizard.
Import from Outlook to Customer Manager
- On the Customer Manager Tools menu, click Import Outlook Contacts.
- Click Next.
- By default, Customer Manager will import from the Outlook Contacts folder. To select a different folder, click Browse, and then click Next.
- Click Finish.