how to export contacts from outlook to salesforce

Drag either Customer or Full Name to Name.Select the file to import and select Map Custom Fields.Ideally, this is a newly created Contact Information folder, then select Next. Browse to open the CSV file that contains your customer contact list report.

Note: The Comma Separated Value (CSV file) in this scenario is the Excel file that you created. Select Comma Separated Values, then Next.Select Import from another Program or File, then Next.Select Import/Export to open the Import/Export wizard.In Microsoft Outlook, select File, then Open & Export.Name this range QBData.Īfter you name the data range, you can import the data. Select Formulas from the top, then Define Name.Highlight the entire block of the report, from the column headings Customer through Shipping Address to your last customer.Open the saved customer list report in Excel.Once you save the customer info you can then name the data range: This will open a dialog box, select Ok/ Yes. (Optional) Rename the file so you can differentiate it from the original Excel file.Select the Save As type: drop-down, then choose CSV (Comma delimited).On the Excel workbook, select File, then choose Save As.Open the Excel file after exporting the customer info.Export the customer info from QuickBooks Online to Excel.You have to export your customer info to Excel then convert it to CSV format. Although these steps may work with other versions, Intuit doesn't support Microsoft applications.įor detailed steps or questions beyond exporting, go to Microsoft Help or contact Microsoft for support. Note: The steps outlined in this article apply to Microsoft Office 2013 installed in Windows. While the customer list can’t be directly imported, you can export it to Excel first, before importing the list to Outlook. Learn how to import your customer list in QuickBooks Online to Microsoft Outlook.

How to export contacts from outlook to salesforce