How to import contact lead data from VivoLead into Microsoft outlook
There are 3 basic things you will need to understand before starting the import that would needed to be done in the below mentioned right order. The 3 steps are:
- Prepare you VivoLead Excel file for being imported into Outlook - (Getting the format right)
- Import process of VivoLead contacts to Outlook
- Match the VivoLead Excel file data fields with the corresponding Outlook fields. (Field mapping)
Prepare your Excel contact data for being imported to Outlook
The easiest way to get your contacts ready for adding from Excel to Outlook is to save the workbook in CSV format. This approach works for any version of Office and lets you forget about some issues like named ranges or blank contacts.
- In your workbook, open the worksheet with the contact details you want to import to Outlook.
- Click File and select the Save As option.
- Pick a location for saving your file.
- You will see the Save As dialog box. Choose the option CSV (Comma delimited) from the Save as type drop-down list and press Save.
- You will see the following message from Excel: The selected file type does not contain workbooks that contain multiple sheets.
This message tells you about the limitation of the CSV file. Please don't worry, your original workbook will stay as is. Just click OK.
- After clicking OK, you are likely to see another message saying: Some features in your workbook might be lost if you save it as CSV (Comma delimited).
This info-notification can be ignored. Thus, you can click Yes to get your current worksheet saved in the CSV format. The original workbook (the .xlsx file) will be closed and you may also notice that the name of your current sheet will change.
- Close your new CSV file.
Import process of VivoLead contacts to Outlook
On this step you'll see how to import contacts from Excel to Outlook using the Import and Export Wizard.
- Open Outlook, go to File > Open & Export and click the option Import/Export.
- You'll get Import and Export Wizard. Select the option Import from another program or file and then click the Next button.
- On the Import a File step of the wizard, pick Comma Separated Values and click Next.
- Click on the Browse button and find the .csv VivoLead file you want to import. On this step you will also see radio buttons under Options allowing you to not import duplicates, replace existing contacts or create the duplicated items. If you happened to export your contact information to Excel and want to import them back to
Outlook, please make sure to select the very first radio button.
- Click the Next button to pick the destination for your emails. The Contacts folder should be selected by default. If it's not, you can scroll up or down to locate the file. It's also possible to choose a different folder.
- After clicking Next, you'll see the checkbox Import "Your File VivoLead.csv" into folder: Contacts. Please make sure to select it.
Please don't click Finish yet. You'll need to associate some of the columns in your CSV file to the contact fields in Outlook. This will import your contacts from Excel to Outlook exactly as you want. - Keep reading to get the steps.
Match Excel columns to the corresponding Outlook fields
To make sure that the details from your imported contacts appear in the corresponding fields in Outlook, use the Map Custom Fields dialog box on the last step of Import and Export Wizard.
- Select Import "Your File VivoLead.csv" into folder: Contacts to activate the button Map Custom Fields. Click on this button to see the corresponding dialog box appear.
- You'll see the From: and To: panes on the Map Custom Fields dialog. From: contains the column headers from your CSV file. Under To, you'll see the standard Outlook fields for contacts. If a field matches a column in the CSV file, you'll see your column under Mapped from.
- The fields Name, First Name, and Last Name are standard Outlook fields, so if the contact details in your file have any of those contact names, you can proceed.
- You'll probably also need to do some manual mapping. For example, in your file the contact's phone is in the column Phone number. Outlook has numerous fields for phone numbers, such as Business, Home, Car and so on. So you can find a suitable match by scrolling within the To: pane.
- When you find the correct option, for example, Business Phone, just select Phone number under From. Then drag and drop it to Business Phone in the To: pane.
Now you can see the Phone number column header next to the Business Phone field.
- Drag the other items from the left pane to the suitable Outlook fields and click Finish. Your contacts are successfully added into Outlook from VivoLead.