You’ll first need to export the contacts from Outlook and then you’ll be able to import them into Tactile CRM:
- Open Outlook
- Choose “Import and Export” from the File menu
- Wait for the wizard to open, select “Export to a file” and click “Next”
- Choose “Comma Separated Values (Windows)” and click “Next”
- Choose the Contacts folder you would like to export and click “Next”
- Choose a filename and where you would like to save the file (for instance, “tactile_import.csv” on your Desktop), then click “Next”
- Confirm what you are exporting: make sure the checkbox next to “Export…” is checked and click “Finish”