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How do I import my Outlook address book?

You’ll first need to export the contacts from Outlook and then you’ll be able to import them into Tactile CRM:

  1. Open Outlook
  2. Choose “Import and Export” from the File menu
  3. Wait for the wizard to open, select “Export to a file” and click “Next”
  4. Choose “Comma Separated Values (Windows)” and click “Next”
  5. Choose the Contacts folder you would like to export and click “Next”
  6. Choose a filename and where you would like to save the file (for instance, “tactile_import.csv” on your Desktop), then click “Next”
  7. Confirm what you are exporting: make sure the checkbox next to “Export…” is checked and click “Finish”