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How to export contacts in CSV ? RRS feed

  • Question

  • Help, please..
    How to export contacts from outlook and import this contacts in CRM as a leads ?
    I try to export my contacts from outlook into excel file. Then i try save the file in CSV format. Than i try to  export data from this CSV file, but i have a error.
    Thursday, April 2, 2009 6:58 AM

Answers

  • I would recommend you do this in steps. 

    1- Outlook contacts into a CSV file.
    2- Open your CSV file in excel and make sure you only have columns that you need to import into MS CRM. You need to have all the CRM mandatory fields in the file.
    3- Open the CSV file again in Note pad and make sure there are no blank rows at the end of your file.
    4- Try and upload your file.

    If you still get an error please paste the error message here.

    H.
    • Marked as answer by Elka_ Thursday, April 2, 2009 10:06 AM
    Thursday, April 2, 2009 8:34 AM
  • Your file headers do not seem to be separated by commas.


    Your column headers in note pad should look like the line below.
    name, org, note

    the data in your file should look like the lines below.
    a,b,c
    d,e,f


    • Marked as answer by Elka_ Thursday, April 2, 2009 10:06 AM
    Thursday, April 2, 2009 9:39 AM
  • Export Your Outlook Contacts to a CSV File

    • To save your contacts from Outlook to a CSV file:
    • Select File | Import and Export... from the menu.
    • Make sure Export to a file is highlighted.
    • Click Next >.
    • Now make sure Comma Separated Values (Windows) is selected.
    • Click Next > again.
    • Highlight the Contacts folder.
    • Click Next >.
    • Use the Browse... button to specify a location and file name for the exported contacts. Something like "Outlook.csv" or "ol-contacts.csv" on yourDesktop should work fine.
    • Click Next > (once more).
    • Now click Finish.

    http://email.about.com/od/outlooktips/qt/et090604.htm
    • Marked as answer by Elka_ Thursday, April 2, 2009 10:07 AM
    Thursday, April 2, 2009 10:05 AM

All replies

  • I would recommend you do this in steps. 

    1- Outlook contacts into a CSV file.
    2- Open your CSV file in excel and make sure you only have columns that you need to import into MS CRM. You need to have all the CRM mandatory fields in the file.
    3- Open the CSV file again in Note pad and make sure there are no blank rows at the end of your file.
    4- Try and upload your file.

    If you still get an error please paste the error message here.

    H.
    • Marked as answer by Elka_ Thursday, April 2, 2009 10:06 AM
    Thursday, April 2, 2009 8:34 AM
  • Thank you.
    I create a CSV file.  (i save a microsoft excel file in CSV (Dividers -commas) )
    In CRM i create a Data mape. I try load this CSV file. In "Column Headings" i see  the following string "Name;Org;Note"
    Where Name, Org and Note are names of my columns.
    Why they load one string? Or it is normally ?

    • Edited by Elka_ Thursday, April 2, 2009 9:42 AM
    Thursday, April 2, 2009 9:36 AM
  • Your file headers do not seem to be separated by commas.


    Your column headers in note pad should look like the line below.
    name, org, note

    the data in your file should look like the lines below.
    a,b,c
    d,e,f


    • Marked as answer by Elka_ Thursday, April 2, 2009 10:06 AM
    Thursday, April 2, 2009 9:39 AM
  • Please, promt ... How to "1- Outlook contacts into a CSV file." ?
    My CSV  file is not good.  How can i get it..?

    Thursday, April 2, 2009 9:57 AM
  • Export Your Outlook Contacts to a CSV File

    • To save your contacts from Outlook to a CSV file:
    • Select File | Import and Export... from the menu.
    • Make sure Export to a file is highlighted.
    • Click Next >.
    • Now make sure Comma Separated Values (Windows) is selected.
    • Click Next > again.
    • Highlight the Contacts folder.
    • Click Next >.
    • Use the Browse... button to specify a location and file name for the exported contacts. Something like "Outlook.csv" or "ol-contacts.csv" on yourDesktop should work fine.
    • Click Next > (once more).
    • Now click Finish.

    http://email.about.com/od/outlooktips/qt/et090604.htm
    • Marked as answer by Elka_ Thursday, April 2, 2009 10:07 AM
    Thursday, April 2, 2009 10:05 AM
  • Thank you!! I have a luck . :)
    Thursday, April 2, 2009 10:06 AM