Classic Batchbook FAQs and Knowledge Base Importing and Exporting DataHow do I import a group of contacts from Outlook into Batchbook?

How do I import a group of contacts from Outlook into Batchbook?

To import your Outlook address book, you first need to convert the contents of your address book into a CSV file:

  1. From the File pull-down menu, choose Import and Export, and select Export to a file. Then click the Next button.
  2. Select Comma Separated Values (Windows) as the file type. Click the Next button again.
  3. Select the Contacts folder as the folder to export from. Click the Next button again.
  4. Choose where to save the exported file (such as your desktop). Click the Next button again.
  5. Click the Finish button.
  6. Follow the steps for importing a CSV file into Batchbook.

NOTE: We will queue any import with 40 or more records. If your import is queued for this reason, you'll receive a message in Batchbook letting you know. We will also send you an e-mail confirmation when the records have been successfully inserted into your Batchbook account, which should happen in under five minutes.