How to import Microsoft Outlook® contacts into relay® KBA-01380
Description
When you import contacts from Microsoft Outlook®, you can copy their information from the relay® contacts directly into your transaction contacts. Use this feature to keep track of contact information for people you use in more than one transaction on relay®.
In order to import your Microsoft Outlook® contacts into relay®, your contacts will need to be exported into a .CSV file format.
To learn how to export, please read Knowledge Base Article KBA-01381.
Solution
Follow the steps below:
Step 1: Log into your relay® site and click the Contacts link:
Step 2: Then click on the Import MS Outlook® Contacts button:
Step 3: Click on the Browse button and select the .CSV file that you exported from Microsoft Outlook®:
Step 4: After selecting the .CSV file that you wish to import, click on the Import button:
If any records could not be imported, you will receive a message letting you know.
