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 may use in more than one transaction on relay®.
In order to import your Microsoft Outlook® contacts you will first need to export your contact list into a .CSV file format. See "How to export Microsoft Outlook® contacts" to learn how to do this. Once you have exported your list you can import them into relay® using the steps below.
Step 1:
Log into your relay® site and click the Contacts link.
Step 2:
Click on the Import MS Outlook® Contacts button.
Step 3:
Use the Browse button to locate and select the .CSV file that you exported from Outlook®.
Step 4:
Choose the desired availability (site wide or personal) and category (if any) for the contacts that you will be importing.
Step 5:
Click on the Import button to begin the import of the contacts.
