Outlook Export: 2013 & 2016, 2010, Office 365
Outlook 2013 & Outlook 2016
- Open Outlook and click File.
- Click Open & Export > Import/Export.
- Select "Export to a file".
- Click Next.
- Select "Comma Separated Values".
- Click Next.
- Select Contacts option under Personal Folders.
- Click Next.
- Click Browse and choose both a name and location for the exported file.
- Click Next.
- Click Finish.
Outlook 2010
To export contacts from Outlook into a file:
- Open Outlook 2010 and click File > Options.
- Click the Advanced tab and then click Export.
- Click the "Export to a File" option from the list and then click Next.
- Choose the "Comma Separated Values (Windows)" option from the list and then click Next.
- Choose the folder you’d like to export. To export all contacts click on the "Contacts" folder. Then click Next.
- Click Browse and then choose where this file should be saved on your computer. Enter a file name and then click OK.
- Click Next.
- Click Finish.
If your email addresses are stored in Groups or Distribution lists rather than stored as contacts, copying them from Outlook 2010 and pasting them into a spreadsheet is the best process to extract them.
- Open Outlook.
- Click Contacts on the left-hand menu.
- In the "Current View" window, click the List option.
- Select the contacts you want to copy. Use CTRL+click to select multiple contacts or CTRL+shift to select a range.
- Copy the selected contacts (CTRL+C).
- Paste the contacts into an Excel spreadsheet (CTRL+V).
- Save the file as XLS or CSV format.
Outlook 365
- Open Outlook 365 and click the Applications icon.
- Click People.
- Click Manage > Export contacts.
- Select "All contacts" or select a folder of specific contacts.
- Click Export.
6. Depending on your browser you'll be asked to either Open or Save the file.
Additional support: Export contacts from Outlook
Data Disclaimers:
- Do not send data files via email.
- The cleanliness of data uploaded depends on the cleanliness of the source data.
- If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".
- Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types.
- Email addresses are extremely important. This is how you will send your invites to Liscio. Please include as many as possible!
- Mobile numbers must be classified as such in order to go under the Mobile Phone category.
- If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization.
- Contacts cannot share an email address.
- Phone numbers without area codes cannot be imported.
- Duplicate Account Names and Contact Names can occur if they exist in source data.
- Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.
Contact Us
Related Articles
Office Tools Workspace Export
Click Contacts in top tab. Select Import/Export Contacts. Select Excel Import/Export. Select Export to Excel Spreadsheet. In Common Info select Company Name, First Name, Last Name, Email Address, Address1, Address 2, City, State, Zip, and Account ...Gmail Export Instructions
Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...How to Create an Alias in Outlook
Note: You must be a Firm Admin to create an alias. In the admin center, go to the Users > Active users page. On the Active Users page, select the user > Manage email aliases. (This option will not appear if the person doesn't have a license ...Out of Office Away Status
The Away Status allows firm users to notify others when they are out of the office. When turned on, this global setting is made visible across the Liscio platform. Additionally, if clients or team members send messages, upload files, respond to ...Liscio Email Integration (Outlook and Gmail)
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more! Stay Focused We prioritize emails ...