Importing contacts from Outlook to Capsule

Export from Outlook to a CSV file

In your Outlook mail, you click on File > Import and Export:

Complete the following steps:

Your contacts are now in the CSV file ready for import into Capsule.

Importing your CSV file into Capsule

In Capsule, you click on People and Organizations > Import:

You click on Import from Outlook or CSV file

Select the CSV file you have saved:

Capsule attempts to match where in Capsule your information should be loaded. You need to check this match is correct and each field is being saved to the right place in Capsule. You can check several records by clicking 'Next Sample':

At this final step, Capsule attempts to match all contacts and highlights those that have a duplicate name already existing in Capsule. You can change 'ignore' to 'import' to upload a second contact:

You click I'm happy, import now and Capsule will import your contacts.