Uploading Outlook Contacts to Sage CRM

You can use data upload to import a large number of contacts from Outlook to Sage CRM.

1. Export the contacts from Outlook using the Import and Export wizard in Outlook and save them as an Excel file.
2. In Sage CRM, click <My Profile> | Administration | Data Management | Data Upload.
3. Select Company and click Continue.
4. Click New.
5. Browse to your Outlook contacts MS Excel file.
6. Select Outlook Data from Select From Existing Mappings. This imports the contacts using predefined Outlook data mappings.
7. Add a description of the data upload.
8. Click Save.