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Outlook Customer manager contacts

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New Contributor

Why can't Customer Manager pull contacts from Outlook?  Or populate from emails?  I have 2,500 contacts in Outlook.  Do I have to re-enter all of them into customer manager?  Or import them?

3 Replies
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Hi Doug,

 

Based on my test, bulk converting contacts to OCM contacts directly is not available so far.

 

As a workaround, you can try the following steps:

1. Export the contacts to CSV files.

2. Map the corresponding column to the CSV file used for OCM import

3. Import the contacts to OCM via the new CSV file.

https://support.office.com/en-US/article/Import-data-to-Outlook-Customer-Manager-0721a212-4ec7-4c20-...

 

Thanks,

Kanjie

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Hi Doug,

 

Have you checked my reply?

 

Thanks,
Kanjie

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Have you found a way to export Contacts addresses from CM?  Need this for mailing labels.  Only seems to export company addresses and then it lumps individual contacts into one column.