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Importing OutlookContact Categories as Legrand Keywords - Accounting Software Secrets
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Importing OutlookContact Categories as Legrand Keywords

22 Nov Importing OutlookContact Categories as Legrand Keywords

Posted at 04:54h in by

Importing Outlook Contact Categories as Legrand Keywords

Submitted by Andrew Muollo, Vice President of Sales, Legrand CRM Software Inc.

Overview

Many people use Outlook contacts categories as a way of classifying their contacts, this document is designed to help users import these categories as Legrand contacts Keywords.

Steps Involved

Export Outlook contact list to excel

Import Contacts into Legrand

Create Legrand Contact Keywords

Format exported spreadsheet

Import into Legrand