Support Forums/FAQ's

Importing Contact/Lead data from Outlook, Entourage, Gmail or other contact management applications

Leads360 Express Support
posted this on March 12, 2010 10:58 am

You may import contact information from a calendar/contact management application like Entourage, Gmail, or Outlook into your LeadManager Express account.


To do this you first need to export the desired contact information from your contact management software.

  • In Outlook choose 'File' --> 'Import and Export...' Then select 'Export to a file'
  • In Entourage choose 'File' --> 'Export' --> 'Contacts' Then select 'Contacts to a list' option
  • In Gmail (or many other contact/email applications) go to 'Contacts' and choose 'Export'

Export file type should always be Comma Separated Values *.csv (DOS or Windows) file type. If Comma Separated Values is not an option then select Tab-delimited text, and save as a *.csv file in MS Excel or your spreadsheet application. Please review the Help documentation of your Calender or Contact software for specific guidelines on data export.

Once your lead data is exported and saved in the correct format (*.csv in MS Excel or the spreadsheet application of your chose) then they are ready to be imported into your LeadManager Express account.  The following forum has step-by-step instructions on how to do this:

http://lmx.zendesk.com/entries/51555-how-to-import-leads-a-step-by-...

The following video also provides detailed instructions on importing leads:

https://lmx.leads360.com/help/videos/getting-leads-into-the-system/default.html