Import list

This topic is for importing lists in plain text or CSV format. For connecting live to Microsoft Access and other databases, please see Connect to database.

Microsoft Outlook

  1. Choose Import and Export > Import from Outlook from the File menu
  2. Outlook may show a security dialog. Check the Windows taskbar and click the alert. Click OK to let RocketSales access your Outlook contacts.
  3. In then next security dialog, click the Enable checkbox and choose 10 minutes from the dropdown.

Alternate method

  1. In Outlook, choose Import and Export from the File menu

  2. Choose Export to a file and click Next

  3. Choose Comma Separated Values (Windows) and click Next

  4. Select the contacts folder and click Next

  5. Type list.csv and click Next

  6. Click Finish

  7. Proceed to To import contacts

Microsoft Excel

You must first export your data in comma-separated value (CSV) format.

  1. In Excel, choose Save As from the File menu

  2. Choose comma-separated value (CSV) from the File type dropdown at the bottom of the dialog

  3. Type list.csv
  4. Click Save
  5. Proceed to To import contacts

To import contacts

  1. Choose Import and Export > Import from File from the File menu
  2. In the first dialog, choose a CSV (comma-separated value) file if you want to import all the data in your list, or any kind of text file if you want to extract only the email addresses
  3. In the second dialog, choose List (comma-separated, with header row) if you want to import all the data in your list, or Email address only if you want to extract only the email addresses
  4. Either type a new table name, or choose an existing table by clicking the dropdown arrow at the right
  5. If you chose an existing table, choose the email address field from the Email field dropdown. This is used for checking the table for duplicate contacts before importing the new contacts.
  6. Click Import

CSV format details

You must export your data in CSV format, with a header row to specify the field names. For example:
Email,Name,Company,Phone
john@company1.com,John Smith,"Acme, Inc.",650-555-1111
mike@company2.com,Mike Jones,Widgets Corp.,650-555-2222

Most popular programs, including Microsoft Outlook, Microsoft Excel, Microsoft Access, and ACT!, can export to CSV format.

Large lists

See Speeding up importing lists.

International

If your CSV file users record delimiters other than the standard comma character, e.g. international users, type the delimiter character in the Delimiter box.

Merge fields

Choose Field from the Insert tab. The fields shown depend on which table you choose from the List dropdown on the Contacts tab. The fields shown correspond to the columns of the currently selected table.

The Field button’s submenu intelligently converts field names so they’re easy to read. For example, a column called ADDRESS_1 would be shown as Address 1 on the submenu.