Tutorial: Import Addresses - MS Excel and Other Files

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Import Contacts from MS Excel

Step 1

Open Excel and select the 'Blank workbook' option (default Excel spreadsheet)

If you already have an excel spreadsheet that meets specifications, open your spreadsheet and skip to step 3

Create your heading categories

First Name, Last Name and Email Address are all required
Anniversary, Birthday, Category, Company and Start Date are not required but are very useful when using many of CorpNote's features such as recurring anniversary and birthday eCards

Step 2

Enter your contact information into each column

Step 3

Click 'File' at the top of the screen and navigate to the 'Export' tab
Select 'Change File Type' and select 'CSV (Comma delimited) (*.csv)'
Select 'Save As' and save your .csv file
Follow the instructions on your Address Book Import tab or continue with the tutorial

To begin your address book import, go to My Account > Address Book from the navigation at the top of any screen. Click the 'Import' tab and follow the onscreen instructions.

Return to the Address Book Import Tutorial double_arrow

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