Address Book keyboard_arrow_right Import Contacts

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

Need Help?
Phone: 609.406.1665 Hours: Monday - Friday, 9am - 5pm Eastern
Email Support  |  Help Center/FAQs  |  Tutorials

Ready to get started?  
CorpNote - Email Marketing Services
P.O. Box 565 | Fountainville, PA 18923 | 609-406-1665 | Hours: Monday - Friday, 9am - 5pm Eastern
© 2004-2023