Tutorials - Address Book - Create a .csv from MS Excel

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. Click here if you would like to continue with the address book tutorial.

Return to the Address Book Import Tutorial

If you need additional help, please refer to our Online Help Center or complete our Priority Email Support Form.

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