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Can I Import Contacts from Outlook into the CRM?

We can easily import your contacts' information into Redtail after you've exported it from Outlook. 

Depending on what version of Outlook you are using, there are different instructions to help you with creating your export attached to this post. (If you are on Leapfrog here is more information on importing contacts into your database from an Excel template. Or, if you would like to import contacts from an Excel template into Tailwag, see this post.)

When you have the export ready, you can email it to support@redtailtechnology.com along with your username for Redtail and the first two contacts listed on the spreadsheet. Our Welcome Team will schedule the import with you!

Export Contacts from Outlook 2013-2016

Export Contacts from Outlook 2010

Export Contacts from Outlook 2007

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