Can I Import Contacts from Outlook into the CRM?

Our Welcome Team is happy to assist you with importing your Contact/Client Information from Outlook into Redtail. 

Depending on what version of Outlook you are using, there are different instructions to help you with creating your export at the bottom of this article. (Or, if you would like to import contacts using our Formatted Import Spreadsheet, please click here.)

When you have your export ready, you can email it to along verification of your Redtail Username and two contact names listed on your spreadsheet. 


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