You are here: Home / Documentation / 3. Description / 3.6 Integration with Microsoft Office / 3.6.1 Microsoft Outlook / Contacts Import From Microsoft Outlook to eWay-CRM

Contacts Import From Microsoft Outlook to eWay-CRM

Importing a contact from Microsoft Outlook to eWay-CRM, put simply, creates a copy of Outlook contact in eWay-CRM. If you change the contact in Outlook after import, this change will not affect the contact in eWay-CRM and naturally it works reversely.

This function is mainly used if you decide to stop using the Microsoft Outlook directory in favor of eWay-CRM. If you want your contacts to be updated between Microsoft Outlook and eWay-CRM, have a look at the articles Automatic Synchronization of Contacts Between Microsoft Outlook and eWay-CRM and Manual Synchronization of Contacts Between Microsoft Outlook and eWay-CRM. These articles show you several ways of importing (copying) your contacts to eWay.

Contact Import From Microsoft Outlook List

Your selected contacts can be imported simply with a few clicks from Microsoft Outlook to eWay-CRM. Select these contacts you want to import into eWay-CRM from your Microsoft Outlook contact list. Right clicking any of them will bring up a context menu from which you should select the option Save to eWay-CRM.

You can also import contacts using eWay-CRM ribbon. From your contact list in Microsoft Outlook, select all the contacts that you want to import. Then, click Save to eWay-CRM button in the eWay-CRM ribbon. For older versions of Microsoft Outlook (2003 and 2007) select eWay > Tools > Import>  Selected Contacts.

Contact Import From Contact Window in Microsoft Outlook

Single contacts can be imported directly from a contact window in Microsoft Outlook. Clicking Save to eWay-CRM, in the upper right corner of the contact window will simply import the contact.