Create a contact group from a list of contacts in Excel

Summary

 

This article allows you to create a Outlook contact group from a list of contacts in Excel spreadsheet.

 

 

 

 

Outlook Classic Instructions

 

Save Your Contact Information from Excel

Step One: In your workbook, click the worksheet with the contact information you want to import.

To properly save contacts, make sure: 

* Row One has headers (example):
      - First Name
      - Last Name
      - Email Address 

* Each contact is on it's own row

 

Step Two:

  1. Click File
  2. Select Export
  3. Select Download as CVS UTF-8

 

 

Import Contacts in Outlook Classic

Step One: Go to File

 

Step Two:

  1. Select Open & Export
  2. Click Import/Export

 

Step Three: 

  1. Make sure Import from another program or file is selected
  2. Click Next

 

Step Four: 

  1. Make sure Comma Separated Values is selected
  2. Click Next

 

Step Five: Select Browse.

 

Step Six: Find and select your CSV file.

 

Step Seven: 

  1. Choose how to handle duplicates in the selection menu
  2. Click Next

 

Step Eight: 

  1. Select Contacts as destination
  2. Click Next

 

Step Nine: Select Finish.

 

 

Create Contact Group in Outlook Classic

Step One: Select People in the side bar.

 

Step Two:

  1. Select New Contact
  2. Select Contact Group

 

Step Three: Name your group.

 

Step Four:

  1. Click Add Members
  2. Select From Outlook Contacts

 

Step Five: Select Contacts under your email in the menu.

 

Step Six: Select members you want within the group (Ctrl + A selects all).

  1. Click Members
  2. Click OK

 

Step Seven: Click Save & Close.

 

 

 

New Outlook Instructions

 

Save Your Contact Information from Excel

Step One: In your workbook, click the worksheet with the contact information you want to import.

To properly save contacts, make sure: 

* Row One has headers (example):
      - First Name
      - Last Name
      - Email Address 

* Each contact is on it's own row

 

Step Two: 

  1. Click File
  2. Select Export
  3. Select Download as CVS UTF-8

 

Import Contacts in New Outlook

Step One: Select People in sidebar.

 

Step Two: Select Import Contacts at the bottom of "Your Contacts" menu.

 

Step Three: Select Browse.

 

Step Four: 

  1. Locate and select CSV file
  2. Select Open

 

Step Five: Select Import.

 

Step Six: Once successful message appears, click Close.

 

Create Contact Group in New Outlook

Step One: Select People in sidebar.

 

Step Two: Select Go to Groups.


Step Three: Select New Group.

 

Step Four:

  1. Name your group
  2. Add a description
  3. Select Privacy Settings
  4. Select Create once completed

 

Step Five: Once created, select on the group you have created.

 

 

   Step Six: On the informational page of the group, click on Members.

 

Step Seven: Select Add Members.

 

Step Eight: Select members from the Excel contacts list.

 

Step Nine: Click Add.

 

 

Additional Resources

Here are related instructions for Creating a Contact Group in Outlook.

 

Credit

 

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