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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