Exporting Contacts for Use In Outlook, etc.

Barbara asks:

“Is there a way to down load the contacts in jobber jobber and upload them to my Microsoft Outlook? I can do individual items, not sure how to do bulk.”

Yes, definitely.  Mouse over Contacts from the top menu, then click on Import/Export. OR, right above it, click Get Contact List (that’s the shortcut!).

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If you click Import/Export you’ll see the import dialog on the left, and the other options (including export options) on the right.  Click on the one to Export Contacts (this is where Get Contact List takes you):

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Now, you are on the export Contacts page… we default this to exporting to a csv file, but you can change it to html, or just emails… then go through the rest of this page and you can filter down to just what you want… in no time you should have a csv file of all the contacts you want to import into Outlook or whatever.

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Good luck!