In Outlook:

  1. Click “Option” under the “File” tab.
  2. Click “Advanced.”
  3. Under “Export,” click “Export to a file,” click Next.
  4. Under “Create a file type,” click CSV file, click Next.
  5. Under “Select folder to export from,” select the contact folder that you want to export, and then click Next.
  6. In the “Export to a File” dialog box, click Next.
  7. Click Finish.
  8. You can click here for importing instructions.

See also:

Tips for preparing your data before importing into Wealthbox

How do I import my contacts?

How do I import notes? 

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