To import contacts from Outlook, you must export your contacts into a .CSV file. You can then re-save the file as .XLS which typically resolves various formatting issues contained in the file. You can then import the .XLS file into Wealthbox by navigating to the "Actions" dropdown menu from the contact list view page and selecting "Import". By choosing the “Outlook” option for the import, the mapping tool within Wealthbox will identify the fields and map them accordingly.

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