Wealthbox

Click “Option” under the “File” tab.

Click “Open &amp; Export in the left menu and then "Import/Export".

Select “Export to a file,” click Next.

Within the Create a file type: select "Comma Separated Values" which is a CSV file, click Next.

Under “Select folder to export from,” select the contact folder that you want to export, and then click Next.

Choose a location and name for your backup file and then select Finish.

You can click <a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-my-contacts-from-outlook/" rel="nofollow noopener noreferrer" target="_blank">here</a> for importing instructions.

1. Click “Option” under the “File” tab.
2. Click “Open &amp; Export in the left menu and then "Import/Export".

3. Select “Export to a file,” click Next. 

4. Within the Create a file type: select "Comma Separated Values" which is a 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. Choose a location and name for your backup file and then select Finish. 

7. You can click <a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-my-contacts-from-outlook/" rel="nofollow noopener noreferrer" target="_blank">here</a> for importing instructions.

<a href="https://help.wealthbox.com/importing-exporting/tips-for-preparing-your-data-before-importing-into-wealthbox/" rel="nofollow noopener noreferrer" target="_blank">Tips for preparing your data before importing into Wealthbox</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-my-contacts-from-outlook/" rel="nofollow noopener noreferrer" target="_blank">How do I import my contacts?</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-notes/" rel="nofollow noopener noreferrer" target="_blank">How do I import notes? </a>

How do I export my contacts from Outlook into a CSV file?