Logo Help Center

Contact Us Sign in

Data Migration

How Do I Import My Contacts From Outlook to LeadCenter?
What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor? How do I find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

Data Migration

What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor? How do I find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

How Do I Import My Contacts From Outlook to LeadCenter?

To migrate your contacts from Microsoft Outlook to LeadCenter, follow these simple steps. The process involves exporting contacts from Outlook into a CSV file, then importing the file into LeadCenter.

Step 1: Export Your Contacts from Outlook

  1. Open Microsoft Outlook.
  2. Go to File > Open & Export > Import/Export.
  3. Select Export to a file and click Next.
  4. Choose Comma Separated Values (CSV) and click Next.
  5. Select the Contacts folder you want to export and click Next.
  6. Choose a location to save the file and click Finish.

Step 2: Prepare the Exported CSV File for Import

Before importing, ensure the CSV file is formatted correctly for LeadCenter:

  • Verify the column headers match the required contact fields in LeadCenter.
  • Ensure phone numbers follow the international format: Country Code + Phone Number (e.g., 12819762234).
  • Check date fields (e.g., Client Since, Created At) use the MM/DD/YYYY HH:MM format.
  • If custom fields exist in your contacts, match them to LeadCenter’s custom fields using the naming format: <custom field group title>.<custom field name>.

For more details, review our CSV Import Guide.

Step 3: Import the CSV File into LeadCenter

  1. Log in to your LeadCenter account.
  2. Go to the contact import page.
  3. Upload your prepared CSV file.
  4. Follow the import wizard to map your CSV columns to LeadCenter fields.
  5. Review the mapping, confirm the fields, and start the import.

Once complete, LeadCenter will notify you that the import is successful.

Assistance with Contact Imports

LeadCenter offers free assistance with contact imports and data migration. If you need help, send your CSV file to support@leadcenter.ai.

Important Notes:

  • Ensure the CSV file contains one contact per row.
  • Custom fields or additional data can be included in the CSV and mapped during the import process.
  • Duplicate data or formatting issues may prevent a smooth import—review your file carefully.

Need Help?

If you encounter any challenges, our support team is here to assist. Contact us anytime at support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.