This article explains how to import your contacts from Outlook into MyCase using our Contact Import Spreadsheet.
1 - Export Contacts from Outlook in a CSV format
Start by exporting your contact folders in a CSV file format. Learn more about exporting CSV files:
2 - Import CSV into MyCase
Login to MyCase and go to Settings. Then, in the left hand column of Settings, click Import/Export. In the menu on the left, choose the option for Contacts & Companies.
Click the Import Contacts button towards the right side of the screen.
The Import Contacts window will appear. Make sure you choose the option marked 'CSV (including Outlook). Then, choose the exported CSV filed you saved on your computer and upload it into MyCase. The system will then process your import. You can leave this page and work on other areas while the import takes place.
When contacts are imported into MyCase, by default their access privileges are set to "Not allowed to login to MyCase". This means that in order to give system access to one of the imported contacts to share information with them, you will have to set their access to "This person is allowed to login to MyCase. How do I give a client access to MyCase?
Imported contacts will be assigned to a group named "Unfiled". You will then have to assign your contacts to the appropriate groups (client, judge, witness, etc.).
Sometimes Outlook adds a row at the top of the CSV file - you need to make sure the header row is the first row in the file. This includes the row that has the first name and last name).
Outlook exports all of your companies and contacts into the same CSV file. When you import, contacts and companies must be imported separately [Contact & Company templates are available in Settings > All Settings >Import/Export].
We are crazy about customer service! If you need help migrating your data, or have a question about anything at all, please feel free to contact us.