Lead Recovery DeskExport guide · Gmail or Outlook contacts
Export a contacts group, not the whole address book.
A mailbox export holds suppliers, staff, applicants and friends alongside customers. Filter to a group or label first, so the file holds only people who dealt with your business.
Export it
- Make a group or label for customers first
In Google Contacts, add a label such as Customers to the people who enquired or bought. In Outlook, put them in a contact list. Everyone else stays out of the export.
- Google Contacts: Export, choose the label, Google CSV
Open contacts.google.com, choose Export, pick the label you made, and choose Google CSV.
- Outlook: People, Manage, Export contacts
Choose the contact list you made and export as CSV.
- Delete the columns you do not need
A mailbox export has dozens of columns. Keep email, name and any notes-free date you have. Delete the rest before uploading.
- Upload that file
Create your private Desk and upload the CSV.
Which columns to keep
Only the email is required. Everything else is optional, and less is safer.
Keep
- Email (required)
- Name
- Group or label name, if it says what the relationship was
Delete before upload
- Phone numbers you do not need
- Postal addresses
- Notes
- Birthdays and personal dates
- Anyone who is staff, a supplier, an applicant or a personal contact
A mailbox export rarely says what the relationship was. Records without relationship evidence are shown as "relationship evidence missing" and held. That is expected, not an error.
Before you upload
- Run the checklist. Two minutes, and it is the part that protects the people in your list. Open the checklist
- Try a template first. A synthetic file with every state in it, so you know what you will see. Templates
- Stuck at any step? Ask for help without sending a single row. Assisted help
Conclusions cover only the file you upload and the suppression sources you declare. Anything not in them is not checked.