FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

How do I import tasks from Outlook?

You are here:
< Back
  1. Click 'Tools' -> Select 'Import'
  2. Select 'Tasks' from the 'Select what entities to import' dropdown menu.
  3. Click 'MS Outlook' from the ‘Select source to import from:’ radio buttons.
  4. Click the 'Browse...' button to the top right of the Import Wizard window.
  5. You will now be asked to choose the Task folder you would like to import. (In this example, we will check off 'Tasks' from 'Personal Folders'.)
  6. Select the 'Imported Field' from the left panel -> Select the 'InfoFlo Name' for the imported field on the right panel -> Click 'Map >>' to link the two fields.
  7. Click 'Import' at the bottom of the Import Wizard window to begin the import.