Operelio
Outlook / Microsoft 365Salesforce

How to import Outlook / Microsoft 365 into Salesforce Leads

15 of the 22 columns in an Outlook / Microsoft 365 export, mapped into 14 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 20 KB · Excel 365 or Google Sheets

Check your Outlook / Microsoft 365 export first

Built on Outlook / Microsoft 365’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026

One Outlook / Microsoft 365 row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameSarah
  • Last Name to Last NamePentland
  • E-mail Address to Emaillowercasedsarah.pentland@pemberton.example.com
  • Company to CompanyPemberton Foods
  • Job Title to TitleRevenue Operations Lead
  • Business Phone to Phone+44 161 496 0842
  • Mobile Phone to Mobile Phone+44 7700 900842
  • Business Street to Street45 Bridge Street
  • Business City to CityCardiff
  • Business State to State/ProvinceWales
  • Business Postal Code to Zip/Postal CodeCF10 1AA
  • Business Country/Region to CountryUnited Kingdom
  • Web Page to Websitepemberton.example.com
  • Notes, Categories to Description1one line per entry- Notes: Prefers calls before 10am. - Categories: Suppliers;Key accounts
Not imported: Home Phone, Home Street, Home City, Home State, Home Postal Code, Home Country/Region and Birthday. The template leaves these out; map any to a custom field in Operelio.

Where Outlook / Microsoft 365 and Salesforce don’t line up

1

Two columns kept in Description

This template gives Notes and Categories no Salesforce field of their own.

The template writes them into Description, one labeled line each; a line with an empty cell is left out.

ExportNotes Prefers calls before 10am.
Categories Suppliers;Key accounts
Salesforce- Notes: Prefers calls before 10am. …

Check your Outlook / Microsoft 365 export before you import it

Looks for the 15 columns this template reads, and what Salesforce would skip.

Drop your Outlook / Microsoft 365 CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Outlook / Microsoft 365 to Salesforce in three steps

Step 1Export from Outlook

In the new Outlook for Windows, select People, then Export contacts from the ribbon. Classic Outlook uses File, then Open & Export, then Import/Export.

  1. Select the People icon.
  2. Choose Manage contacts, then Export contacts.
  3. Pick All contacts or a folder, then select Export.
  4. The .csv file saves to your Downloads folder.
Microsoft: Export contacts from Outlook on the webMicrosoft: Import or export contacts in Outlook
Step 2Paste into the template
  1. Paste the export at A1 of Paste your export here.
  2. Start here checks all 15 columns were found.
  3. Save Salesforce Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 14 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Outlook / Microsoft 365's export fill Last Name and Company, which Salesforce requires?

Last Name comes from Outlook / Microsoft 365's Last Name column; Company comes from Outlook / Microsoft 365's Company column. The checker above counts the rows with Last Name or Company blank.

Where do Notes and Categories go?

Into Description on each lead, labeled like "- Notes: Prefers calls before 10am.".

What if Company is blank for some contacts?

Salesforce requires a Company on every lead. Personal contacts without a company name need a placeholder (e.g. 'Individual') before importing, otherwise Salesforce will reject those rows.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your Outlook / Microsoft 365 export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

Use this template freeSee all templates