Import multiple contacts from Office365

This guide explains how to import contacts from Office 365 in SurveyMars international Contacts. Connect your Office 365 account, select contacts, map fields, and add them to your contact list quickly.

Overview

SurveyMars Contacts supports several batch-import options. With Office 365, SurveyMars connects to your Office 365 account, pulls contact data, and lets you choose records and map fields before import. Contacts added from Office 365 are placed in a department named Office 365 automatically.

Use cases

- Your business contacts live in Office 365 contacts and you want a one-time import instead of manual entry.

- You plan to invite Office 365 contacts to surveys and need them in SurveyMars first.

- You want to filter by source; Office 365 imports are grouped under the Office 365 department.

Feature access

1. Open Contacts (international version).

2. Open the Add contact dropdown.

3. Choose Batch add contacts. A panel opens on the right.

4. The panel lists import options including Upload Excel, Gmail, Mailchimp, Outlook, Office 365, HubSpot, and Text.

Import contacts from Office 365

1. In the batch-add panel, click Office 365.

2. Sign in to your Office 365 account if prompted. If you are already signed in, choose which Office 365 account to use.

3. After a successful sign-in, SurveyMars fetches contacts from that account and shows them in a list.

4. Select the contacts you want, then click Next. You can select all, deselect all, or search to filter contacts.

5. On the field mapping step, match each Office 365 field to a column in the Contacts table. Common fields such as name, email, and address are matched by default; adjust as needed.

6. To skip an Office 365 field, click Delete. A confirmation dialog appears before the mapping is removed.

7. Confirm mapping and finish import. Selected contacts are added and assigned to the Office 365 department.

Important notes

1. Office 365 imports are placed in the Office 365 department automatically.

2. Only contacts with valid email addresses are imported.

3. Office 365 integration is designed for business accounts; sign-in may differ from personal Outlook accounts.

4. Verify email and other key fields during mapping so invitations work after import.

5. Deleting a field mapping requires confirmation to reduce mistakes.

FAQs

Q: Which department do Office 365 contacts go to?
A: They are added to a department named Office 365.

Q: How is Office 365 import different from Outlook?
A: Office 365 integration is for business Office 365 accounts; Outlook is for personal Outlook accounts. Choose the option that matches your account type.

Q: A field was not auto-matched—what should I do?
A: On the mapping step, manually link the Office 365 field to the correct Contacts column. Common fields are usually pre-matched.

Q: I removed a field mapping by mistake.
A: Deletion is confirmed in a dialog. To start over, go back a step or run the Office 365 import again.