Transferring People from Contactually to Moxi Engage

When moving your contacts from Contacutally to Moxi Engage, you’ll need to follow the steps below for a smooth transfer of information.

  1. From the contacts page on Contactually, select Export (see below, circled in red).
  2. Select all contacts, or a group of contacts from the popup screen (see below, circled in red).
  3. Select if you would like to include notes with your contact information (see above, circled in blue)
  4. Select Export (see above, indicated by the red arrow).
  5. Contactually will send you an email with your contact .csv file.
  6. Save your .csv file from your email.
  7. Download the Import to Google or Outlook.csv file in this help document
  8. Open the file and Copy the first row of information by selecting the number 1 and then selecting Edit>Copy (see below, indicated by the red arrow).
  9. Open your contact file from Contactually and replace the new first row information over the old by selecting the number 1 and then selelcting Edit>Paste (see below, indicated by the red arrow).
  10. Save your file
  11. You can now import your newest file into either Google Gmail or Microsoft Outlook.
    1. Import contacts into Gmail.
    2. Import contacts into Microsoft Outlook.

 

 

 

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