Your contacts power your marketing to your sphere of influence, driving your business.  That is why it is vital to have all your contacts with complete information.  MoxiEngage connects with your email contacts so that you can manage your people in one place.

One way to populate your MoxiEngage My People is to upload your contacts into your associated email account and let them flow into MoxiEngage.  If your company has selected Office 365, here’s how to upload contacts into your Outlook account.

Download the template within this article and copy and paste your contacts’ information in the appropriate column.  Save the template under a new name.

 Your Outlook account must be connected to your MoxiEngage account for your contacts to flow into Engage. 

Do not remove or change any of the column headers in the template. 

Column BC of the template is entitled Categories.  Categories translate into group labels when imported into MoxiEngage.  This is an easy way to create groups for your contacts. 

If you are concerned that you may have duplicate contacts in your template, you may want to use the Microsoft Excel Remove Duplicate feature to clean up your list before you import it into Engage.  Select this link for an article on how to use the Remove Duplicate feature in Excel.

When your contacts are loaded in the template, in your browser, log into your Office 365 account.  Choose the 3x3 set of squares in the upper left-hand side of your screen.  If People is not showing in the list, select Explore all your Apps.

On the screen that appears, select Manage contacts --> Import contacts.

The import screen will appear.  Choose your file and select the Import button.

Your contacts will be added to your Outlook account and flow into your MoxiEngage account.