On your computer, go to Outlook application : 

  1. Click “Option” under the “File” tab.
  2. Click “Advanced.”
  3. Under “Export,” click “Export to a file,” click Next.
  4. Under “Create a file type,” click CSV file, click Next.
  5. Under “Select folder to export from,” select the contact folder that you want to export, and then click Next.
  6. In the “Export to a File” dialog box, click Next.
  7. Click Finish

The file can then be imported via InvestGlass, go to My Account / Company and on contact page select Action, bulk import to import the exported file.

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