How to Upload a CSV File in Outlook 365

This article shows you how to upload a properly formatted CSV file in the Outlook 365 Add-in for sending tracked emails to large recipient lists.

Not using Outlook 365? Click here for Dashboard Sending instructions.

Prerequisite

Your CSV file must be properly formatted. Click here for guidelines.

Upload Process

1. Open a new message in Outlook
2. Open the Outlook 365 Add-in
3. Click Contact Lists
4. Select Upload CSV
5. Browse and select your desired file

Validate Upload

1. The Add-in will automatically validate your file
2. You'll see a confirmation showing the number of emails processed
3. Click Count Recipients for a more detailed report
4. Important: Ensure the Outlook "To" field remains empty - ContactMonkey will only send to recipients in your CSV

File Validation Results

Successful Upload

• Green confirmation message
• Number of processed emails displayed

Upload Errors

• Red error message appears
• Common issues:
  • Missing "Email" header
  • Duplicate email addresses
  • Invalid email formats
  • File size exceeds 10,000 recipients

Send Your Campaign

1. Compose your email content
2. Select tracking preference
3. Click Send & Track or schedule for later