Migrate Microsoft Outlook data to Virtual Office CS or SaaS
Complete the following multi-part procedure to export PST files from a local installation of Microsoft Outlook and then import the PST files into the Virtual Office CS or Software as a Service (SaaS) installation of Outlook.
Part 1: Export data from your local installation of Microsoft Office
Follow these steps to export PST files from a local or network installation of Microsoft Outlook. The steps needed to do this vary depending on the version of Outlook that is installed on your computer.
For Outlook 2021 and 2010
Create a folder on your local hard drive named
Outlookbackups
.
Double-click the
Computer
or the
My Computer
icon.
Double-click the
C:\
drive.
Select
File
,
New
, then
Folder
.
Name the folder
Outlookbackups
.
Open your local installation of Microsoft Outlook 2021 or 2010.
Select the
File
tab,
Open
, then select
Import
.
In the
Import and Export Wizard
, select
Export to a file
, then select
Next
.
In the Create a file of type list, select
Outlook Data File (.pst)
, then select
Next
.
In the
Select the folder to export from list
, select the Outlook folder that includes the data you want to export.
note
If you select the top-level folder, Outlook will export all mail and contacts.
Mark the
Include subfolders
checkbox, then select
Next
.
Select the
Browse
button and go to the
C:\Outlookbackups
folder, which you created in step 1.
Enter
Outlook PST backup
in the
File name
field, then select
OK
.
note
Entering a more specific name for the PST will let you identify the file when you import it into Virtual Office CS or Software as a Service (SaaS) Outlook.
Select
Finish
.
You can enter a password for the PST file, then select
OK
. If you don't want to password protect the PST file, leave the fields blank and select
OK
.
Depending on the size of the PST file, it may take several minutes for Outlook to create the export file.
To export extra PST files or contacts, repeat steps 3 – 11 of this procedure. In step 9, be sure to enter a unique name for the export file.
Close the local installation of Microsoft Outlook.
note
If you don't close the local installation of Outlook, you might not be able to import the PST files into Virtual Office CS or Software as a Service (SaaS) Outlook. If this happens, you'll receive a message stating that Outlook couldn’t access the PST file when you try to import the file.
Part 2: Importing PST files into Virtual Office CS or Software as a Service (SaaS) Outlook 2021
Complete the following procedures to import local Outlook data into Outlook 2021 in the Virtual Office CS or Software as a Service (SaaS) environment.
Open Outlook 2021 through Virtual Office CS or Software as a Service (SaaS)
Select the
Applications
link in the navigation pane.
note
If you don't see this link, you don't have access to applications through your portal.
Select the Microsoft Outlook 2021 icon.
Create your email account and configure Outlook 2021
note
Complete this procedure only if the Microsoft Outlook 2021 Startup wizard opens when you open Outlook 2021 through Virtual Office CS or Software as a Service (SaaS). If the wizard didn't open, skip to
Set up the PST file
.
If this is the 1st time you opened Outlook 2021 through Virtual Office CS or Software as a Service (SaaS), the Microsoft Outlook 2021 Startup wizard opens. Follow these steps to create your email account and configure Outlook.
In the wizard, select
Next
.
In the Email Accounts page, leave
Yes
selected to indicate that you want to create an email account.
Select
Next
.
Set up the PST file
Select the
File
tab.
With Info selected, select the
Account Settings
icon, then select
Account Settings
.
Select the
Data Files
tab.
Select
Add
.
In the
Create or Open Outlook Data File
window, enter the name of the new PST file in the
File name
field.
Optional: Mark the
Add optional password
checkbox if you want to create a password for the PST file.
Select
OK
.
Repeat steps 4 – 6 to create folders for more PST files or contacts that you will import.
Select
Close
.
Import the PST data
Select the
File
, choose
Open
, then select
Import
.
In the
Import and Export Wizard
window, select
Import from another program or file
and select
Next
.
In the Select file type to import from list, select
Outlook Data File (.pst)
, then
Next
.
Select the
Browse
button, select the Folders arrow, then select
Computer
to view your local and network drives.
Go to the
Outlookbackups
file on your local
C:\
drive, select the PST file, and select
Open
.
note
In the Virtual Office CS or Software as a Service (SaaS) environment,
C$
on
Client (V:)
is your local
C:\
drive.
If you entered a password for the PST file, you'll need to enter the password before Outlook will let you import the file.
Select
Next
.
In the
Select the folder to import from list
, select the folder into which Outlook should import the data from the PST file.
Mark the
Include subfolders
checkbox, select the
Import items into the same folder in
option, and
Outlook Data File
displays in the dropdown list.
Select
Finish
.
Depending on the size of the PST file, it may take several minutes for Outlook to import the data.
Repeat this procedure to import data for any extra PST files.