Import Older Emails

Tutorial for

1. Import existing emails for one contact
2. Import existing emails for all contacts
3. Import all existing emails

Import existing emails for one contact

1. To import older emails from your Outlook 365 for a specific contact in eWay-CRM, open it and click Import emails in the toolbar.



Alternatively, you can right-click on the contact right in the list/board view and select the same.



 

2. Choose how old emails eWay-CRM should import and click Import from Microsoft 365.



 

3. eWay-CRM will crawl your Microsoft 365 mailbox and import all emails sent/received from the selected contact.

Import existing emails for all contacts

1. To import existing emails for all your eWay-CRM contacts, go to Contacts and click Import emails in the toolbar.



 

2. Choose how old emails eWay-CRM should import and click Import from Microsoft 365.



 

3. eWay-CRM will crawl your Microsoft 365 mailbox and import all emails sent/received from your eWay-CRM contacts (compared by email addresses). If you sent/received an email from a person who is not in your eWay-CRM contacts, the email will not be imported.

Import all existing emails

1. If you want to upload all existing emails from your Microsoft 365, click the import button on the Emails module ribbon.



 

2. In the next step, select the time period for which you want to import emails and click Import from Microsoft 365.



 

3. eWay-CRM will crawl your Microsoft 365 mailbox and import all your emails.