How to Migrate Outlook Rules to Office 365 Account? The Complete Guide

Migrate Outlook rules to Office 365

author
Published By Aldrich Calvin
Anuraag Singh
Approved By Anuraag Singh
Published On October 11th, 2023
Reading Time 5 Minutes Reading
Category General, Office 365

Office 365 is becoming the number one cloud-based storage that not only helps you to store your data with security measures but also allows you to perform use various utilities like Outlook. Many business holders use Outlook as their prominent email client. Thinking to migrate from Outlook to Office 365 cloud let them think twice because of the data loss. Moreover, there are various preferences, settings, and rules that we have configured with the Outlook account, and migrating Outlook to Office 365 account won’t send all the rules.

You need to perform all those settings and rules again. But that’s not the chance for you. What if we say that you don’t have to worry as we would provide you the method to migrate Outlook rules to Office 365 account so that you don’t have to re-implement those settings again? After reading this blog you would be able to copy rules from Outlook to Office 365 account. So, now you don’t have to reconfigure your entire Outlook after you perform PST to Office 365 migration.

Whenever any of the Outlook email data are considered to be moved from Outlook you need to understand how to migrate Outlook rules to Office 365 account. Whenever you perform any particular set of rules migration they particularly add an existing list of rules. Most importantly user should know that you can only import a single set of rules that can be migrated and the rules can be managed at the user end. These rules and preference settings are saved in .rwz file format that can only be opened and used within Outlook.

Table Of Content

Steps to Migrate Outlook Rules to Office 365

In order to export Outlook rules to Office 365, you need to follow the particular instructions that will set up the entire Outlook preference and settings to O365 account. Let’s get into the process to copy rules from Outlook to Office 365:

Steps to Export the Rules of Outlook to Office 365

  1. Open the Outlook and Click on File tab.
  2. Now hit on the Info view and click on the Manage Rules & Alerts option.
  3. Inside the Home tab, choose the Rules in the Move group and select Manage Rules & Alerts.
  4. After opening the Rules and Alerts dialog.
  5. If you have multiple email accounts. Choose the one from which you want to export the rules. Then hit the Options button.
  6. In the Options box, click Export rules.
  7. Select the path and name of the file. The file is saved in .rwz format and saved.

Now you have the rules file that can be imported easily. There is no issue of the file type. It is supported in all the versions of the Outlook. You can also change the file type as per the requirement. Now it’s time to explore the steps to Import the rules.

Import Rules to Office 365 A Step-By-Step Approach

  1. Open the destination platform to import the rules.
  2. Click on the File tab and then Info.
  3. Choose the Manage Rules & Alerts option button then click on the Options button.
  4. Hit on the Import rules button.
  5. Browse the location of the resulting file and Open it. 

Sometimes when you migrate Outlook rules to Office 365 account. A few rules may not migrate in Exchange to Exchange or Exchange to Office 365 migrations. This typically is due to the corresponding folders not being created at the Destination mailbox. For example, you may have a rule that all email from “user@company.com” is moved into the “User” folder. If the “User” folder isn’t created at the Destination, that might be because the folder was deleted at the Source and the user simply didn’t update the rule. Other rule migrations failures can occur if the rule is a client-only one.

Importing rules to the destination is not just the end but also needs to check some settings. Using the Rules and Alerts dialog box you can modify the settings. Click on Change Rule and select the Edit Rule Settings option to perform the modification as per the requirement. This is the method through which you can migrate the rules but sometimes you do not want to migrate the rules only but also migrate the PST file. To do this, let’s explore the efficient method.

How to Import PST to Outlook Online Efficiently?

The expert recommends the Office 365 PST Import Tool to import PST to Outlook Online. This tool is full-fledged with advanced features to give a seamless experience to users. It is able to migrate multiple data such as Emails, Contacts, and calendars as well. You can also import PST file to shared office 365. There is a smart Date Filter through which you can choose the relevant data only. This tool is supported for all versions of Outlook like 2019, 2016, and below.

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Conclusion

In this blog, the widely searched query “Migrate Outlook rules to Office 365” is resolved. The complete method is explained in detail with both of the sides either it is exporting or importing. Because of some issues that can be created after migrating the rules can tackle with the settings modification. The tool which is used to import PST to Office 365 is also elaborated in a detailed manner.

Also Read: How to Split Outlook PST File into smaller parts?