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How to Migrate Outlook Rules to Office 365 Account? Effortlessly

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Published By Aldrich Calvin
Anuraag Singh
Approved By Anuraag Singh
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Published On May 31st, 2024
Moving Outlook to Office 365 can be difficult, particularly due to the possibility of losing data and the necessity to adjust rules and settings. This article offers a detailed tutorial on how to easily move your Outlook rules to Office 365, making sure the move is smooth and you keep your personalized email management settings. Discover the best ways to export and import rules, deal with possible problems, and keep up your productivity throughout the move.

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 various utilities like Outlook. Many business holders use Outlook as their prominent email client.

Thinking about migrating 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 import PST to Office 365.

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 a .rwz file format that can only be opened and used within Outlook.

Steps to Migrate Outlook Rules to Office 365

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 the O365 account. Let’s get into the process of 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.select one account to export outlook rules
  6. Then hit the Options button.
  7. In the Options box, click Export rules.
    click export rules
  8. 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. If you have several email accounts in Outlook, you must choose the desired account from which to import Outlook’s rules. This can be done by selecting the option from the Apply changes to this folder drop-down menu.
    select the one to which you want to import Outlook rules
  5. Hit on the Import rules button.
    click Import Rules
  6. 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 migration 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.

Conclusion

In this blog, we resolve the widely searched query “Migrate Outlook rules to Office 365”. We provide a thorough guide on the entire process, covering both the exporting and importing steps. We also discuss potential problems that might occur following the rule transfer and demonstrate solutions through adjustments in settings. Furthermore, we go into depth about the software utilized for transferring PST files to Office 365.

Frequently Asked Questions

Q. What steps should I take if a few of my Outlook policies fail after the move?

If certain policies fail, make sure all related folders are present and that the policies are not restricted to the client. Additionally, you might need to modify or entirely rewrite the policies if they are required.

Q. Can I migrate Outlook rules for multiple email accounts at once?

No, you need to export and import rules for each email account separately.

Q. What will occur to my Outlook rules if I remove the related folder in Office 365?

Removing the related folder in Office 365 will result in the rule linked to that folder malfunctioning, potentially leading to issues.

Q. Is there any restrictions on how many rules I can add to Office 365?

Yes, there are restrictions on the number of rules you can incorporate into Outlook. The specific cap can fluctuate based on the version of Outlook and Office 365.