Import:
Contacts, Consultants can be directly imported
from MS Outlook, Outlook Express. If you are using
ACT, Goldmine, Maximizer, Netscape, Eudora or any other
contact/Email manager, you need to first export contacts
from that application into comma separated/delimited format
(CSV). Almost all the applications, including MS
Excel allows to export into CSV format.
Import
from MS Outlook or Outlook Express
- On the File menu, click Import and Export...,
which launches the Import/Export
Wizard. Select MS Outlook or Outlook Express
depending on which application you are importing from
and then click Next Button.
- Select Contacts or Consultants depending on what
items you are importing and then click Next
Button.
- Select the desired option in the Duplicates step.
If you do not want duplicates (based on the EMail
address), select Do not import duplicate items
option. Click Next Button.
- Click Finish Button. Wizard will start
analyzing your items to see how they are organized
in Outlook (Categories, Groups, Folders). After
analyzing, the wizard will present you Item Categorization
window. Follow the the instructions and then
click Finish Button.
- Note: In some rare instances, particularly if you
have MS Exchange, importing may fail. If that
happens, please export the contacts into CSV format
from Outlook and then follow the instructions in Import
from Other Applications.
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Import
from Other applications (ACT, Goldmine, Maximizer, Netscape,
Eudora)
- On the File menu, click Import and Export...,
which launches the Import/Export Wizard.
- Select Import from Comma Separated File and
then click Next Button.
- Browse and select the CSV file, which was exported
from Other application.
- Select Contacts or Consultants depending on what
items you are importing.
- Select which application created the CSV file and
then click Next Button.
- Select the desired option in the Duplicates step.
If you do not want duplicates (based on the EMail
address), select Do not import duplicate items
option. Click Next Button
- Select the Category of the importing items from
the dropdown OR Enter Category based on your
nomenclature.
- Check Hotlist is sent to these contacts if
you intend to send hotlist to these contacts.
- Check Reqlist is sent to these contacts if
you intend to send reqlist to these contacts.
Click Next Button
- Click Finish Button to start importing.
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Import from CSV file
- On the File menu, click Import and Export...,
which launches the Import/Export Wizard.
- Select Import from Comma Separated File and
then click Next Button.
- Browse and select the CSV file, which was exported
from Other application.
- Select Contacts or Consultants depending on what
items you are importing.
- Select 'Other' in the Import file was created
by dropdown and then click Next Button.
- Select the desired option in the Duplicates step.
If you do not want duplicates (based on the EMail
address), select Do not import duplicate items
option. Click Next Button
- Select the Category of the importing items from
the dropdown OR Enter Category based on your
nomenclature.
- Check Hotlist is sent to these contacts if
you intend to send hotlist to these contacts.
- Check Reqlist is sent to these contacts if
you intend to send reqlist to these contacts.
Click Next Button
- Click on Advanced Options Button to show
the Field Mapping window.
Map the fields by dragging and dropping Fields from
Import Fields list into cBizOne Fields
list. After mapping all the desired fields,
click on Close Button.
- Click Finish Button to start importing.
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