Importing contact data from Outlook

Start Microsoft® Outlook® and from the File menu select Import and Export. If you do not have this option installed then Outlook® will ask you for the installation CD.

When the Import and Export Wizard appears select 'Export to a file' and click Next
On the next screen select 'Comma Seperated Values (Windows)' and then click Next
Select the Outlook® folder that you want to export from. This will usually be the 'Contacts' folder, once you have selected the folder click the Next button.
Select where you want the 'contacts.csv' file that Outlook® generates to be saved and then click Next.
Click the 'Finish' button and the contacts.csv file will be created
Close down Outlook® and start TCM4000. From the Wizards menu select the 'Import Wizard' option.

When the Import Wizard starts select the '...from File' option. Click on the button showing the folder and locate the contacts.csv file that you have just created. Once you have selected the contacts.csv file that you want to import into TCM4000 click on the Next button.

File layout - step 1 Here you you will the raw data that you are going to import. Select the row that you want to start the import from. Click Next.

File layout - step 2 The data will now be sorted into columns. If the data does not appear in columns use the 'Delimiters' options to select the type of delimiter that is used to seperate the data. When the data looks correct click Next.

Multi-line field detected If the TCM4000 import wizard detects a multi-lined field within the data you have the option to select what type of data is in the multi-line field. Microsoft® Outlook® stores addresses in multi-line field and so for TCM4000 to impoort the address correctly this field must be split into seperate fields. Click on the Continue button. The import wizard will open your spreadsheet program showing the contacts.csv file with the changes that have been made to the multi-line fields. Check that the data is in the correct columns, once you are satisfied that it is save the file and then start the TCM4000 import wizard again. The new file that you created will already be in the ...from File box.

Field allocation On this screen you must match the data fields that you are importing with the corresponding TCM4000 field. To do this select the TCM4000 field from the list on the right and drag it onto the corresponding field on the left. Company fields are shown in yellow, Contact fields in blue, family fields in green and Asset fields in red. Once you have matched up all the fields savethe scheme by click on the blue disk button and once saved click on the Next button.

Target Location Here you will see the folder that the data will be imported too. It is good practice to store the import data into a sub folder structure. You can select the folder sub-structure that you want by clicking on the Create sub-folder for your data drop list. Once you have selected the sub folder structure click on Next.

Finished Click Start to begin the import of your data. Once your data has been imported the Import Wizard will close. When you open the TCM4000 filing screen you will see the folder in which you imported your data too.

Open the Import Wizard