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Importing contact data from Outlook
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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.
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When the Import and Export Wizard appears
select 'Export to a file' and click Next
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On the next screen select 'Comma Seperated Values
(Windows)' and then click Next
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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.
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Select where you want the 'contacts.csv' file
that Outlook® generates to be saved and then click Next.
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Click the 'Finish' button and the contacts.csv
file will be created
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Close down Outlook® and start TCM4000. From the
Wizards menu select the 'Import Wizard' option.
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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.
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File layout - step 1 |
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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.
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File layout - step 2 |
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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.
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Multi-line field
detected |
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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.
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Field allocation |
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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.
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Target Location |
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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.
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Finished |
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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. |
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Open the Import Wizard |