The CSV file shown above contains four fields of information: Name, Date, Time and Duration. It has sufficient fields to import into OfficeTalk as either Appointment data or Task data. OfficeTalk requires the following fields for each data type:
| Data Type | Required Fields |
| Appointments | Name, Date, Time, Duration |
| Tasks | Name |
To import Task or Appointment data, do the following:
Select either CSV Tasks or CSV Appointments from the File/Import menu in Diary mode. The CSV Import Wizard is displayed, showing the File page.
The File page lets you choose the CSV file whose data you wish to import. Either type in a filename into the Import File field or press the Browse… button and search for the required file. Once you have specified a valid filename in this field, you may view the file by pressing the View File button. Press Next to continue
The Connections page lets you connect the available fields in the selected CSV file with the relevant data type's available fields. For example, if you were importing the sample file above into your diary as appointments, the Connections page would show the following:
You must connect up the fields from the selected file to the appropriate appointment fields. For example, Name should be connected to Description, Date to Date, Start Time to Time and Duration to Duration. To connect two fields, select the relevant field from each list and press the Connect button. If you make a mistake you can disconnect a field by selecting the relevant field from the right hand list and pressing Disconnect. Alternatively, just connect the field in the right hand list to a different field in the left hand list.
Note: The CSV Import Wizard will let you connect a field in the right hand list to more than one field in the left hand list. The result is that data held in the relevant field in the CSV file is copied to each connected field in the task or appointment.
Pressing Next will display the Preview page. This page lets you verify that the connections you have made are correct by allowing you to step through each record that will be added. This way, you will be able to spot any mistakes prior to loading the data into OfficeTalk.
The Prev and Next buttons may be used to step through each record in the CSV file. When you are happy that the data will import correctly, press Finish. OfficeTalk will import the data as either Tasks or Appointments, depending upon whether you selected Import CSV Tasks or Import CSV Appointments.