Outlook Contact Import

Since contacts are a crucial part of managing and marketing your business, XSites Desktop provides a simple way to keep your XSite contacts in-sync with your Outlook contacts by automatically importing your contacts directly from your full Microsoft Outlook installation. To set up automatic contact imports from Microsoft Outlook into your XSite contact manager...

1. In XSites Desktop, click Menu, Contacts from Outlook.
   
   
2. In the screen that appears, mark an option to indicate whether you want to upload contacts in Outlook that are not already in your XSite or also update contacts in your XSite with the information from your Outlook contacts.
3. Mark Public or Private to indicate whether you want your Outlook contacts to go into your personal XSite address book or into your site's global address book so that your staff can access the contacts as well.
4. In order to keep your address book clean, you may want to limit contacts in your upload to just those that have enough contact information. Mark All Selected or Any One of the Selected to indicate whether your Outlook contacts must have all of the checked contact information or just some of the checked contact information to qualify for upload. Then, check E-mail Address, Phone Number, and/or Mailing Address to indicate which contact information is necessary.
5. If you want to assign your contacts into a specific XSite contact group when you upload them, choose the appropriate contact group from the drop-down menu at the bottom of the screen.
6. If you want XSites Desktop to keep uploading new and updated contacts to your XSite on a regular basis, check the box to Automate Contact Updates and then specific the frequency of the upload by selecting Days, Weeks, or Months from the drop-down menu at the top and typing the number of days/weeks/months between uploads.
7. To force an immediate upload of your Outlook contacts, click Update Now at the top of the window.
8. When finished, click Save to save your settings and/or schedule the regular uploads of your contacts.

		Note: In order for XSites Desktop to regularly upload your new and updated contacts to your XSite, it must be open around the scheduled times of the update. By default, XSites Desktop opens automatically when you start your computer to assist with this, but if you have disabled the automatic startup, you will need to open XSites Desktop regularly to take advantage of automatically scheduled updates.

 

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