Importing Contacts |
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Importing your contacts from your existing contact manager or e-mail program saves you time from typing these into contacts manually. Most people should probably only need to run the import one time when they initially get started with their contacts database. In order to use the contact import tool, you must first export your contacts from your local contact management system into a .CSV file. The exact process for your contact management application may vary from our documentation on these processes so you should consult your software's user's guide for exact instructions. For convenience, though, we've outlined the correct processes for the following programs.
Once you've generated the CSV export file from your contact management software, you can import it directly into your contact manager. To do so...
- In the contact manager, click
Tools, Contact Import.
- In the screen that appears, indicate the source of your contacts.
Options are.
- Outlook
- Top Producer 7i
- Excel Comma Separated File (.CSV)
Note: If your contact program is not listed, you'll need to create a .CSV file containing your contacts using your contact management program and then make some adjustments to that file in order to import it. For details on this process, see the Importing CSV Files section of this user's guide. - Click Browse and browse out to the location of your contacts .CSV file. When you find it, click Open to open it.
- Finally, click Import to import your contacts. When the process is complete, you receive a list of all contacts which were successfully imported. Just click Close to close the window.
If you want to import additional contacts, repeat the steps above. Once you've imported the contacts, you may want to go back and edit each contact, update their information and assign them to additional groups.
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