<p><span style="font-size: 10pt;">This article describes how to export your contacts from MS Outlook 2003 and prepare a file to import into your HyperOffice portal.</span></p>
<h1><span style="font-size: 14pt;">Follow these steps to export your contacts from Outlook:</span></h1>
<p> </p>
<ol>
<li><span style="font-size: 10pt;">Open Outlook</span></li>
<li><span style="font-size: 10pt;">From the File menu, select <strong>Import and Export</strong>. The Import and Export wizard will open.</span></li>
<li><span style="font-size: 10pt;">From the list, you need to select <strong>Export to a file</strong> from the list, and click the next button.</span></li>
<li><span style="font-size: 10pt;">Select <strong>Comma Separated Values (Windows)</strong> from the list of file types. Click on the next button.</span></li>
<li><span style="font-size: 10pt;">Select <strong>Contacts</strong> you wish to export. Click on the next button.</span></li>
<li><span style="font-size: 10pt;">Type the name of the file you are going to create. You can select the <strong>Browse</strong> button to make note of where on your hard drive the file will be saved. Click on the next button.</span></li>
<li><span style="font-size: 10pt;">The last screen of the wizard shows you what action you are going to perform. If the appropriate item is checked, select the <strong>Finish</strong> button.</span></li>
</ol><br /><br />
<h1><span style="font-size: 14pt;">Follow these steps to prepare the file for your HyperOffice portal:</span></h1>
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<ul>
<li><span style="font-size: 10pt;">To Import contacts you must upload a comma-delimited file using the specified fieldnames listed below. Most spreadsheets will save a file as a "csv" or "comma separated value" file. The file must have a "header row" with the fieldnames listed as the first line of the file. The order of the headers does not have to match the order displayed below.</span></li>
<li><span style="font-size: 10pt;"><strong>Recommended method for importing contacts:</strong> Use the Import Template file attached to this document as your source to upload contacts into HyperOffice.<br /><br /></span><ol>
<li><span style="font-size: 10pt;">Download the Import Template</span></li>
<li><span style="font-size: 10pt;">Export Contact from your current contact management system and save it on your computer as a .csv file (e.g. filename.csv).</span></li>
<li><span style="font-size: 10pt;">Using Microsoft Excel open both files. First open the csv file you just exported. Next open the Import Template downloaded in Step 1. Copy each column from the csv file into the corresponding column in the Import Template file. Be sure not to replace the "header row" in the Import Template file. Tip: You can resize both files so they are next to one another to work between the files easier.</span></li>
<li><span style="font-size: 10pt;">Save the Import Template file to your computer as "csv" file (filename.csv).</span></li>
</ol></li>
</ul>
<span style="font-size: 10pt;"><br /><br /><strong>Additional Information:</strong><br /></span>
<ul>
<li><span style="font-size: 10pt;">All address fields not preceded by the word "WORK" are home address fields.</span></li>
<li><span style="font-size: 10pt;">Any record without a FULLNAME or an ORGANIZATION name will not be imported.</span></li>
<li><span style="font-size: 10pt;">Your csv file header may not contain all the fieldnames described below.</span></li>
<li><span style="font-size: 10pt;">Your csv file header should not contain empty fields, for instance: FULLNAME,FIRSTNAME, ,LASTNAME, , ,HOMEPHONE…</span></li>
<li><span style="font-size: 10pt;">Break your contacts into smaller groups of 500 records</span></li>
<li><span style="font-size: 10pt;">When the import process is finished, refresh the contacts page to view the imported contacts.</span></li>
</ul>