WORKING WITH YOUR DATA

Importing data: Microsoft OUTLOOK

 
To bring your list data into your MS Outlook Contacts folder:
  1. Click on File and New. Select Folder.
  2. Give the folder a name. Example: List.
  3. Where it says Folder Contains, select Contact Items.
  4. Where it says Select where to place the folder, select Contacts and hit OK.
  5. Now click on File and choose Import and Export…
  6. This will bring up an Import and Export Wizard.
  7. Select Import from another program or file. Click Next.
  8. In the Import a File: box select Comma Separated Values (Windows) and click Next.
  9. Now you will need to select your file. Click on Browse…
  10. In the Look In: box go to either the Floppy (A:\) drive or the directory on your hard drive that you saved the file to.
  11. In the Files of Type: box choose Comma Separated Values (Windows).
  12. Locate your file and double click on it.
  13. In the box under Options, select whether or not you want duplicates and click Next.
  14. Now you will need to highlight the folder that you just created and click Next.
  15. In the next window you will need to click on the box that appears under The following actions will be performed:. This will place a check mark in the box.
  16. Now click on Map Custom Fields…
  17. The From: box will contain the fields in your import file. Note: If your file has a header record, put a check mark in the box that says First record contains field names.
  18. Click on the fist field from your file and drag it to the corresponding field in Microsoft Outlook.
  19. Do this for all of the fields in your import file. Note: If the field in outlook has a + next to it, you can click the + and it will bring down the rest of the fields in that category.
  20. The following import fields will need to be matched up with the following Outlook fields:
     
    Import Field Outlook Field
    Name --- Name
    First Name --- Name: First Name
    Last Name --- Name: Last Name
    Company (Business Name) --- Company
    Title --- Job Title (not Contact Title)
    Address (Business) --- Business Address: Business Street
    City (Business) --- Business Address: Business City
    State (Business) --- Business Address: Business State
    Zip Code (Business) --- Business Address: Business Postal Code
    Phone (Business) --- Business Address: Business Phone
    Fax (Business) --- Business Address: Business Fax

     
  21. After all the fields in the import file have been matched up with the fields in Outlook, click on OK. Then click on Finish.
  22. Outlook will now import your records into the folder you created in Steps 1-4.

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