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Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Outlook Contacts Export Guideline Outlook.

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Presentation on theme: "Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Outlook Contacts Export Guideline Outlook."— Presentation transcript:

1 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Outlook Contacts Export Guideline Outlook Contacts Export Guideline How to export your Outlook contacts

2 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Steps to export from Outlook 2007/2010 (For OWA, skip ahead): Summary of Steps (please see following pages for screenshots): 1.For Outlook 2007, Select File | Import and Export from the File menu. For Outlook 2010, Select File tab, Open | Import from the File menu. 2.Make sure Export to a file is highlighted. Click Next >. 3.Now make sure Comma Separated Values (Windows) is selected. Click Next > again. 4.Highlight the Contacts folder. Click Next >. 5.Use the Browse... button to specify a location and file name for the exported contacts. Something like "Outlook.csv" or "ol-contacts.csv" on your Desktop should work fine. Click Next > (once more). 6.Confirm the action item Export "Contacts" from folder: Contacts is checked. Click on Finish and the data will be exported. Export contacts from Outlook Back to Contents

3 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Step – 1: Select “File” | “Import and Export” from the File menu. Export contacts from Outlook Back to Contents Outlook 2007 Instructions (For OWA, skip ahead):OWA

4 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Step – 1: Select the File tab, then select “Open” | “Import” from the File menu. Export contacts from Outlook Back to Contents Outlook 2010 Instructions (For OWA, skip ahead):OWA

5 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Step 2: Click on "Export to a file“. It should be highlighted. Click Next >. Export contacts from Outlook Back to Contents Outlook 2007 & 2010 Instructions (For OWA, skip ahead):OWA

6 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Step 3: Select Comma Separated Values (Windows) or Microsoft Excel for an Excel file. Click Next > Export contacts from Outlook Outlook 2007 & 2010 Instructions (For OWA, skip ahead):OWA Back to Contents

7 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Step 4: Select the Contacts folder to export from. Click Next > Export contacts from Outlook Back to Contents Outlook 2007 & 2010 Instructions (For OWA, skip ahead):OWA

8 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Step 5: Specify the folder and filename for the export file. Click on Next > Export contacts from Outlook Back to Contents Outlook 2007 & 2010 Instructions (For OWA, skip ahead):OWA

9 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Outlook 2007 & 2010 Instructions (For OWA, skip ahead):OWA Step 6: Confirm the action item is checked. Click on “Finish” and the data will be exported. Export contacts from Outlook Back to Contents

10 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Outlook Web Access does not come with an export feature but you can manually copy the contact information into a file. Export contacts from Outlook Extracting Contacts From Outlook Web Access Involves Two Primary Sets of Steps: 1.Extracting Contacts From Outlook Web Access (six steps) 2.Moving the Contacts to Excel (thirteen steps) Outlook Web Access (OWA) Instructions: Back to Contents

11 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Export contacts from Outlook Manually extracting contacts from Outlook Web Access involves two primary sets of steps: 1.Extracting Contacts From Outlook Web Access (six total steps) 2.Moving the Contacts to Excel (thirteen total steps) Outlook Web Access (OWA) Instructions: Outlook Web Access does not come with an export feature but you can manually copy the contact information into a file. Back to Contents

12 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Export contacts from Outlook Outlook Web Access (OWA) Instructions: Extracting Contacts From Outlook Web Access To manually copy the contact information into a text file: 1.Click the folder in Outlook Web Access that contains your contacts. You will see the contact details, such as name, address, etc. 2.Click and drag your cursor so that you have selected the contacts. 3.Click Edit | Copy to copy the information. 4.Open a plain text file (TXT) in a program such as Notepad. 5.Click Edit | Paste to paste the information. Note: If you have many contacts, Outlook Web Access may split them into several pages. Click the page arrow and repeat these steps until you have copied the contacts from all pages into the text file. 6.Click File | Save As. 7.Save the text file to somewhere you can easily locate it. Next, you will move the list into Microsoft Excel for easy uploading. Back to Contents

13 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Export contacts from Outlook Outlook Web Access (OWA) Instructions: Moving the Contacts to Excel 1.To transfer the contact information into Microsoft Excel: 2.Open Excel, which should open a new file by default. 3.Click Data | Import External Data | Import Data. 4.Select the text file that contains your contacts. 5.An import wizard will appear. 6.Choose "Delimited" and click Next. 7.Under Delimiters, choose Tab and Space and click Next. 8.Click Finish. 9.Choose Existing Worksheet. The contacts should now appear properly split into multiple columns in Excel. Go to next slide to continue... Back to Contents

14 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Moving the Contacts to Excel 10.Move the address to the first column for ease of import. You can also label your columns, though this is optional. 11.Click File | Save As. 12.Under Save As Type, choose CSV (Comma Delimited or *.csv). 13.Save the text file to somewhere you can easily locate it. 14.Click OK on the message "The selected file type does not support workbooks that contain multiple sheets". Your contacts are now ready to be converted into the required format to import into DonorCommunity. Export contacts from Outlook Outlook Web Access (OWA) Instructions: Back to Contents

15 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Export contacts from Outlook Remaining Steps to be Performed: Back to Contents 1.Export contacts from Outlook 2.Modify the exported file to conform to DonorCommunity import file 3.Import into DonorCommunity

16 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 Export contacts from Outlook Remaining Steps to be Performed: Back to Contents To complete the remaining steps, simply follow the instructions in the CRM Upload Guideline that you have been provided!

17 Outlook Contacts Export Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, September 2012 If you need any assistance, please contact us at Back to Contents


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