Tuesday, January 18, 2011

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Outlook: import contacts from an Excel file

It is quite possible to import your contacts from Outlook to a range of cells you created in Excel. To achieve this it will just pay attention to:

  1. version of the Excel file must be formatted 97-2003.
  2. The range of cells containing data must be named. it is essential to include the headers of data in the range.
  3. When running the import wizard you must ensure that your Excel data is in agreement with the fields of Outlook contacts by performing mapping.

Detailed Procedure

  1. Data Preparation
    • Open a new Excel workbook
    • Enter data of your contacts by adding headers significant to them (column (A): Civility, column (B): name, column (C): First names, column (D): Organization; ...)
    • Select the cells containing your giving by including their headers.
    • Identify the range of cells.
      • Open the dialog "New name " (Define a name)
        • In Excel 2007-2010: Tab Forms "-> Groups" Defined Names "- -> "Define Name "
        • In Excel 2003: menu Insert "->" list Name> "->" command Set ... "
      • In the text box" Name "(name in the workbook), replace the name suggested by the name of your choice and confirm by clicking OK (eg ListeContacts)
        image
    • Save the workbook in Excel 97-2003
      • Under 2007 (2010): button Office "(tab" File )"--> dropdown button ; Save -sub "->" Excel 97-2003 Workbook ".
      • In Excel 2003: menu File "-> command" Save .
    • Close the Excel workbook.
  2. Importing data
    • Start Outlook 2007 or activate
    • Select Folder "Contacts "
    • From the "File " click the button "Import and Export .. . "
    • Step 01: Select an action to perform
      • Import from another program or file
    • Step 02: Select the file type Import from Microsoft Excel 97-2003
    • Step 03:
      • File to upload: click on "Browse ... " then find and select the file in Excel 97-2003 format containing your contacts .
      • Options: Select from among the 03 options to suit your needs.
    • Step 04: Select the destination folder
      • If this is not done by default, select the folder "Contacts " by clicking it.
    • Step 05:
      • following actions will be executed
        Check if this is not done by default on the box " Import 'LIsteContacts' in the folder: Contacts "
        ListeContacts Where is the name of the range of cells containing the data of your contacts.
      • Custom Fields ...
        Click the "Custom Fields ... "to ensure the proper matching of data fields with your contacts in Outlook.
        Warning: some Outlook data as is the case for " Name" must be developed because they are made in all of sub data.
        Mappage
        • The mapping is accomplished by clicking and dragging fields from the left pane to their correspondents in the right pane.
    • Step 06:
      • Run the import by clicking the button "Finish"
      • A dialog box "Import" appears, waited until the end of import.
Note:

It will apply the same procedure with the 2010 version of Outlook with the difference that to launch " Import Wizard" will require:

  • Tab ; File "-> button" Open "->" Import "

Tags Key Technorati: Outlook , , , Excel

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