Microsoft Outlook Import

The Microsoft Outlook Import allows you to create or update Contacts in Office based on Outlook e-mail messages, calendar events, or contact records.

1. By default, all import sources are selected. Deselect an import source by unchecking the associated box.

Note: To deselect the Inbox, Sent Items, or Drafts, you must first uncheck the All E-mail Messages option.

2. In the Date Range section, select All to include any item found within the selected import source. Use the User Select option to set a date range and limit the time period of the imported items. Set the Start and End Date by clicking on the calendar icon or entering a date range in the format of MM/DD/YYYY. This option does not apply when Contacts is the only import source selected.

3. The Replace duplicates with items imported option is selected by default and will update existing contacts. When the Allow duplicates to be created option is selected, multiple contacts with identical information may be added to the system. The Do not import duplicate items option skips creating the contact if a matching record is already present.

4. In the Use email in the following fields to match clients area, you can check the To, From, and/or CC boxes to match e-mails from those fields to existing clients.

5. Click Import to start the process. When complete, the system provides a notice of the number of records created.

6. Imported Outlook Contact records can be viewed under the Client Management, Contacts area of the system. Imported e-mail and calendar records are housed under the Client Management, Activities menu.

7. Click Cancel to exit the screen without making changes.