importing contacts from excel

Status
Not open for further replies.
J

Julie

I'm having trouble importing contacts into Microsoft Outlook Business Contact

Manager 2007 from an Excel spreadsheet. I have two questions:

1. The mapping process appears to be very simple, but the fields that show

up in the left box that should represent the fields in my Excel spreadsheet

is incomplete so I am unable to map all the fields.

2. I've tried mapping the fields that are available and the wrong

information lands in the contact manager. For example, I very clearly drag

NAME from my spreadsheet over to full name in contact manager. For some

reason TITLE from my spread sheet lands in the name area. I've double

checked myself several times, and I appear to be mapping correctly, but it

just doesn't work right.

Any ideas?

Julie
 
K

Karl Timmermans

It's been a long time since working with BCM in terms of import/export but

believe the following is the same as standard Outlook and still holds true

for BCM. On that basis (and will gladly stand corrected if anyone determines

the following to be incorrect as applied to BCM)......

Re: #1 - Available fields

Whether BCM or standard Outlook, the fields that can be mapped are limited

to those listed within the Import/Export wizard. There is no facility to

import data to any custom/user-defined fields.

Re: #2 - FullName

The <FullName> field is a <derived> field that is actually the <sum of its

parts> which are <Title, FirstName, MiddleName, LastName, Suffix>. If you

simply import a <name> to the <Full Name> field, Outlook will attempt to

deciper what component parts are included in the name you are importing and

may or may not correctly make that determination. To ensure accurate info,

the component elements should be imported to the corresponding individual

Outlook names.

Karl

_____________

ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter

"Power contact importers/exporters for MS Outlook '2000/2007"

"Julie" <Julie> wrote in message

news:3435350B-A13A-46E4-B37D-C6485A9FFDCE@microsoft.com...
> I'm having trouble importing contacts into Microsoft Outlook Business
> Contact
> Manager 2007 from an Excel spreadsheet. I have two questions:
> 1. The mapping process appears to be very simple, but the fields that show
> up in the left box that should represent the fields in my Excel
> spreadsheet
> is incomplete so I am unable to map all the fields.
> 2. I've tried mapping the fields that are available and the wrong
> information lands in the contact manager. For example, I very clearly
> drag
> NAME from my spreadsheet over to full name in contact manager. For some
> reason TITLE from my spread sheet lands in the name area. I've double
> checked myself several times, and I appear to be mapping correctly, but it
> just doesn't work right.

> Any ideas?
> > Julie
 
J

Julie

Thank-you for writing back, Karl.

I think maybe BCM has changed since you last saw it. In the import wizard

there is a box on the left listing the fields in the file from which I am

importing. Then, there is a box on the right with fields BCM is set up with.

My data has the contact's full name in one cell. Since BCM has a fields set

up for first name, last name, and also one set up for full name, I have

mapped my full name to BCM's full name. For some reason TITLE from my data

falls into both the TITLE field and the FULL NAME field in BCM.

Also, BCM does have an option of mapping to a new field, but I probably

shouldn't use it for the name.

Is there an easy way in excel to split first and last names into two cells,

or do I have to do that all manually, (I have hundreds of records to import).

If I have to do it manually, I'll probably have to look for a different

Contact Management System. I'm just getting started now.

Thanks,

Julie

"Karl Timmermans" wrote:


> It's been a long time since working with BCM in terms of import/export but
> believe the following is the same as standard Outlook and still holds true
> for BCM. On that basis (and will gladly stand corrected if anyone determines
> the following to be incorrect as applied to BCM)......

> Re: #1 - Available fields

> Whether BCM or standard Outlook, the fields that can be mapped are limited
> to those listed within the Import/Export wizard. There is no facility to
> import data to any custom/user-defined fields.

> Re: #2 - FullName

> The <FullName> field is a <derived> field that is actually the <sum of its
> parts> which are <Title, FirstName, MiddleName, LastName, Suffix>. If you
> simply import a <name> to the <Full Name> field, Outlook will attempt to
> deciper what component parts are included in the name you are importing and
> may or may not correctly make that determination. To ensure accurate info,
> the component elements should be imported to the corresponding individual
> Outlook names.

> Karl
> _____________
>

> ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter
> "Power contact importers/exporters for MS Outlook '2000/2007"
>

> "Julie" <Julie> wrote in message
> news:3435350B-A13A-46E4-B37D-C6485A9FFDCE@microsoft.com...
> > I'm having trouble importing contacts into Microsoft Outlook Business
> > Contact
> > Manager 2007 from an Excel spreadsheet. I have two questions:
> > 1. The mapping process appears to be very simple, but the fields that show
> > up in the left box that should represent the fields in my Excel
> > spreadsheet
> > is incomplete so I am unable to map all the fields.
> > 2. I've tried mapping the fields that are available and the wrong
> > information lands in the contact manager. For example, I very clearly
> > drag
> > NAME from my spreadsheet over to full name in contact manager. For some
> > reason TITLE from my spread sheet lands in the name area. I've double
> > checked myself several times, and I appear to be mapping correctly, but it
> > just doesn't work right.
> > Any ideas?
> > > > Julie


>
 
K

Karl Timmermans

Check out "Split names by using the Convert Text to Columns Wizard" in the

Excel help file - should do the trick for you depending on what is contained

in the FullName field in Excel.

Karl

_____________

ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter

"Power contact importers/exporters for MS Outlook '2000/2007"

"Julie" <Julie> wrote in message

news:6AD09410-9253-4E44-9929-25B65FA64E96@microsoft.com...
> Thank-you for writing back, Karl.
> I think maybe BCM has changed since you last saw it. In the import wizard
> there is a box on the left listing the fields in the file from which I am
> importing. Then, there is a box on the right with fields BCM is set up
> with.
> My data has the contact's full name in one cell. Since BCM has a fields
> set
> up for first name, last name, and also one set up for full name, I have
> mapped my full name to BCM's full name. For some reason TITLE from my
> data
> falls into both the TITLE field and the FULL NAME field in BCM.

> Also, BCM does have an option of mapping to a new field, but I probably
> shouldn't use it for the name.

> Is there an easy way in excel to split first and last names into two
> cells,
> or do I have to do that all manually, (I have hundreds of records to
> import).
> If I have to do it manually, I'll probably have to look for a different
> Contact Management System. I'm just getting started now.

> Thanks,

> Julie

> "Karl Timmermans" wrote:
>
> > It's been a long time since working with BCM in terms of import/export
> > but
> > believe the following is the same as standard Outlook and still holds
> > true
> > for BCM. On that basis (and will gladly stand corrected if anyone
> > determines
> > the following to be incorrect as applied to BCM)......
>

>> Re: #1 - Available fields
>

>> Whether BCM or standard Outlook, the fields that can be mapped are
> > limited
> > to those listed within the Import/Export wizard. There is no facility to
> > import data to any custom/user-defined fields.
>

>> Re: #2 - FullName
>

>> The <FullName> field is a <derived> field that is actually the <sum of
> > its
> > parts> which are <Title, FirstName, MiddleName, LastName, Suffix>. If you
> > simply import a <name> to the <Full Name> field, Outlook will attempt to
> > deciper what component parts are included in the name you are importing
> > and
> > may or may not correctly make that determination. To ensure accurate
> > info,
> > the component elements should be imported to the corresponding individual
> > Outlook names.
>

>> Karl
> > _____________
> >

> > ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter
> > "Power contact importers/exporters for MS Outlook '2000/2007"
> >

>

>
>
>
>> "Julie" <Julie> wrote in message
> > news:3435350B-A13A-46E4-B37D-C6485A9FFDCE@microsoft.com...
> > > I'm having trouble importing contacts into Microsoft Outlook Business
> > > Contact
> > > Manager 2007 from an Excel spreadsheet. I have two questions:
> > > 1. The mapping process appears to be very simple, but the fields that
> > > show
> > > up in the left box that should represent the fields in my Excel
> > > spreadsheet
> > > is incomplete so I am unable to map all the fields.
> > > 2. I've tried mapping the fields that are available and the wrong
> > > information lands in the contact manager. For example, I very clearly
> > > drag
> > > NAME from my spreadsheet over to full name in contact manager. For
> > > some
> > > reason TITLE from my spread sheet lands in the name area. I've double
> > > checked myself several times, and I appear to be mapping correctly, but
> > > it
> > > just doesn't work right.
> >> > Any ideas?
> > > > > > Julie

>

>
>>
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
M having trouble importing excel data into outlook contacts BCM (Business Contact Manager) 1
N Importing Google contacts from CSV file removes recipient names in autocomplete list Using Outlook 0
S Importing emails to contacts Using Outlook 3
K New to BCM - trouble importing contacts & accounts BCM (Business Contact Manager) 3
V Problem not having Contacts folder after importing emails from Yahoo. Using Outlook 0
O Importing contacts from CSV, comma delimited Using Outlook 7
wallisellener BCM 2013 importing contacts from CSV file BCM (Business Contact Manager) 8
R Exporting and importing contacts in Outlook 2007 Using Outlook 1
K Importing CSV contacts- doesnt allow me to map or move forward V 2007 Using Outlook 1
J importing contacts, data, emails and attached files from ACT 2009 BCM (Business Contact Manager) 1
C Importing emails/contacts to Outlook 2007 from Windows Mail Outlook VBA and Custom Forms 3
P Importing contacts from Excell file BCM (Business Contact Manager) 1
R importing contacts BCM (Business Contact Manager) 1
B Importing Contacts Does Not Use Defined Custom Form in Outlook 2007 Outlook VBA and Custom Forms 1
W Primary Contacts and importing BCM (Business Contact Manager) 1
M Importing Contacts from Act 6.0 to Outlook 2007 BCM (Business Contact Manager) 3
J Importing Business Contacts linked to Accounts BCM (Business Contact Manager) 1
J Outlook 2010 Changing events in Outlook calendar via opening file, importing CSV Using Outlook 0
O Importing Mbox - anyone out there having experience with this tool... Using Outlook 2
D Importing Outlook Categories from another domain (Exchange 2016/Outlook 2016) Using Outlook 4
B Importing business card into Outlook for SIgnature Using Outlook 1
S Importing Ribbons Not Saved Using Outlook 7
V importing appointments to non-default calendar? Using Outlook 1
Diane Poremsky Importing Lists from Excel to Outlook New Slipstick.com Articles 0
B Importing Text from Excel to Outlook 2013 Calender Using Outlook 0
Christopher M Importing from Eudora Update Using Outlook 5
Christopher M Importing from Eudora Using Outlook 7
Z Importing PST files from Outlook 07 to Outlook mac Preview Using Outlook 1
Z how to make OL (2007) to use custom contact form when importing / opening .VCF? Using Outlook 1
P Importing Thunderbird email to outlook Using Outlook 2
K Importing appointment body from excel in outlook 2010 Using Outlook 1
A Importing too many emails from Gmail Using Outlook 2
J Importing to the correct calendar from Excel 2010 to Outlook 2010 Outlook VBA and Custom Forms 2
S Possible to link to ics file without importing? Using Outlook 4
L Importing Opportunities in to BCM 2013 BCM (Business Contact Manager) 0
LarryH Importing csv file to custom form/fields? Using Outlook 3
T Importing Excel 2010 data into Outlook Calendar 2010 Using Outlook 12
W Importing .pst from Outlook 2010 (Win7) to Outlook 2013 (Win8.1) Using Outlook 2
V Importing Rules in Outlook 2013 Using Outlook 2
D Importing custom fields into custom form in BCM BCM (Business Contact Manager) 1
B importing Outlook from a backup on an external hard drive Using Outlook 5
M Trouble Importing folders from Outlook 2007 to Outlook 2013 Using Outlook 12
T BCM not importing address BCM (Business Contact Manager) 1
T Importing OE6 e-mail to Outlook via Store Folder Using Outlook 9
A Trouble importing data to radio buttons Business Contact Manager 2010 (BCM) Using Outlook 2
H Importing Windows Live Mail Contact into Outlook 2010 Using Outlook 0
T Limit on importing Inbox mail from OE6 Using Outlook 16
Commodore Importing RSS on another computer (and feed locations) Using Outlook 8
M importing email address list from excel Using Outlook 6
O Importing pst, archive pst and address not working Using Outlook 17

Similar threads

Top