Personal tools

Log in

Changes

From All n One's bxp software Wixi

Jump to: navigation, search

Form - Prebuild - From Outlook Contacts

363 bytes removed, 13:28, 31 January 2018
no edit summary
Using outlook, export all the emails your contacts to a data file.
Outlook > File menu > Options > Advanced > Export > Export to a file > Choose Excel > Choose what you want to export > Save the file on your desktop
{|
| [[File:bxpR10SER1_005.png | 300px]] || [[File:bxpR10SER1_006.png | 300px]] || [[File:bxpR10SER1_007.png | 300px]]
|}
The output is a file with the following headingsHere are some example videos on how this process works.
* Subject{| class="wikitable"* Body! Outlook 2007* FromName! Outlook 2010* FromAddress! Outlook 2016* FromType|-* ToName* ToAddress* ToType| {{#ev:youtube|https://www.youtube.com/watch?v=MDmbDjBd1Jo}}* CCName* CCAddress* CCType* BCCName* BCCAddress* BCCType* BillingInformation* Categories* Importance* Mileage* Sensitivity  These can be loaded into a form| {{#ev:youtube|https://www. bxp instead can use the FromName, FromAddress, ToName, ToAddress, CCName and CCAddressyoutube. From these it attempts to extract unique contactscom/watch?v=7OhWa2L65U8}}| {{#ev:youtube|https://www. It then attempts to tidy up the data and store those contacts in a form. In this way previous emails from an outlook folder can be quickly processed into a useable contact list for marketing and other related interactionsyoutube.com/watch?v=rk2JdZ6t9ns}}|-|}
One you have the file, you need to save the file as Excel rather than as a CSV for bxp to be able to process it.
Using Now this file can be loaded into the smart update engine the form can allow bxp Prebuild for multiple uploadsContacts.
7,528
edits