Difference between revisions of "Form - Prebuild - From Outlook Contacts"

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(Created page with "= Overview = Using outlook, export all the emails to a data file. Outlook > File menu > Options > Advanced > Export > Export to a file > Choose Excel > Choose what you want...")
 
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Using outlook, export all the emails to a data file.
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Using outlook, export all 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
 
Outlook > File menu > Options > Advanced > Export > Export to a file > Choose Excel > Choose what you want to export > Save the file on your desktop
  
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{|
 
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| [[File:bxpR10SER1_005.png | 300px]] || [[File:bxpR10SER1_006.png | 300px]] || [[File:bxpR10SER1_007.png | 300px]]
 
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The output is a file with the following headings
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Here are some example videos on how this process works.
  
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* Subject
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{| class="wikitable"
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* Body
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! Outlook 2007
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* FromName
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! Outlook 2010
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* FromAddress
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! Outlook 2016
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* FromType
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|-
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* ToName
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| {{#ev:youtube|https://www.youtube.com/watch?v=MDmbDjBd1Jo}}
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* ToAddress
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| {{#ev:youtube|https://www.youtube.com/watch?v=7OhWa2L65U8}}
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* ToType
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| {{#ev:youtube|https://www.youtube.com/watch?v=rk2JdZ6t9ns}}
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* CCName
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|-
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* CCAddress
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|}
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* CCType
 
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* BCCName
 
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* BCCAddress
 
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* BCCType
 
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* BillingInformation
 
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* Categories
 
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* Importance
 
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* Mileage
 
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* Sensitivity
 
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These can be loaded into a form. bxp instead can use the FromName, FromAddress, ToName, ToAddress, CCName and CCAddress. From these it attempts to extract unique contacts. 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 interactions.
 
  
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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.
  
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Using the smart update engine the form can allow for multiple uploads.
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Now this file can be loaded into the bxp Prebuild for Contacts.

Revision as of 13:28, 31 January 2018

Overview

Using outlook, export all 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


Here are some example videos on how this process works.

Outlook 2007 Outlook 2010 Outlook 2016

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.

Now this file can be loaded into the bxp Prebuild for Contacts.

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