Form - Prebuild - From Outlook Contacts
Revision as of 12:42, 15 August 2017 by Philip Lacey (talk | contribs) (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...")
Revision as of 12:42, 15 August 2017 by Philip Lacey (talk | contribs) (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...")
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 to export > Save the file on your desktop
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The output is a file with the following headings
- Subject
- Body
- FromName
- FromAddress
- FromType
- ToName
- ToAddress
- ToType
- CCName
- CCAddress
- CCType
- BCCName
- BCCAddress
- BCCType
- BillingInformation
- Categories
- Importance
- Mileage
- Sensitivity
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.
Using the smart update engine the form can allow for multiple uploads.