Information Systems:Migrating contacts from Notes to Outlook - Revision history

Norwinu at 22:56, 10 May 2021

2021-05-10T22:56:40Z

Norwinu at 22:55, 10 May 2021

2021-05-10T22:55:09Z

Norwinu: More cleanup/clarification

2021-05-10T22:54:00Z

More cleanup/clarification

Norwinu at 22:47, 10 May 2021

2021-05-10T22:47:00Z

Norwinu at 22:43, 10 May 2021

2021-05-10T22:43:10Z

Norwinu at 22:15, 10 May 2021

2021-05-10T22:15:20Z

Norwinu at 22:14, 10 May 2021

2021-05-10T22:14:53Z

Norwinu at 22:04, 10 May 2021

2021-05-10T22:04:01Z

Norwinu: Created page with "==How-to== Many users will have an extensive list of entries in their Contacts or Recent Contacts. * For Recent Contacts, select the ones to migrate and move (drag) them into..."

2021-05-10T22:02:40Z

Created page with "==How-to== Many users will have an extensive list of entries in their Contacts or Recent Contacts. * For Recent Contacts, select the ones to migrate and move (drag) them into..."

New page

==How-to==
Many users will have an extensive list of entries in their Contacts or Recent Contacts.

* For Recent Contacts, select the ones to migrate and move (drag) them into Contacts first.
* Choose More -> Export from within Contacts in Notes, then CSV as the output. Use the wizard to tailor your export.
* In Outlook: File -> Open -> Import/Export -> Import from CSV.
* Next is the mapping screen. '''The email fields between the 2 programs do not get auto-mapped'', rendering the import/export useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped. Therefore find and drag the Business Email field on the left to the field called Email address on the right to create this mapping. Create additional mappings through the same method (e.g. secondary or tertiary email fields).
* Make sure to allow duplicates, as this utility appears to crash if ''Replace duplicates'' is chosen.
* Ensure the destination is the Contacts folder for your work email/account (if you have multiple accounts configured). Also, it should go into the root Contacts folder (not the subfolders).

[[Category: Microsoft Exchange/365]]
[[Category: Microsoft Outlook]]
[[Category: Email]]

@@ Line 6: / Line 6: @@
 * In Outlook: File -> Open -> Import/Export -> Import from CSV.
 * Ensure that the destination is the Contacts folder for your work email/account (if you have multiple accounts configured). Also, it should go into the root Contacts folder (and not any of the subfolders).
-* Next, click '''Map Custom Fields''' to enter this screen. ''The email fields between the 2 programs do not get auto-mapped'', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Mail field on the left to the field called Email address on the right to create this mapping. This is how it should look like:
+* Next, click '''Map Custom Fields''' to enter this screen. ''The email fields between the 2 programs do not get auto-mapped'', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Mail field on the left to the field called Email address on the right to create this mapping, replacing any existing below, as shown in the right pane below:
 ::[[File:2021-05-10 15_48_56-Map Custom Fields.png|400px]]
 * Create additional mappings through the same method (e.g. secondary or tertiary email fields).

@@ Line 6: / Line 6: @@
 * In Outlook: File -> Open -> Import/Export -> Import from CSV.
 * Ensure that the destination is the Contacts folder for your work email/account (if you have multiple accounts configured). Also, it should go into the root Contacts folder (and not any of the subfolders).
-* Next, click '''Map Custom Fields''' to enter this screen. ''The email fields between the 2 programs do not get auto-mapped'', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Mail field on the left to the field called Email address on the right to create this mapping. Create additional mappings through the same method (e.g. secondary or tertiary email fields).
+* Next, click '''Map Custom Fields''' to enter this screen. ''The email fields between the 2 programs do not get auto-mapped'', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Mail field on the left to the field called Email address on the right to create this mapping. This is how it should look like:
 * Make sure to allow duplicates, as this utility appears to crash if ''Replace duplicates'' is chosen.

@@ Line 5: / Line 5: @@
 * Within Contacts, choose More -> Export, then CSV as the output. Use the wizard options to tailor your export.
 * In Outlook: File -> Open -> Import/Export -> Import from CSV.
-* Next is the mapping screen. '''The email fields between the 2 programs do not get auto-mapped''', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Email field on the left to the field called Email address on the right to create this mapping. Create additional mappings through the same method (e.g. secondary or tertiary email fields).
+* Next, click '''Map Custom Fields''' to enter this screen. ''The email fields between the 2 programs do not get auto-mapped'', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Mail field on the left to the field called Email address on the right to create this mapping. Create additional mappings through the same method (e.g. secondary or tertiary email fields).
 * Make sure to allow duplicates, as this utility appears to crash if ''Replace duplicates'' is chosen.
 [[Category: Microsoft Exchange/365]]

@@ Line 1: / Line 1: @@
 ==How-to==
-Many users will have an extensive list of entries in their Contacts or Recent Contacts.
+Many users will have an extensive list of entries in their Contacts or Recent Contacts. They can be migrated using CSV export/import:
 * In Notes, first move any Recent Contacts to be migrated into Contacts. To do this, drag or use the "Move into Contacts" button while within Recent Contacts.

@@ Line 1: / Line 1: @@
 ==How-to==
 Many users will have an extensive list of entries in their Contacts or Recent Contacts.
-* In Notes, first move (drag) any Recent Contacts to be migrated into Contacts.
+* In Notes, first move any Recent Contacts to be migrated into Contacts. To do this, drag or use the "Move into Contacts" button while within Recent Contacts.
-* Choose More -> Export from within Contacts, choose CSV as the output. Use the wizard options to tailor your export.
+* Within Contacts, choose More -> Export, then CSV as the output. Use the wizard options to tailor your export.
 * In Outlook: File -> Open -> Import/Export -> Import from CSV.
 * Next is the mapping screen. '''The email fields between the 2 programs do not get auto-mapped''', rendering the import useless if this is not configured manually (unless you want just the phone numbers/addresses/names, fields that do get auto-mapped). Therefore find and drag the Business Email field on the left to the field called Email address on the right to create this mapping. Create additional mappings through the same method (e.g. secondary or tertiary email fields).