Difference between revisions of "Information Systems:Migrating contacts from Notes to Outlook"

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==How-to==
 
==How-to==
Many users will have an extensive list of entries in their Contacts or Recent Contacts.
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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 (drag) any Recent Contacts to be migrated into Contacts.
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* 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.
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* 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.
 
* 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 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).
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* 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]]
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* 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.
 
* 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 Exchange/365]]

Latest revision as of 15:56, 10 May 2021

How-to

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.
  • 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.
  • 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, replacing any existing below, as shown in the right pane below:
2021-05-10 15 48 56-Map Custom Fields.png
  • 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.