Address Book manual

18. Import Company-wide Address Records via CSV Files

  (System Settings)

As a system administrator, you have the option to import a CSV (comma separated value) file of address records to the Address Book. These records will be company-wide records.

Note: Users can import their own CSV files for Personal records.

  1. From the Home Page, choose Address Book > Admin Tools (in footer).

    Note: You can access Admin Tools from any page; just use the left navigation in Admin Tools to find the specific application options.

    If you are not already logged in as Admin, enter your admin password when prompted.

  2. Select Import/Export Company-wide Addresses .

  3. From the Import Data for Records from CSV File area, click Browse.

    The File Upload window appears.

  4. Select a file to upload.

    Note: Be sure the file is formatted to match the default column order as shown on the Import/Export page in order to ensure the data is imported into the proper fields.

  5. When done, click Import.


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