This feature allows contacts to be imported into the OfficeClip Contact Manager from a CSV file.
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Click on the main toolbar, and then click from the left toolbar. To import contacts, click on the button bar.
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Click the link to import a CSV file or in the next screen, click to find the file to upload, then click or click Cancel to take no action.
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Select the fields in the imported CSV file that will be mapped to the OfficeClip fields. This ensures that fields in the CSV file are correctly matched to the OfficeClip fields.
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Click . The contact import results will be displayed on the next screen.
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Click the link to import contacts from an XML file.
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On the next screen, click to choose the file you wish to import, then click or click Cancel to take no action.
![[Note]](images/note.png)
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Note |
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While importing contact using csv file, you can also specify what actions to take if the file being imported has a contact that is already present in OfficeClip. The valid actions are Skip, Merge and Delete. |
The Export feature allows contacts (or filtered contacts) to be exported into the comma-separated values (CSV) format or all contacts can be exported in XML format.
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Click on the main toolbar, and then click from the left toolbar. To import contacts, click on the button bar.
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To export contacts in CSV format, click the link and on the next screen, select which fields from the OfficeClip database you want to have in the CSV file. You can move them up and down with the
icons. These
fields will appear as the first row in the CSV file after being
exported. -
Click when finished mapping or click to exit without taking any action. Click or from the pop up dialogue box.
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To export contacts from a particular filter to a CSV file click the link and, from the next screen, select the filter from the drop down list and click . Press or .
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Click the link and then click or in the pop up dialogue box depending on what you need to do.
See Also