29.2.5. Import and Export

This screen allows you to import users into OfficeClip from external files or export users within OfficeClip to external files

29.2.5.1. Importing Users from CSV files

  1. Log in to OfficeClip

  2. Click on Users from the left menu within Desktop.

  3. Click on Import/Export button bar.

  4. Click Import User from CSV file under Import Users.

  5. Export Contact Data from your Personal Information Manager (e.g., MS Outlook) to CSV format.

  6. Use the Browse button to select the CSV formatted file and select the appropriate import options by clicking the radio button.

  7. Make sure that the first line of the CSV file has headings.

  8. Click on the Import button.

29.2.5.2. Importing Users from vCard files

  1. Log in to OfficeClip

  2. Click on Users from the left menu within Desktop.

  3. Click on Import/Export button bar.

  4. Click Import User from vCard file under Import Users.

  5. Click Browse to find the file you want to upload and then select an import options by clicking the radio button.

  6. Press Import or Cancel to exit the screen without importing.

29.2.5.3. Importing Users from LDAP files

  1. Log in to OfficeClip

  2. Click on Users from the left menu within Desktop.

  3. Click on Import/Export button bar.

  4. Click Import User from LDAP file under Import Users.

29.2.5.4. Export Users to CSV or vCard file

  1. Log in to OfficeClip

  2. Click on Users from the left menu within Desktop.

  3. Click on Import/Export button bar.

  4. User Export allows you to export users into a CSV file or a vCard file.

  5. Click Export Users to CSV or vCard file under Export Users.

  6. Select which file you want to export by clicking the appropriate radio button, then click Continue.

  7. Select the necessary items to include by clicking the check box beside each item, then click Export to transfer the data. Choose OK and then click Open or Save to view the exported file or Cancel to abort.

  8. The exported users will be listed in an Excel spreadsheet.

See Also:

Accessing Users

Managing Users

Modifying User Details

Searching Users

Creating User Notices