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Import contacts from Excel to Outlook with custom categories

Posted on 2010-11-23
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Last Modified: 2012-08-13
A client of mine was using an old version of Goldmine to manage their contacts and are going to transition to just use Outlook. I was able to export all of the contacts into a CSV in Excel. I then cleaned them up to have the columns match the field mapping in Outlook. Importing them went well but I am now being told that they want them categorized in a special way. For example, in Goldmine users may have been a member of "Attorney" as well as "Legal Attorney". These attributes were listed in a columns called Key1 and Key2 which don't map to an existing field for Outlook. I want to set up categories within Outlook to match the categories they had and somehow have them automatically become part of these categories during import. I am not sure if this is possible or not but any options you can offer would be helpful as opposed to manually editing all 4,000+ contacts. Thanks in advance!
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Question by:DDI4U
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Pabilio earned 500 total points
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Hi DDI,

I think that you can do as you need but from Outlook... here is a solution provided by Matthewspatrick on a similar thread

http://www.experts-exchange.com/Software/Office_Productivity/Groupware/Outlook/Q_24455037.html?sfQueryTermInfo=1+10+30+excel+from+group+import+outlook

Hope it helps,
Roberto.
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