Gerry Van Der Bas
asked on
Exporting Outlook Notes to CSV
When I export outlook notes to CSV files and open them in Excel the notes are not staying in the column and proper field.
They are being appended to the end of a list of contacts. (which is impossible to then recreate without tons of time)
I have well over 6000 contacts all with several lines of notes (in the open contact notes field) where I put the date of the event and usually some note, some event, etc.
The purpose of the excel is to sort them into particular groups, so that I as manager can monitor last contact on key accounts etc.
If someone knows an easy way to get these to line up correctly let me know.
They are being appended to the end of a list of contacts. (which is impossible to then recreate without tons of time)
I have well over 6000 contacts all with several lines of notes (in the open contact notes field) where I put the date of the event and usually some note, some event, etc.
The purpose of the excel is to sort them into particular groups, so that I as manager can monitor last contact on key accounts etc.
If someone knows an easy way to get these to line up correctly let me know.
By Outlook notes, do you mean NoteItem objects or something else?
ASKER
Inside an Outlook contact there is a note section (an open whiteboard for notes)
Normally I use these to record contacts and various notes of the contacts.
It makes the entire client information more transportable so I can send to those I manage, and keep sort of a running record of items done and discussed etc.
So, that said, I found a plugin called CodeTwo Outlook Export that allowed me to export with characters limited to 256.
This allowed me to have at least the last 256 characters, which was acceptable for my current need, but not necessarily if I wanted to export to a file for record keeping, or another reason requiring a more complete history of these notes.
I believe it may be because these notes have carriage returns, perhaps other images, links or other things which for some reason is somehow not exporting. When you open a .csv file in excel (which is really the better way so you can see everything, sort, etc, and again transport mass info) you can see some of the notes inserted in their proper column but other notes pertaining to that contact were showing 50 rows down by themselves in individual records, and of course not showing any relation to the contact.
Since these are private files I could not post the document but I show in the attachment a small excerpt .jpg so you can see that in this case after 162 normal listings a series of notes which runs to about row 4200 before there are more correctly supported records. I presume these are overflows of the notes, but you could imagine the work involved in moving these to an appropriate field for each listing. (and finding only by the notes which record they might apply to.) Really impractical. Anyway I have a bandaid now with the plugin, but would like to know if someone has a solution that can allow an export of ALL the information from within the notes window. (AGAIN of a contact)
Normally I use these to record contacts and various notes of the contacts.
It makes the entire client information more transportable so I can send to those I manage, and keep sort of a running record of items done and discussed etc.
So, that said, I found a plugin called CodeTwo Outlook Export that allowed me to export with characters limited to 256.
This allowed me to have at least the last 256 characters, which was acceptable for my current need, but not necessarily if I wanted to export to a file for record keeping, or another reason requiring a more complete history of these notes.
I believe it may be because these notes have carriage returns, perhaps other images, links or other things which for some reason is somehow not exporting. When you open a .csv file in excel (which is really the better way so you can see everything, sort, etc, and again transport mass info) you can see some of the notes inserted in their proper column but other notes pertaining to that contact were showing 50 rows down by themselves in individual records, and of course not showing any relation to the contact.
Since these are private files I could not post the document but I show in the attachment a small excerpt .jpg so you can see that in this case after 162 normal listings a series of notes which runs to about row 4200 before there are more correctly supported records. I presume these are overflows of the notes, but you could imagine the work involved in moving these to an appropriate field for each listing. (and finding only by the notes which record they might apply to.) Really impractical. Anyway I have a bandaid now with the plugin, but would like to know if someone has a solution that can allow an export of ALL the information from within the notes window. (AGAIN of a contact)
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No comment has been added to this question in more than 21 days, so it is now classified as abandoned.
I have recommended this question be closed as follows:
Accept: Helen_Feddema (https:#a41782975)
If you feel this question should be closed differently, post an objection and the moderators will review all objections and close it as they feel fit. If no one objects, this question will be closed automatically the way described above.
frankhelk
Experts-Exchange Cleanup Volunteer
I have recommended this question be closed as follows:
Accept: Helen_Feddema (https:#a41782975)
If you feel this question should be closed differently, post an objection and the moderators will review all objections and close it as they feel fit. If no one objects, this question will be closed automatically the way described above.
frankhelk
Experts-Exchange Cleanup Volunteer
Perhaps you can help show the problem by attaching a small sample of the CSV and a sample XLS or picture of how they are appearing in Excel.