FAQ
How do I import my contacts?
Before you can import your contacts you will need to have your contacts in an Excel readable format. If they are not currently in Excel you should be able to export them from your current contact management tool (Outlook, ACT, etc) into Excel.
1. Open your contacts in Excel. 2. Be sure that you have a column heading in row 1 of each column. It should contain the following column headers with the appropriate information below each column (*required field): *First Name, *Last Name, Company Name, Email Address, *Address 1, Address 2, *City, *State, *Zip, Country (required if outside the US), Work Phone, Home Phone, Fax Number, Cell Number, Pager Number, Birthday, Anniversary, Spouse's Name, Spouse's Birthday, **Group **If you are importing your contacts into a group you will also need to create a group in SendOutCards under the "Contacts" and then "Groups" link. In Excel you should have a column heading called Group and in all the cells below the name of the group you will be importing into. The group name is case sensitive! Be sure the group name is listed the same in SendOutCards and on your Excel spreadsheet. 3. Once the document is formatted go to File and Save As. 4. The File Type should be changed to Text (tab delimited). 5. Give the file a new name and save the file somewhere you will be able to easily locate, for example on the desktop. 6. Once the document has been saved, go to the SendOutCards Main Menu and click on the "Contacts" link. 7. Now click on the "Import Contacts" link found on the bottom of the page. 8. Click the "Choose File" button and find the Text (tab delimited) file you saved, and then click the "Upload File" button. 9. Click on the drop-down arrows that read "Not In File" to view your column headings. 10. Match your column headings to the areas on the left. 11. Enter a name for the upload under "Profile Name." 12. Click "Update Profile." A sample of your upload will appear, verify that this information is correct. 13. Click on "Import Entire File." 14. You will be taken to the Main Menu and receive a message that says, "Your contacts have been imported successfully." Your contacts are now in the Contact Manager. 2/2/12How do I import my contacts into a specific group?
To import contacts into a group, a new group needs to be created first. To do this, log into your account and hover your cursor over the "Contacts" link and then click the "Groups" link. In the Add New Group field enter the name of the new group and click the "Add Group" button.
When you export your contacts to an Excel sheet, prior to importing them into your Contact manger, you will need to title your first column as "Group" and paste the name of your group, e.g. "Relatives" or "Work Contacts," all the way down the Group column. When you are matching up the fields in the Import Contacts screen, you will match your Group column to the very last field or drop down box titled "Contact Type (Group)." By doing this, your contacts will fall into the specified group. 2/2/12How do I export my contacts?
To export your contacts, click the "Contacts" link from the Main Menu. You can then view all of your contacts by clicking the "List All Contacts" button, or you can view a specific group by selecting the particular group at the bottom of the page and then clicking the "Find Contact" button. Make sure you have only the contacts you want exported check-marked on the left side of the page and then click the "Export Checked" button.
Depending on your browser, you will be prompted to either save the file or open it. Opening the file will start Excel and allow you view the file immediately. Saving the file will allow you to open your exported contacts at your convenience. 2/2/12How do I export my contacts out of Outlook?
Below you will find some basic instructions on how to import contacts from the program Outlook into an Excel spreadsheet. However, there are many updated versions of Outlook that have been released. If these instructions do not match your version of Outlook, it may be necessary to contact the manufacturer of your program for further instructions on exporting the contacts out of the Outlook program. We apologize for any inconvenience this may cause.
1. Open Outlook Express. Under Contacts, select "Open Address Book." 2. Select > File > Export > Other Address Book. 3. The "Export Tool" screen appears, select Excel. 4. Click the "Export" button. 5. Save the file and click on the "Next" button. 6. The "CSV Export" screen appears, check the fields that you want to copy, then click the "Finish" button. 7. This message will appear: "Address Book Export Process has Completed." Click OK. 8. Open the file you saved in Step 5 with Excel. 2/2/12
