FAQs: Technical/Security

Importing your Outlook 2007 contacts

  If you used Microsoft Outlook 2007 before choosing PlumLife as your details management solution, converting your data over is easy.

You will make a copy of the data as it exists today in Outlook and then import that file into PlumLife.

After this import, if you make changes to your contacts from Outlook, those changes will not display in PlumLife.  Likewise, if you make changes to your contacts from PlumLife, they will not display in Outlook.  So, we hope you'll just use PlumLife as your primary contact management system from now on.

Click the purple heading for more information on this topic.

Steps to create a .csv file from Outlook

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Importing from MY ACCOUNT page

Browse to find the file
  1. Open Outlook Contacts
  2. Click on the 'File' menu and select 'Import and Export...'
  3. From the Import and Export Wizard, select ‘Export to a file’ and then click the Next button (Figure 1)
  4. Select 'Comma Separated Values (DOS)' and then click the Next button
  5. Select the personal folder for your contacts and then click the Next button (Figure 2). Typically your contacts will be in the folder named 'Contacts'.
  6. Give your file a name.
  7. Select a location on your computer to export the file to and click the Next button. Easiest location to find later is Desktop.
  8. Ensure the "Export 'Contacts' from folder: ..." checkbox is checked and then click the Finish button. You have now saved a copy of your Outlook Contacts on your desktop as a .csv file.

To Import into PlumLife, follow the steps from the My Account page by selecting the button that is called "Import your Contacts" and has the Outlook logo on it.  When prompted to Browse to find the .csv file, you find the file you just saved on your Desktop. 

Related Topics:
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