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| Guest | Outlook 2003 Contacts to Vista Contacts Process Before jumping into Vista Mail and the implied adoption of Windows Contacts consider what features of Outlook you are giving up. Vista Contacts provides about 30 data fields, Outlook about 100. For example, Vista Contacts provides 1 set of business contacts per contact name, Outlook has 3 or 4. If you want to migrate contacts - here is what worked for me. 1. In your existing Outlook 2003, export your CONTACTS file to Excel. 2. Export your Vista Contact(s) to Excel. There should be at least one contact – yours from the installation set up. The reason for this is to give you a complete list of the field names from Vista Contacts (VC). 3. Create a new worksheet and place the column headings (field names) from the VC export in row 1. These are the column headings you will ultimately re-import to VC. DO not change these in any way - wording or order. 4. Use Excel to clean up the exported contacts from your current Outlook - duplicates, missing info and so on. 5. Paste all of the Outlook data including the column headings into row 2 of the newly created worksheet. This will give you a worksheet with the VC field names in row 1 and the Outlook field names in row 2. The Outlook contact data will be in rows 3 and higher. Yes – there are a lot more Outlook columns (fields) than there are VC fields. 6. Now the hard part - cut and paste the columns of Outlook data, one at a time from the Outlook data so that the data appears under the appropriate column heading in row 1 (VC). What you are doing here is effectively mapping the Outlook data fields to the VC field. Since there is only about 1/3 as many fields in VC as there are in Outlook - you will have to decide what Outlook data to delete or move. A couple of suggestions here: If you have a contact that has 2 home phones, for example a home and a mountain home - create two Contacts - their normal contact (Last Name, First Name) and a 2nd (Last Name, Mountains). This will give you a 2nd record into which you can record their 2nd home number and it will sort next to their main number. Another option is to put any data that doesn't fit in any other field into the Notes field. 7. Because you need a CSV file to import into VC - you need to make sure your contacts data does not have any commas in it - for example Philadelphia, PA will cause a problem as CSV will think the comma is indicating a new field. Use Excel's search and replace to replace all "," with "." or whatever you like. 8. Once your contacts are all "clean" and you have removed the commas - use Excel File Save As to export the data to a CSV file. 9. You're almost there - I would make one last check before importing your CSV file of Contacts into Vista Contacts - Use Excel to open the CSV file you just created and review it to make sure all the fields populated correctly. 10. Open Vista Contacts and use import CSV contacts to import the contacts from the CSV file. It took me about 3 hours to clean up 400 contacts. The import process took less than 5 minutes. Hope this helps someone - now on to getting my calendar & tasks into Vista. |
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