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Importing Excel without losing most of the contact data
I am using Excel 2003. I am trying to import an Excel csv file (containing
contacts) into Outlook 2003. From there I will export it to a website that will maintain these contacts for me and allow me access. I am following their instructions: In order to preserve all the contact information I want before exporting to the website, I must import into Outlook with the column headers adjusted on the spreadsheet. However, when I adjust the headers and go to save the file I get the following message: [file] may contain features that are not compatable with csv (comma delimited). Do you want to keep the workbook in this format? To keep this format which leaves out incompatible features, click Yes. To preserve the format, click No and then save in the latest Excel format. To see what might be lost, click Help. When I click yes, the heading formatting disappears (headers are no longer adjusted). When I save in the latest Excel format, the file is not available when I go to import it into Outlook (it doesn't appear in the list of files available). When I import the file without the header adjustment, all I get is the name and phone number of each contact, not the address, second phone, etc. Thanks for reading this and helping. |
Importing Excel without losing most of the contact data
#1 - You don't specify what exactly it is meant by the term "adjust" (or
your reference to "formatting" column field names) so impossible to provide any tangible and specific comments. #2 - When saving an Excel worksheet to CSV, the message you get is normal and answer should be "Yes" (leave out incompatible features) That said, if all your columns have a field name, than you can always import those columns into Outlook simply by explicitly mapping each field using the field name that already exists with no changes to them so not sure why you would have to alter those names. If by "adjusting" and/or "formatting" you mean that you need to add a field (column) name (any column name will do), than just add those and save the worksheet which under normal circumstances should work just fine for importing the file into Outlook. One of the most common useless and unncessary steps people are advised to do is to change Excel column names (or column fields names in whatever file format is to be imported) to match those used by Outlook prior to importing. The only reason that would be required is if one wanted to let Outlook "auto-map" field names for importing which at the best of times should not be done (great way for things not to work exactly the way you want or expect). It only takes a few seconds/minutes to explicitly map each field you want to import. No reason to let Outlook "decide for you" since most people don't bother to check to see if the auto-map process did everything correctly. Map each field yourself and you are sure that everything is getting included correctly (if Outlook has already correctly mapped fields when you go through the manual process - than just less fields for you to map). Out of curiousity, what is the reason that you first need to import your contacts to Outlook and than export that same info to a file in order to "export to a website" (format of export file is supposed to be???? ). Exactly what is meant by "export from Outlook TO a website" (unless of course the website has functionality to extract your contact info directly from Outlook in which case it all makes sense - at least for this portion of the your requirement). Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "Bob" wrote in message ... I am using Excel 2003. I am trying to import an Excel csv file (containing contacts) into Outlook 2003. From there I will export it to a website that will maintain these contacts for me and allow me access. I am following their instructions: In order to preserve all the contact information I want before exporting to the website, I must import into Outlook with the column headers adjusted on the spreadsheet. However, when I adjust the headers and go to save the file I get the following message: [file] may contain features that are not compatable with csv (comma delimited). Do you want to keep the workbook in this format? To keep this format which leaves out incompatible features, click Yes. To preserve the format, click No and then save in the latest Excel format. To see what might be lost, click Help. When I click yes, the heading formatting disappears (headers are no longer adjusted). When I save in the latest Excel format, the file is not available when I go to import it into Outlook (it doesn't appear in the list of files available). When I import the file without the header adjustment, all I get is the name and phone number of each contact, not the address, second phone, etc. Thanks for reading this and helping. |
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