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Importing from Excel
I have highlighted the data I want to export to outlook from excel and went
to the 'name box' as you suggested in point 2. I gave the data a name and got the message 'you must enter a valid reference you want to go to, or type a valid name for the selection'. What does it mean by 'a valid reference you want to go to'? and what rules are there about how to 'name' a selection? I must be missing something simple here! "Old Geezer" wrote: Hi KMS: I have had the same problem and although I don't know the version of your Outlook, I'm thinking that I can give you a hint that might work. So if this doesn't meet your needs then maybe you can give a bit more infomation and some one else can help you. Here's how I did it! - (Im starting at the beginning) 1. Open the Excel file that you want to bring (import) into the OutLook Contact file. Select the range of cells, “which Means to highlight all the cells in Excel that have information in them that you want to import into your outlook file”. Do include cells that are header cells (like the titles of the columns) because outlook figures that you have headers and if you don’t you will not have the top row imported. 2. Click the Name box at the left end of the "formula bar" (formula bar = A bar at the top left of the Excel window.) {Or select Insert/Name/Define and type a name for the range.} (The Name Box drops down and don’t worry where the name will go, it ends up in the box… you just type the name (with no spaces) like, clients). 3. Then don’t forget to Press ENTER 4. Save the spreadsheet and close the file - Else you'll get another error - , then go to OutLook, click on your contact folder, and add a new folder called Clients list. Click on the folder so it’s selected This is where you were missing something in your steps that you took. 5. Then go up to the menu bar and select “File\Import and Export. 6. A dialog box opens and you follow instructions. a. Select the file that you have the client’s names and information when asked. Also click on “don’t import duplicate names” b. Your destination folder is already selected cause you did that in #4 above. 7. First time - In the “Import a file” dialog box put a check into the square next to the name of the file. When you do, the box changes into a “mapping” of the categories that you have in your Excel file. 8. So you have to drag over from the left to the right area each cell title so the transfer can be made. You must open each area on the right map like HOME or BUSINESS to fill in each field like home phone or zip etc. 9. When you have mapped out the fields, then "Finish" by click OK and Finish and the transfer should work. So now you know. . . (I hope ) "kms" wrote: When using the Import Wizard and importing from Excel no folders appear in the Destination Folder so I cannot select a folder and continue. How do I select the destination folder when there are none listed |
Importing from Excel
what name did you type that was invalid? Try just one short word eg
"export" or "contacts" -- Regards Judy Gleeson MVP Outlook Trainer and Consultant www.pragmatix.com.au My suggested settings for Outlook 2003 are FREE on my website. .. "Sharonie2" wrote in message ... I have highlighted the data I want to export to outlook from excel and went to the 'name box' as you suggested in point 2. I gave the data a name and got the message 'you must enter a valid reference you want to go to, or type a valid name for the selection'. What does it mean by 'a valid reference you want to go to'? and what rules are there about how to 'name' a selection? I must be missing something simple here! "Old Geezer" wrote: Hi KMS: I have had the same problem and although I don't know the version of your Outlook, I'm thinking that I can give you a hint that might work. So if this doesn't meet your needs then maybe you can give a bit more infomation and some one else can help you. Here's how I did it! - (Im starting at the beginning) 1. Open the Excel file that you want to bring (import) into the OutLook Contact file. Select the range of cells, "which Means to highlight all the cells in Excel that have information in them that you want to import into your outlook file". Do include cells that are header cells (like the titles of the columns) because outlook figures that you have headers and if you don't you will not have the top row imported. 2. Click the Name box at the left end of the "formula bar" (formula bar = A bar at the top left of the Excel window.) {Or select Insert/Name/Define and type a name for the range.} (The Name Box drops down and don't worry where the name will go, it ends up in the box. you just type the name (with no spaces) like, clients). 3. Then don't forget to Press ENTER 4. Save the spreadsheet and close the file - Else you'll get another error - , then go to OutLook, click on your contact folder, and add a new folder called Clients list. Click on the folder so it's selected This is where you were missing something in your steps that you took. 5. Then go up to the menu bar and select "File\Import and Export. 6. A dialog box opens and you follow instructions. a. Select the file that you have the client's names and information when asked. Also click on "don't import duplicate names" b. Your destination folder is already selected cause you did that in #4 above. 7. First time - In the "Import a file" dialog box put a check into the square next to the name of the file. When you do, the box changes into a "mapping" of the categories that you have in your Excel file. 8. So you have to drag over from the left to the right area each cell title so the transfer can be made. You must open each area on the right map like HOME or BUSINESS to fill in each field like home phone or zip etc. 9. When you have mapped out the fields, then "Finish" by click OK and Finish and the transfer should work. So now you know. . . (I hope ) "kms" wrote: When using the Import Wizard and importing from Excel no folders appear in the Destination Folder so I cannot select a folder and continue. How do I select the destination folder when there are none listed |
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