User Manual

• New Features in 3.x
• Overview of EurekaWare
• Installation Instructions
• Backup Outlook Contacts
• Backup Outlook
• Copy Outlook Contact Folders
• Export Outlook Contact Folders
• Converting Campaigns to Action Plans
• How To Buy
• Get Registration Key
• Enter Registration Key
• Forgot Registration Code
• Importing Data
• Importing Contacts from CSV File
• Importing Data from Top Producer & Farm Data
• Data Importing Tips
• Using EurekaWare
• Starting EurekaWare Real Estate Contact Manager
• EurekaWare Menus
• Changing Your User Information
• Converting Contacts
• "To Buy" Form for Real Estate Marketing
• "To Sell" Form for Real Estate Marketing
• Changing Drop Down Fields
• Changing Weblinks
• Changing the Contact Form
• Form Design Concepts
• Outlook Contact Fields
• EurekaWare Contact Fields
• Using Form Fields
• Sharing Contact and Calendar data
• Modifying Real Estate Views
• Create Drip Marketing Programs
• Email Marketing & Newsletters
• Web to Contact
• Action Plans and Marketing Campaigns
• Create an Action Plan or Marketing Campaign
• Create an ActionPlan Template
• Assigning Contacts
• Using Campaign Tasks
• Marketing Document Templates
• Create Marketing Flyers with Contact Records
• Create Marketing Flyers within a Marketing Campaign
• Customizing Existing Marketing Templates
• Create New Real Estate Marketing Templates
• Email Marketing Templates
• Mail Merge and Form Letters
• Create a New Mail Merge Document
• Running a Mail Merge with an Existing Document
• Uninstalling EurekaWare
• Uninstalling Microsoft Outlook Add-ins
• Microsoft Outlook Help and Tips
• Add an Address or Domain to Safe Senders in Outlook
• Real Estate Sticky Notes
• Send a Virtual Business Card
• Color Code Your Calendar
• Outlook Shortcut Keys
• Repairing Microsoft Outlook
• Getting Help
• Troubleshooting Wizard
• Report a Problem
• Suggest an Enhancement

 User Manual PDF

Importing Contacts from CSV File

The Import and Export Wizard in Outlook makes it easy to import contact information from an Excel worksheet into your Outlook Contacts folder in EurekaWare.

1. In Outlook, on the File menu, click Import and Export.
2. Click Import from another program or file, and then click Next.
3. Click Microsoft Excel, and then click Next.
4. In the File to import box, browse to find the Excel file (.xls) that contains the content you want to import.
5. Click one of the following:
   • Replace duplicates with items imported
   • Allow duplicates to be created
   • Do not import duplicate items
6. Click Next.
7. In the folder list, click the Contacts folder where you want the imported contact information to go, and then click Next.
8. To add or remove fields to determine the way the contact information is saved in the new imported file, click Map Custom Fields.

   Note  The Map Custom Fields button in the Import a File dialog box might not be available when you try to import data from another program or file. In the The Following Actions Will Be Performed box, select the Import check box, and then the Map Custom Fields button is available.

Click here to see how to Import Top Producer Contact Data.

More Data Importing Tips

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More Help

• Video Tutorial on Importing Contacts from CSV File

Last Modified: 12/4/2008 7:46:00 PM