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To import contacts from another program into Trumba® Connect, you must first export your contacts from the other program to a text file. If you have the option, the best text file format to use is Comma Separated Values (.csv) format. However, Excel (.xls) and text (.txt) formats also work.
Tip Before you export, it's a good idea to consult the export contacts Help topics for the program you're exporting from. In most programs, you can find advice for choosing which fields you want to export, what file formats you can export to, and more.
How to set up an exported contacts file before you import
This section describes ways to organize an exported contacts file before you import so you'll get the best results and have the fewest problems. You can find tips related to
How names appear in your Trumba Address Book depends upon whether they already exist in the Trumba Connect database and how they are organized in the text file you import. The following examples use the name Connie Miller with the email address of firstname.lastname@example.org to illustrate this point.
Email address format
Trumba Connect groups accept email addresses in standard Internet (SMTP) name@domain format. If you try to import email addresses in some other format, the import may fail.
If you run Microsoft® Office Outlook® in connection with an Exchange server, the email addresses in the .csv file you export from Outlook may be in an internal Exchange format. Trumba Connect tries to parse the Exchange format to create SMTP email addresses it understands, but may not always succeed. See What to do if email addresses are in Exchange format for more information and a possible workaround.
Import contacts from the same data file into different groups
You can import contacts into a specific group by selecting the group's folder before you import (all contacts are also added automatically to the Address Book group, if they aren't already there). But what if not all of the contacts in the data file you're importing belong in the same group?
To set up a data file so that contacts import into different groups, add EmailGroup columns to your data file. For example:
Tip You can also import all of the contacts in a data file into a single group and then copy some of the contacts to other groups after you import.
How to import a contacts file you exported from another program
To import a contacts file
Note If you get an error message when you import a file, see tips for setting up the contacts file before you import.
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