When downloading the file to use with Microsoft Outlook you will want to choose
the
download option "Entire listing" to insure you will get an Email address
if available.
Launch Excel
Open the (*.tab) file you exported from RBCS.com, you may have to change the
"file of types" to "all files"
You are now at the Import Wizard Steps 1 of 3
Step 1 of 3: Original data type is DELIMITED
File origin is Windows ANSI
Click Next
Step 2 of 3: Select Tab as the delimiters (you may have to deselect comma)
Click Next
Step 3 of 3: Column Data Format = General
Click Finish
Save your file with the (*.xls) extension. (Use an Excel 97-2003 Workbook *.xls
format)
Close the Excel document.
Exit Excel
Open Outlook
Click on Contacts (you may want to create a new folder under Contacts specifically
for this
group or you can just add it to your contact folder).
Click File, Import and Export
(You must have the Import/Export filters installed or it may ask to install
them from the Outlook CD)
Choose Import from another program or file
Click Next
Select the type of file to Import which is "Excel 97-2003 Workbook (*.xls)
format"
Click Next
Locate the file to import (the *.xls file you saved) by choosing browse.
When you have found the file click on the file in the browse dialog box and
click OK
Choose your options specifically for your situation
Click Next
Choose the Contact folder you would like this information to be imported.
Click Next
There should be a highlighted box with a check mark showing on this screen.
To the right choose Map Custom Fields
Now you may click and drag the FROM fields (on the left) - to the TO fields
(on the right).
Here are the help instructions from Outlook itself:
Convert fields from an imported file to Outlook fields
1. On the File menu, Click Import and Export.
2. Click Import from another program or file.
3. Select the type of file to import.
4. Click Browse, and then select the file you want to import.
5. Select the folder you want the imported data to go into.
6. Click Map Custom Fields.
7. In the From box, drag the field you want to convert onto the Microsoft Outlook field listed in the To box.
To display additional fields in the To box, click the plus sign (+) next to
the field.
For example, to display the Business Street and Business City fields, click
the plus sign next to Business Address.
Notes
· To see additional records in the To box, click Previous or Next.
· To remove all mapping, click Clear Map.
· To reset the original mapping, click Default Map.
**Most fields are pretty explanitory however, the Name field is the Company.
After you have all the fields mapped to the proper locations
Click Finish
Outlook will them import the information into the Contact folder.