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MS Office Forum / Outlook / General MS Outlook Questions / September 2007

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import multiple categories via .csv file

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Lindy - 22 Sep 2007 13:30 GMT
I am wanting to import a .csv file (saved via Excel 2003) into Outlook 2003
Contacts. I have done a few trials and it’s working successfully except for
one problem.

In the .csv file, apart from having the standard Name, Phone, Email Address
etc. columns, I have four columns that represent my categories. I’m running
into problems when I’m importing into Outlook, go through the Import A File
wizard, and get up to the Map Custom Fields window.

On the From: side, my Values (fields) in the .csv file are listed, and I’m
dragging the Name, Phone Numbers etc. across to the relevant Fields, all this
is straight-forward, no problems there. I drag one of the four that I want as
a Category, but when I drag another across to be a second Category, it
replaces the first. Does this mean it will only allow one Value (field) to be
imported as a Category? I want to import all four so that when I open a
member contact record, whatever categories are applicable to him have
imported with him.
Thanks, Lindy
Lanwench [MVP - Exchange] - 22 Sep 2007 16:58 GMT
> I am wanting to import a .csv file (saved via Excel 2003) into
> Outlook 2003 Contacts. I have done a few trials and it's working
[quoted text clipped - 12 lines]
> to be a second Category, it replaces the first. Does this mean it
> will only allow one Value (field) to be imported as a Category?

Yes.

>  I
> want to import all four so that when I open a member contact record,
> whatever categories are applicable to him have imported with him.
> Thanks, Lindy

I'd first make this a tab-delimited file.

Then massage your file so that the categories are all in one field/column
called Categories - if there are multiple categories for a row, separate
them with commas.
Lindy - 23 Sep 2007 13:30 GMT
Thank you so much. Your advice is what I needed and I've got it working. I
appreciate your help and quick response. I wish I'd asked sooner and saved
myself hours of frustration.
Lindy

> > I am wanting to import a .csv file (saved via Excel 2003) into
> > Outlook 2003 Contacts. I have done a few trials and it's working
[quoted text clipped - 25 lines]
> called Categories - if there are multiple categories for a row, separate
> them with commas.
 
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