Exporting Appointments to a 3rd Party database

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Nyla K - 22 May 2008 21:45 GMT

Hello,

We have a CRM system that stores appointments and tasks. We would like to
take the appointments and tasks that were already entered into Outlook and
migrate them into the CRM. Is this possible? Should we first export the
appts/tasks into Excel and use this file to download into the CRM system?

Any suggestions would be greatly appreciated.

Thanks,
Nyla

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Diane Poremsky {MVP} - 22 May 2008 22:23 GMT

unless the CRM app can accept items directly from outlook, you'll need to
export in a format the CRM app can import.

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Diane Poremsky [MVP - Outlook]
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> Hello,
>
[quoted text clipped - 7 lines]
> Thanks,
> Nyla

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Nyla K - 22 May 2008 22:38 GMT

Thank you very much, Diane. Is there a particular format that you know of
that is not supported in Outlook?

> unless the CRM app can accept items directly from outlook, you'll need to
> export in a format the CRM app can import.
[quoted text clipped - 10 lines]
> > Thanks,
> > Nyla

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Diane Poremsky {MVP} - 22 May 2008 23:31 GMT

Outlook can export in many formats - csv, excel, access - what format can
the CRM app import?

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> Thank you very much, Diane. Is there a particular format that you know of
> that is not supported in Outlook?
[quoted text clipped - 17 lines]
>> > Thanks,
>> > Nyla

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