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MS Office Forum / Outlook / Contacts / December 2005

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How to transfer Franklin Planner data to Outlook.

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Charlotte Goebel - 15 Dec 2005 20:49 GMT
I'm currently using Franklin Planner software to manage my contacts, but want
to use Outlook instead.  Can I export the data?  I tested it with one contact
and selected almost every field in Franklin Planner, but only a few of the
fields showed up in Outlook.  What am I missing in the export file setup?
Judy Gleeson MVP Outlook - 16 Dec 2005 11:35 GMT
 explain the steps you have done so we might have a clue to what you're
missing!
 --

 Judy Gleeson [MVP Outlook]
 Acorn Training and Consulting
 www.acorntraining.com.au

 Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

 > I'm currently using Franklin Planner software to manage my contacts, but
want
 > to use Outlook instead.  Can I export the data?  I tested it with one
contact
 > and selected almost every field in Franklin Planner, but only a few of
the
 > fields showed up in Outlook.  What am I missing in the export file
setup?
Charlotte Goebel - 16 Dec 2005 14:00 GMT
Thanks for responding, Judy.  I'll list the steps taken and options selected
in each program, then the results in Outlook.

FRANKLIN PLANNER 7.3:

1 - File, Import/Export Wizard
2 - Export to Another Program, Start
3 - Selected desired fields in "Address & Phone Export" box, Next.  (I
included name, addresses, phone numbers, e-mail addresses, important dates,
just to see which fields would work.)
4 - Selected the single record I wanted to export, Next
5 - Selected format "MS Access", Next.  (It seemed to be the only format
common to both the Franklin Planner and Outlook I/E processes.  MS Access 95
is the most recent version we have.)
6 - Selected "Finish", message "1 Record Exported" appeared after processing

OUTLOOK 2003:

1 - Files, Import & Export
2 - Import from another program or file, Next
3 - Selected Microsoft Access as the format
4 - Seleted the export file where record is stored as the import file (it
appears automatically in the browse box)
5 - Selected "Contacts" as the destination folder
6 - Finish

When I open the contact that was imported, it notes both the title and name
as Full Name, Company is OK, File As is OK, only 1 e-mail address is
imported, Spouse is OK, Department is OK.  No phone numbers and no addresses
and no birthday or anniversary dates.

I hope this is complete enough.  Thanks for your help,

Charlotte

>   explain the steps you have done so we might have a clue to what you're
> missing!
[quoted text clipped - 15 lines]
>   > fields showed up in Outlook.  What am I missing in the export file
> setup?
 
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