Importing XLS to Outlook/exchange Contacts

[Rick Dilley]

Installation has SBS2000 with Exchange 2000 integrated on same server.

Client has received an Excel spreadsheet of name and address information
that he'd like set up in a contact list(or address list) in Exchange for
manipulation and use by his staff.

I have looked through NG for instructions on how to "import" this data and
cannot find anything.

Can someone enumerate explicit instructions on how to create contacts or
address from an Excel Spreadsheet.

TIA

RickD

 

[Sue Mosher [MVP-Outlook]]

Select all the rows and columns in the Excel worksheet and choose Insert | Name | Create to create a named range. Save the worksheet.

Create a new contacts folder (temporary import target) in a mailbox or ..pst file in the current Outlook mail profile. Choose File | Import and Export and follow the prompts to import the worksheet data.

Either copy the entire folder to the Public Folders\All Public Folders hierarchy or copy the data items into an existing public contacts folder.

Set permissions on the public folder's Properties dialog to allow access by the desired users.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Rick Dilley]

Thank you Sue.....this all worked perfectly and I configured the shared
contact list(Employers) with security to allow a specific group to read-only
and the administrative assistent to RWED.

Now the task at hand is to send an email to all contacts with a valid email
address( only about 20% have email addresses) with a MS Word doc attached.

TIA

RickD


Select all the rows and columns in the Excel worksheet and choose Insert |
Name | Create to create a named range. Save the worksheet.

Create a new contacts folder (temporary import target) in a mailbox or .pst
file in the current Outlook mail profile. Choose File | Import and Export
and follow the prompts to import the worksheet data.

Either copy the entire folder to the Public Folders\All Public Folders
hierarchy or copy the data items into an existing public contacts folder.

Set permissions on the public folder's Properties dialog to allow access by
the desired users.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Sue Mosher [MVP-Outlook]]

If you want to have both a cover message and the Word attachment, you'll have to use a third-party tool. See http://www.slipstick.com/addins/mail.htm#massmail. If it's OK to use the Word document as the message body itself or send the attachment without a cover message, create a new filtered view to show only contacts with email addresses, apply that view, select all contacts, then choose Tools | Mail Merge and follow the prompts.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers