1811 Exporting Cardex records to Outlook contacts

This article includes:

  • Exporting Cardex records to a .csv file.
  • Importing the .csv file into Microsoft Outlook

Exporting Cardex records to a .csv file

  1. Open Point.
  2. From the Menu bar, select Utilities > Cardex Database.

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  3. From the Menu bar, select File > Export.
  4. Remove the check from the Include Field Names in First Row checkbox.

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  5. Click Export.
  6. From the Export Cardex window, save the file to the Desktop.
  7. Change the File name: field to PointCardex.csv
  8. Change the Save as type: field to All Files (*.*)

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  9. Click Save.


Importing the .csv file into Microsoft Outlook

  1. Open Microsoft Outlook.
  2. From the Menu bar, select File > Import and Export.
  3. Select Import from another program or file.

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  4. Click Next.
  5. Select Comma Separated Values (Windows).

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  6. Click Next.
  7. From the Import a File window, click Browse.
  8. From the Browse window, browse to the Desktop and select PointCardex.csv.
  9. Click OK.

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    The Import a file window opens.
  10. In the Options section, select whether you want to replace duplicates, allow duplicates, or not import duplicates.

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  11. Click Next.
  12. Select Contacts.

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  13. Click Next.
  14. From the Import a File window, insert a check in the Import "PointCardex.csv" into folder: Contacts checkbox.

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    The Map Custom Fields window appears.
  15. From the left panel, drag each item to the appropriate section of the right panel. For Example:

    • Drag the First and Last name from the left panel, to the First Name and Last Name field of the right panel.

    • Do the same for any other fields, such as, CompanyTitle, or Business Address.

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    Click the + sign in the right panel next to Name
  16. When you have mapped all fields, click OK