8135 Exporting Point Cardex into Zenly

1. Open Point.

2. Navigate to 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 the 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.

10. Open Zenly and open that csv file from your computer.

11. Open the sample.csv file in Zenly.  This is under Templates > Directory.  Select the up arrow icon.

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12. Paste the data from the exported Outlook .csv file into the Sample .csv file under the matching header.  When finished, save the file.

13. Import the saved .csv file into Zenly.  Go to Templates > Directory and click the 8135_06_LR icon.

14. Click "Choose File" and browse for the .csv file and click Import.