Importing your Outlook contacts to your AccountEdge cards

You can import your Outlook contacts to your AccountEdge cards from either the default contacts folder, or from group contact folders created for each AccountEdge card type.

However, before you import your Outlook contacts, you need to identify each contact as a customer, vendor, employee, or personal contact.

note : Blank fields in your Outlook contacts are not included in the import

If a field in your Outlook contact is blank but the corresponding field in your AccountEdge card is complete, this field will be skipped during the import process. This ensures that blank fields don’t overwrite contact details recorded in your AccountEdge cards.

Importing from the default contacts folder

If you want to import your contacts to AccountEdge cards from the default Outlook contacts folder, type the card type for each contact in the Categories field of the General tab.

Importing from group contacts folders

You need to save your contacts to group contact folders labelled AccountEdge Customer, AccountEdge Vendor, AccountEdge Employee, and AccountEdge Personal. For instructions on how to set up group contact folders in your Outlook contacts, refer to your Microsoft Outlook documentation.

Before importing your Outlook contacts

Check that the details recorded in your Outlook contacts are up to date and entered in the correct field.

To import your Outlook contacts to your AccountEdge cards

1	Go to the Card File command center and click Cards List. The Cards List window appears.

2	Click Sync Cards. The Synchronize Cards window appears.

caution : Back up your company file

Importing your Outlook contacts to your AccountEdge cards will change the details recorded in your company file. To avoid losing contact details stored in your company file, back up your company file before synchronizing. For more information on backing up your Company File, see ‘Backing up and restoring company files’ on page 321.

3	Select the card types that you want to synchronize.

note : You can synchronize cards from any of the Cards List tabs (All Cards, Customer, Vendor, Employee, and Personal).

4	The default card type selected will vary according to the tab you are on when you click Sync Cards.Click Synchronize Cards. The Outlook Sync - Import and Export Options window appears.

5	Select a synchronization rule from the Update Rules list. For more information, see ‘Synchronization update rules’ on page 266.

6	If you want to import your Outlook contacts from the default Outlook contacts folder, click Settings. The Outlook Sync ‑ Settings window appears. If you are importing your contacts from group contact folders, go to step 7 below.

Select the option Import and export all AccountEdge cards to the default contacts folder and then click OK.

7	Click Import. A Microsoft warning appears.

8	Select a period for your AccountEdge software to access your Outlook contacts:

a	Select Allow access for option.

b	Select a period from 1 minute to 10 minutes.

c	Click Yes.

The import process starts and the Blank Field Warning window appears.

9	Click Continue. If you selected the Update existing contacts rule or the Do not update existing contacts rule, the Outlook Sync - Import Summary window appears.

If you selected the Ask me to confirm updates rule, the Outlook Sync - Confirm Update of AccountEdge card window appears.

Select how you want to deal with each update. When you have confirmed all updates the Outlook Sync - Import Summary window appears.

10	Review the import summary.

note : AccountEdge import log

If you want to view a list of the records updated and the problems encountered during the import, refer to the AccountEdgeImport.html file. This file—readable by any Internet browser—can be found in the OutlookSync folder.