import multiple categories via .csv file

[Lindy]

I am wanting to import a .csv file (saved via Excel 2003) into Outlook 2003
Contacts. I have done a few trials and it’s working successfully except for
one problem.

In the .csv file, apart from having the standard Name, Phone, Email Address
etc. columns, I have four columns that represent my categories. I’m running
into problems when I’m importing into Outlook, go through the Import A File
wizard, and get up to the Map Custom Fields window.

On the From: side, my Values (fields) in the .csv file are listed, and I’m
dragging the Name, Phone Numbers etc. across to the relevant Fields, all this
is straight-forward, no problems there. I drag one of the four that I want as
a Category, but when I drag another across to be a second Category, it
replaces the first. Does this mean it will only allow one Value (field) to be
imported as a Category? I want to import all four so that when I open a
member contact record, whatever categories are applicable to him have
imported with him.
Thanks, Lindy

 

[Lanwench [MVP - Exchange]]

I am wanting to import a .csv file (saved via Excel 2003) into
Outlook 2003 Contacts. I have done a few trials and it's working
successfully except for one problem.

In the .csv file, apart from having the standard Name, Phone, Email
Address etc. columns, I have four columns that represent my
categories. I'm running into problems when I'm importing into
Outlook, go through the Import A File wizard, and get up to the Map
Custom Fields window.

On the From: side, my Values (fields) in the .csv file are listed,
and I'm dragging the Name, Phone Numbers etc. across to the relevant
Fields, all this is straight-forward, no problems there. I drag one
of the four that I want as a Category, but when I drag another across
to be a second Category, it replaces the first. Does this mean it
will only allow one Value (field) to be imported as a Category?
Yes.

I
want to import all four so that when I open a member contact record,
whatever categories are applicable to him have imported with him.
Thanks, Lindy

I'd first make this a tab-delimited file.

Then massage your file so that the categories are all in one field/column
called Categories - if there are multiple categories for a row, separate
them with commas.

 

[Lindy]

Thank you so much. Your advice is what I needed and I've got it working. I
appreciate your help and quick response. I wish I'd asked sooner and saved
myself hours of frustration.
Lindy