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Import/Export Overview

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The import/export process can be fundamentally be summarized in the following steps

 

 

For Import

 

1.Select the contact folder to which data will be imported
2.Select the correct message class (optional if the default needs to be changed)
3.Set appropriate import processing options (Add, Update, or Delete)
4.Select target input source file
5.Select fields to be mapped (designating <key fields> as required)
6.Process the data
7.Save criteria for future use (optional)

 

 

For Export

 

 

1.Select the contact folder from which data will be imported
2.Select the correct message class (optional if the default needs to be changed)
3.Select destination file
4.Select fields to be mapped
5.Change output field sequence/names (optional)
6.Process the data
7.Save criteria for future use (optional)

 

 

When CQP is first started, there can be a delay depending on whether or not Exchange is used in the default profile and whether or not it is connected. There will be a delay if Exch is not connected since a real-time determination is done which will either connect immediately or wait for a timeout to occur. This is the same delay that is experienced with Outlook at startup.