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Details for Problem 2496
Problem ID: 2496
Start Date: 9/10/2007 1:26:31 PM
Close Date: 7/1/2013 3:13:31 PM
Category: Address Manager
Subject:
Import/Export Palm
Description:
How can I import my contact data from the Palm Desktop?

Solution:

Instructions for exporting from Palm Desktop
1. Connect your Palm device to your pc
2. Open the Palm Desktop software.
3. Click File then Export.
4. Export the file as CSV.
5. Save the file to a common file folder on your pc.

Instructions for importing an Exported CSV file into Address Manager
1. Start StatTrak Address Manager and select Import Names and Addresses from the Tools menu
2. The Import box will display, choose Comma Delimited File
3. Click the Browse button
4. A Browse for Files window will display, navigate to the directory the file is located in.
5. Click to select the file you had exported and then click Open.
6. Back on the Import window click Import.
7. A Comma Delimited Import screen will display
8. Put a check mark in Skip 1st Row to skip the heading row
9. Above each column is a ‘Click to Assign’ button, use this to assign each column of data to a field in Address Manager. Click on ‘Click to Assign’ and pick the field from the list which corresponds to the data in that column and click OK. You will see that ‘Click to Assign’ will change to the field name that you had chosen. ***Assign the Last Name column to both the Last Name field and the List By field, so after you choose Last Name, click on where it used to say Click to Assign and then click on List By. Above the column it will then show Last Name (List By).***
10. After assigning all the columns to an Address Manager field, click Import.
11. Address Manager will check for duplicates and display a warning if it finds any, choose to replace or skip.


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