Music Teacher's Helper - Your music studio manager

Importing into Outlook

Sat April 26th, 2008 by ronniecurrey

Instructions on how to import a csv file to Outlook: (From Microsoft Knowledgebase Article http://support.microsoft.com/kb/196743), such as MTH Calendar.

To use a Microsoft Excel workbook to import information, cancel everything in Microsoft Outlook, and then open up the file in Excel. To do this, follow these steps:

1. On the File menu, click Save As.
2. In the Save as type box, click CSV (comma delimited), and then click Save.

You receive a message that resembles the following:
The selected file type does not support workbooks that contain multiple sheets.
3. Click OK to save only the active sheet.

You receive a message that resembles the following:
File name.csv may contain features that are not compatible with CSV (Comma delimited).
4. Click Yes, and then close the message. When you are asked whether you want to save the document, click No.

You have already saved the document. Therefore, you do not have to save it again.
Now you can import the .csv file into Outlook. To do this, follow these steps:1. On the File menu, click Import and Export.
2. In the list, click Import from another program or file, and then click Next.
3. In the list, click Comma Separated Values (Windows), and then click Next.
4. Enter the name of the file that you want to import, click the option that you want, and then click Next.
5. Click the destination folder, and then click Next.

The destination folder is the Contacts folder or another folder that uses the IPM.contact form.
6. Under The following actions will be performed, make sure that the Import check box is selected. Then, click Map custom fields.
7. Drag the values from the source fields on the left to the corresponding Outlook destination fields on the right, and then click OK..
8. Click Finish, and then make sure that the contacts are imported the way that you want.
An alternative method is to define a named range in your Microsoft Excel worksheet. The name assigned to the range should not be the same as one of the column header names. To define a named range in Microsoft Excel, follow these steps: 1. In the Microsoft Excel worksheet, select the rows and columns that contain the information that you want to import.
2. On the Insert menu, point to Name, and then click Define.
3. In the Names In Workbook box, type a name (the name may not contain spaces nor should it be the same as one of the column header names) for the range that you specified, and then click Add.
4. Click OK, and on the File menu, click Save.
5. Save and quit the workbook.

2 Comments (Add Comment)

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  1. Could you tell us more about how you might use this procedure? Is it mainly to import the calendar? How does it end up being used, and how does it look in Outlook?

    by Ed Pearlman — Mon Apr 28, 2008 @ 9:55 pm

  2. Currently, you can export to Excel, and from there import into Outlook. It will simply add the events to your Outlook calendar, so isn't a very effective "sync", as it's only one-way. (ie. You can't import into Music Teacher's Helper yet.)

    by Ronnie Currey — Tue Apr 29, 2008 @ 3:29 pm

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