Importera från Mac-adressbok

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Version: 10.5
• 4 minutes to read
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Caution

We recommend that you contact SuperOffice Support to back up the SuperOffice database before you import large amounts of data.

Importera företag/kontakter från en Mac-adressbok

Ikonen visas under Import om användaren har installerat WebTools for Mac och öppnar Inställningar och underhåll.

  1. Open the Import screen by clicking Import in the Navigator.

  2. Klicka på ikon Mac-ikonen under Välj en importkälla. Mac-adressboken öppnas och en dialogruta visas medan exporten från adressboken pågår.

    Note

    Företagen/kontakterna från Outlook importeras inte till SuperOffice-databasen än. SuperOffice läser bara in företags-/kontaktlistan från Outlook så att du kan ange importinställningar.

    När importen från Outlook är klar visas företagen/kontakterna i fönstret Importera.

Visas det ett felmeddelande?

You must install and configure SuperOffice WebTools to import companies from Outlook. In SuperOffice CRM, go to File > Download > SuperOffice WebTools. Contact user support if you experience problems.

Anpassa importen

By default, all the columns with companies/contacts from the email application concerned (Outlook or Gmail) are linked to a SuperOffice field, but if you wish you can:

  • Click a column heading and edit the SuperOffice field that the data in the column should be imported to.
  • Click a column heading and select (None selected) if you do not wish to import the data in the column.

  1. Click Configure import settings and adjust the import settings.

  2. In the Consent comment field, enter a comment about why you are registering these contacts in SuperOffice (purpose) and how/where you obtained their consent

  1. Click Next. The Preview import window will appear.

  2. In Preview import you can browse through the import data before the import begins.

    Icon Description
    Icon - company new The company does not exist and will be added.
    Icon - company changed The company already exists and will be updated.
    Icon - person new The contact does not exist and will be added.
    Icon - person changed The contact already exists and will be updated.
    empty No updating.

Felsökning

Many contacts are shown without an icon. Does this mean they will not be imported?

Rows without icons are not imported. If you see that many contacts are not being imported, this may be because they are not linked to a company. In that case, you can do one of the following:

  • If the contact is actually linked to a company, you return to the import source (Gmail, Outlook or Excel) and specify a company for the contact. Then start the import afresh.

  • If the contact is not linked to a company, but should be registered under their own name in SuperOffice, set up the person as a company:

    1. Click Previous and Configure import settings.
    2. Click the If no company name list under Contact.
    3. Select Create company using contact name.
    4. Click Save.
    5. Click Next, and check that the New company icon icon is displayed next to the contact. The person is registered as a company in SuperOffice CRM with themselves as the only contact.

Slutför importen

When the import finishes, two lists are displayed:

  • New companies and contacts that were imported.
  • Existing companies and contacts that were changed as a result of the import.

Above each list is a link to the selection with the new/changed companies/contacts.

Tip

If you have imported new companies/contacts and there are problems with the imported data, you can open this selection in SuperOffice CRM and delete the new companies/contacts.