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Creating Client Folders from Email Contact Lists > Editing Email Contact CSV Files
    
Editing Email Contact CSV Files
After you export your email contacts from Microsoft Outlook to a CSV file, edit your CSV file using Microsoft Excel to get the folder structure you want.
Note: For more information about exporting email contacts into CSV files, see “Exporting Email Contacts to CSV Files” .
To edit an email contact CSV file:
1. In Windows Explorer, browse to C:\MyContacts, and then open the MyContacts.csv file that you created when you exported your email contacts in Microsoft Excel.
For more information about the MyContacts.csv file, see “Exporting Email Contacts to CSV Files” .
2. When you open the MyContacts.csv file in Microsoft Excel, you should see following columns:
Column A - Contains the last name of the contact
Column B - Contains the first name of the contact
3. Insert two columns to the left of column A by completing the following steps:
a. Right-click on the column A heading, and then click Insert.
b. Right-click on the column A heading again and then click Insert again to add a second column.
4. In the first cell of column A, type MKDIR.
5. In the first cell of column B, type a double quote (") character.
6. Insert a column between columns C and D by right-clicking the column D header and then clicking Insert.
7. In the first cell of column D, type a comma (,) character.
8. In the first cell of column F, type a double quote (") character.
9. Copy the following formula into the first cell of column G:
=CONCATENATE(A1," ",B1,C1,D1," ",E1,F1)
10. Verify that you CSV file has the following format:
11. Using Microsoft Excel’s drag and copy feature, copy the contents of cells A, B, D, F, and G down the entire column height to the last populated cells in columns C and E. Your file should now have a format be similar to the file in the following image:
12. Review Column G for accuracy, and complete the following steps as needed:
Note: It is easier to modify the CSV file using Microsoft Excel file in this step than to perform modifications later.
a. Edit any names in the rows than need modification.
b. Remove any duplicate rows or rows you do not want.
13. Save the CSV file as MyContacts.csv.
After editing your CSV file to ensure your client contact names display the way you want them to, you are now ready to create a batch file from your email contact CSV file and then run the batch file to create a client folder for each client contact listed in the CSV file. For more information, see “Creating Batch Files from Email Contact CSV Files” .