Exporting Email Contacts to CSV Files
You can export your email contacts to a CSV file. After you export your email contacts in to a CSV file, you can then import the contents of the CSV file into Microsoft Excel, edit your list of client contacts as needed, and then create a batch file to quickly create a folder for each of your client contacts on your local computer.
After you create the client folders on your local computer, you can then copy your client folders into SmartVault, upload documents into the client folders as needed, and then share documents stored in the client folders with your clients as needed.
Note: The process you use to export email contacts varies based on the email service that you use. This topic explains how you can export contacts from Microsoft Outlook 2007. For more information about exporting contact lists from other email services, see the help or documentation for your email service.
To export your email contacts list into a CSV file:
1. On your local computer, open Windows Explorer and create a new folder at the root of your C:\ drive called MyContacts.
2. Open Microsoft Outlook, and then on the File menu, click Import and Export.
3. On the Import and Export Wizard dialog box, click Export to a file, and then click Next.
4. On the Export to a File dialog box, click Comma Separated Values (Windows), and then click Next.
5. Under Mailbox, click the Contacts folder, and then click Next.
6. In the Save exported file as field, click Browse, and then browse to and select the MyContacts folder you created in step 1 as your destination folder.
7. In the File name field, type MyContacts for the name for the file, and then click OK.
8. Click Next.
9. In the Export to a File dialog box, click Map Custom Fields, and then complete the following steps:
a. In the To: section on the right side of the dialog box, click Clear Map to clear the right pane.
b. In the From: section of the left side of the dialog box, in the Value column, click the plus sign (+) under Name to expand the value.
c. Drag the value for Last Name to the To: section on the right.
d. Drag the value for First Name to the To: section on the right.
e. Drag any other values you want to include in the name of the client folder to the To: section on the right.
Note: You can preview how the exported email contacts will look in the CSV file by clicking Previous and Next in the From: section.
f. When you are satisfied with how the exported email contacts will look in the CSV file, click OK.
g. Click Finish to export your contacts to a CSV file.
After you export your email contacts to a CSV file, edit the CSV file in Microsoft Excel so that your client folder names display the way you want them to when you create your folder structure. For more information, see
“Editing Email Contact CSV Files” .
