How To Move your Individual Contacts from FirstClass to Outlook One of the first steps that people will want to do as they switch over from FirstClass to Microsoft Exchange and the Outlook Web App (OWA) is to move over their contact lists. Unfortunately, this is not a process that can be done automatically. Indeed, it must not only be done manually, but it must be completed in two parts: A) Move over your individual contacts (any contacts that are just one person or email address) B) Move over your Mail Lists (a list of people or email addresses saved as a contact, such as “All Staff” or “Chess Club”) This document will show you how to move over all of your individual contacts from FirstClass over to the Outlook Web App. As the Web App does not have an Import Feature, this process will need to be done on a computer that has Outlook 2010 loaded onto it (Windows only, not reliable on Mac). This document will show how the process looks using Outlook 2010 as the transferring program. 1. Open your Contacts by double-clicking the Contacts icon. Usually you will find this icon on your FirstClass desktop. 2. In most people’s mailboxes, they will have “individual contacts” (as exemplified by “A” in the diagram as well as “Contact Lists” (as exemplified by “B” in the diagram). 3. Again, this document explains how to move over your Individual contacts. 4. The instructions for moving over your Mail lists can be found in a different document (How to Move Your Mail Lists from FirstClass Contacts to OWA Contacts.pdf). Revised: October 27, 2011 How To Move your Individual Contacts from FirstClass to Outlook.docx Page 1 5. Your next step is to export the contacts in your contact list as a CSV (comma separated values) file). 6. From the File Menu, choose “Export” 7. In the Export Contacts window: 8. Click on the button beside All contacts. 9. Click on the button beside For use with Outlook (.csv) 10. Then click OK. 11. In the Transfer Dialog Box, save the file to a place you can easily find (like your Home Directory (H:\ drive). In this example, I’m just going to save it to the Desktop. Choose a file name such as FC_Contacts. Click on Save. 12. Please note: Personal mail lists (e.g. your “Chess Club” list that has 12 members in it) will NOT export from FirstClass. If you have mail lists with multiple members, you will receive the following message indicating these items were skipped during the export. Revised: October 27, 2011 How To Move your Individual Contacts from FirstClass to Outlook.docx Page 2 13. But what if I have a whole bunch of Contact Lists in FirstClass? Don’t worry. There is a separate process for converting them. Remember that a lovely document, How to Move Your Mail Lists from FirstClass Contacts to OWA Contacts.pdf …has been created for you already and is available right now on thi website. Click below if you would like to view it. http://www.sd35.bc.ca/staff/outlook/firstclass/Documents/How%20to%20Move%20Your%20Mail%20Lists%20from %20FirstClass%20Contacts%20to%20OWA%20Contacts.pdf 14. Now that you have exported your individual contacts to a file, it is time to Import them into Outlook 2010. For this next section, you need to be using a computer that has Outlook 2010 on it (i.e. a district Windows computer). If you are working from a Mac, there should be at least one Windows computer set up in your school with Outlook 2010 loaded on it. t 15. In Outlook 2010, you will have no Contacts yet, until you import the file you just created. Click on the “File” tab in the top left corner. 16. At the File tab, choose “Open”, then click on “Import”. Revised: October 27, 2011 How To Move your Individual Contacts from FirstClass to Outlook.docx Page 3 17. An “Import and Export” Wizard box will appear. 18. Choose “Import from another program or file” and click Next. 19. The “Import a File” box will appear. Click on “Comma Separated Values (Windows)” and click Next. 20. The “Import a File” box will appear. I would suggest that you choose “Do not import duplicate items”, but the choice, of course, is yours. 21. Click on the “Browse” button. Revised: October 27, 2011 How To Move your Individual Contacts from FirstClass to Outlook.docx Page 4 22. Go to the place where you store your FC_Contacts.csv file (in my example, I saved it on the Desktop). 23. Click on the file, then click OK. 24. The “Import a File” box will once again appear, this time with the file location filled in. Assuming this is correct, click the Next button. 25. In the “Import a File” Box, click on “Contacts” and press Next. 26. A confirmation box will appear. Click Finish. Revised: October 27, 2011 How To Move your Individual Contacts from FirstClass to Outlook.docx Page 5 27. You should now see your individual contacts in the contacts section of Outlook. 28. You’ve now imported your individual contacts. Please note that once you have finished with this importing process, your contacts will now be uploaded to the Microsoft Exchange server. That means you can now leave the Windows computer on which you’ve performed these tasks, and log on to the Outlook Web App (at home, on your classroom Macintosh, or any Web-capable computer, and your contacts will be there. When you want to create a new contact, you should now do it within Outlook. To import your Mail Lists, please refer to the document (How to Move Your Mail Lists from FirstClass Contacts to OWA Contacts.pdf) on this website. Revised: October 27, 2011 How To Move your Individual Contacts from FirstClass to Outlook.docx Page 6
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