How To Move your Individual Contacts from FirstClass to Outlook

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).
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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.
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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.
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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”.
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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.
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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.
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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.
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