Import Contacts to SmarterMail

 Created Date: 4/19/2013 12:00:00 AM |  User Level: Regular User |  Views: 4,933

SmarterMail supports importing contacts from two different types of files: vCards (VCF) and comma-separated text files (CSV). SmarterMail also supports importing from a .zip file containing any combination of these files.

Importing vCard or zipped vCard files

Follow these steps to import vCards to SmarterMail:

  1. Log in to SmarterMail
  2. Click the Contacts icon
  3. Click the Actions menu in the navigation pane toolbar
  4. Then click Import/Export and click Import
  5. Click Choose File to find to the file you wish to upload and click OK
  6. Click Next in the content pane toolbar
  7. If any conflicts occur, you will be asked to resolve them by performing one of the actions below: ?Add Contact – This option adds a completely new contact record with the information in the vCard.
    • Replace – This option replaces the contact in the box with the new one being uploaded. To examine the properties of the close match contacts, however your mouse over the magnifying glass icon in the list at the bottom of the page
    • Skip – This option skips this contact and omits the uploaded contact information
  8. Once all conflicts are resolved, the process is complete

Importing CSV or zipped CSV files

Follow these steps to import CSV files to SmarterMail:

  1. Log into SmarterMail
  2. Click the Contacts icon
  3. Click the Actions menu in the navigation pane toolbar
  4. Then click Import/Export and click Import
  5. Click Choose File and navigate to the file you wish to upload and click OK
  6. Map the contact fields from your CSV to SmarterMail fields by choosing them from the dropdown boxes
  7. Click Next
  8. If any conflicts occur, you will be asked to resolve them by performing one of the actions below:
    • Add Contact – This option adds a completely new contact record with the information in the vCard
    • Replace – This option replaces the contact in the box with the new one being uploaded. To examine the properties of the close match contacts, however your mouse over the magnifying glass icon in the list at the bottom of the page
    • Skip – This option skips over this contact and omits the uploaded contact information
  9. Once all conflicts are resolved, the process is complete

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