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Import A CSV File from Argenta into Outlook Contacts

CSV files generated in Argenta can be easily imported into your Microsoft Outlook contacts.

You can create a CSV file in any of the relationship modules; board members, clients, donors, members, partners, leads/prospects, staff members, vendors, or volunteers. Select "Relationships" from the Argenta main menu on the left hand side of the screen to get started.

Filter To Create A Mailing List

All relationship lists can be filtered before generating a mail list. To perform a To filter the list of constituents, click the “Advanced Search & Filter” button above the list. A panel will open with the filter choices. Choose your filter criteria and click “Filter.”

Add To Mail Room Lists

Mailing lists can be created from any relationship list, filtered or unfiltered. Click the “Add To Mail Room Lists” button above the list. A window will pop-up. Type a name for your List and click the “Add This Mail List” button. This will add the constituents currently displayed in the list to your new mail room list found in the Argenta Mail Room in "My Saved Lists".

 

 

 

Creating or Updating A List In The Argenta Mail Room
Select "Argenta Mail Room" from the Argenta main menu on the left hand side of the screen.

To create a new list, choose the “Build A Custom Mailing List” tab. You can add any of the relationship lists to the list you're building. Add one or many, by selecting them from the "Choose Constituent Groups To Include in the List" section.

 

 

You can manually add and remove constituents from the list by clicking the "Add Constituents To This List" button.

Only selected (checked) constituents will be added to your list.  When you have selected the desired constituents, you can save them by clicking the “Save List & Continue” button above the list.

 

 

Export A Mailing List To CSV

From the "My Saved Mailing Lists" tab Click the “Export List To CSV” button above the list.

 

 

 

A CSV file with the list name will appear in the “Downloads” folder of your computer. You have completed the export of the mailing list.

 

Import CSV Into Outlook 2010

 
Open Microsoft Outlook.
At the top of your Outlook 2010 ribbon, choose “File”.
Click “Open” --> “Import”.

 

 

 

Choose “Import from another file or program” and then click “Next”.

 

 

 

Choose “Comma Separated Files (DOS) and then click “Next”.

 

 

 

Browse your computer for the CSV file & choose “Replace duplicates with items imports and then click “Next”.

 

Browse again for the CSV file & choose “Replace duplicates with items imports and then click “Next”.

 

 

 

Choose the desired contacts folder and then click “Next”.

 

 

 

Choose “Map Custom Fields”.

Map the fields from the CSV file to Outlooks Contact Fields and then click “OK”.

 

 

 

Import CSV Into Outlook 2013 & Later Versions Open Microsoft Outlook

 

At the top of your Outlook 2013 or 2016 ribbon, choose “File”.

 

Choose “Open & Export” --> “Import/Export”.

 

 

 

 

On the next screen, choose “Import from another program or file”, and then click “Next”.

 

In the “Import a File box”, browse to your contacts file, and then double-click to select it.

Choose one of the following to specify how you want Outlook to handle duplicate contacts:


“Replace duplicates with items imported” If a contact is already in Outlook and your contacts file, Outlook discards the info it has for that contact and uses the info from your contacts file. You should choose this option if the contact info in your contacts file is more complete or more current than the contact info in Outlook.


“Allow duplicates to be created” If a contact is in Outlook and your contacts file, Outlook creates duplicate contacts, one with the original Outlook info and one with the info imported from your contacts file. You can combine info for those people later to eliminate duplicate contacts. This is the default option.


“Do not import duplicate items” If a contact is in Outlook and your contacts file, Outlook keeps the info it has for that contact and discards the info from your contacts file. You should choose this option if the contact info in Outlook is more complete or more current than the info in your contacts file.


Click “Next”.


In the “Select a destination folder box”, scroll to the top if needed and select the “Contacts” folder and then click “Next”. If you have multiple email accounts, choose the Contacts folder that's under the email account you want to be associated with the contacts.

 

 

 

If you are not sure that the column names in the first row of the spreadsheet will map correctly to the Outlook fields, click “Map custom fields” to verify them.

 

 

 

Click "Finish" to complete the import.