Once your Accelo user account is connected to Exchange or Office365, Accelo is able to automatically detect contacts from your Address book to import into your Clients and Contacts database.
The import process is optimized for importing contacts with some company/business information. However, we have added some logic to help you import contacts that have no company field set on the Exchange contact, and we can also handle contacts with generic email addresses.
Using this guide, you can:
- Get Started Importing Your Contacts
- Good Practices
Importing your Contacts
Navigate to the Exchange import page by heading into your Settings from the bottom left-hand-side of the Modules Bar then choosing Import Data from the Imports & Exports menu.
The next screen will confirm the number of contacts that have been detected for import.
Click Confirm contacts to import. Note that this will not import the contacts straight away - you get a chance to review them first!
The review process is paginated which means you don't have to process them all at once - you can process them 1 page at a time. You can even open Accelo in another browser window and check that the contacts are being imported as you would expect.
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Contacts are grouped under companies. The company is selected based on the Company Field from the Exchange contact. We can also guess the company (if it is missing) by comparing the contact email address with other contacts.
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You can edit the company name, the contact names and email address. These changes will sync back to Exchange after importing.
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To remove a company or contact, click the X button on the end of the row.
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To import a contact under a different company, click the Unlink option.
Note, you may be importing contacts where the company already exists in Accelo. In this case we will link the new contacts to the existing company.
Good Practices
- If you have notes against a contact, these will be converted to a an activity in Accelo against that contact.
- Duplicate contacts will be ignored. That is, the first contact will be imported, and the second will be ignored. We suggest you use a duplicate contact cleanup tool before running this import.
- All contacts that are imported will automatically be kept in sync with your Exchange Contacts.
- Once contacts are added to Accelo, they will be visible by any users that have permission to view contacts.