Guide to Importing Outlook Tasks, Meetings, and Contacts

Click HERE for step-by-step instructions to import Outlook Tasks, Meetings, and Contacts.

Introduction

FCmobilelife provides a feature for importing Tasks, Meetings and Contacts from Outlook.

This document describes how to do these imports. Before going into the details, it is helpful to understand a high level view of the process. You begin by creating an export of your Tasks, Meetings, or Contacts from Outlook. Outlook can export data in a variety of formats, but you need Outlook to create a CSV (Comma Separated Value) text file for items that you want to import into FCmobilelife. Tasks, Meeting, and Contacts are imported separately (from separate export files that you create with Outlook). After you have an export file, then there is a program on the FCmobilelife website that allows you to upload that file to the FCmobilelife server.

When the file gets to the server, a program there reads it and imports the data into your FCmobilelife account. You can import some or all of the items contained in an export file. You are shown the data before the final import step so you can verify the data and select the items you want to import. After the import your Outlook Meetings will appear as FCmobilelife Schedule items and your Outlook Tasks will appear as FCmobilelife Tasks. Contacts are handled differently.

Because FCmobilelife is a subscription service, the import process cannot register your contacts that do not have FCmobilelife accounts. Also, since FCmobilelife uses email addresses to identify users, the import process will only work for your Outlook contacts that have email address in your Outlook contact book.

The Outlook Contact import works with the following steps:

  1. Lists all your Outlook contacts that have email addresses. These are the contacts that will be checked against FCmobilelife subscribers.
  2. Lists the contacts that are already on your FCmobilelife team.
  3. Lists the contacts that are FCmobilelife subscribers but are not yet on your team. You can check the contacts that you wish to add to your team. These contacts will be sent a standard FCmobilelife “join my team” email
  4. Lists the contacts that are not FCmobilelife subscribers. You can check the contacts that you want to invite to register for FCmobilelife. These contacts will be sent a standard FCmobilelife registration invitation email.

Click HERE for step-by-step instructions to import Outlook Tasks, Meetings, and Contacts.