How do I import my address book?

AHA Heart Walk Agent -

Click on the link below for the email provider you are using:

Importing from Gmail, Yahoo, Hotmail

Exporting and Importing Using Outlook (Older Versions)

Exporting and Importing Using Outlook (Newer Versions - Office 10)

Exporting and Importing Using Netscape

Exporting and Importing Using Lotus Notes

Exporting and Importing General Directions (for other providers not listed above)

Email Address Book FAQ

To send emails to imported contacts:

  1. On the Email tab click the Address Book link
  2. In the box that pops up, check the box(es) next to the name(s) that you would like to receive the email and click the Send Email to Selected Contacts button
  3. Check the box next to Salutation and type a Salutation in the larger box (ex. Hello)
  4. Click Save when you are finished
  5. It is a good idea to add yourself to the list of recipients, so that you can see the email as your contacts receive it
  6. Then you can customize an email starting with a template and editing it, or starting from scratch When you are done customizing your message, click the Send Email button

Importing from Gmail, Yahoo, Hotmail

  1. Go to the Heart Walk website and login
  2. Click the Email tab
  3. Click the Address Book Import sub-tab link
  4. Select your email service: Gmail, Hotmail, Yahoo. You will be prompted to sign in.
  5. After signing into your email service, select the contacts you would like to import. You can choose all of them, or just select a few. When you're done, click Add.
  6. You will see a confirmation screen listing all of your imported contacts. If you click Add more contacts, you can select a new email service and repeat step 5. If you are finished, click Send Emails.
  7. You'll be taken back to your Email Center. Click Address Book and select the contacts you want to send an email to, and then click Send Email to Selected Contacts.

Export Your Outlook Address Book (older versions)

  1. Go to your contacts page Click on Fil
  2. Click on Import and Export
  3. Choose Export to a File, then click Next
  4. Choose Comma Separated Values (Windows), then click Next
  5. Select Contacts, then click Next Choose File Name and Location, then click Next
  6. Make sure there is a check in the box next to Export Contacts from the Contacts Folder.
  7. Then click Finish You should now have a '.csv' file saved on your computer

Export Your Outlook Address Book (newer versions of Outlook - Office 10)

  1. Click the File tab
  2. Click Options.
  3. Click Advanced.
  4. Under Export, click Export.
  5. In the Import and Export Wizard, click Export to a file, and then click Next.
  6. Under Create a file of type, click Comma Separated Values (Windows), also known as a CSV file, and then click Next.
  7. Under Save exported file as, click Browse, select a destination folder, and in the File name box, type a name for the file.
  8. Click OK.
  9. In the Export to a File dialog box, click Next.
  10. Click Finish.

Export Your Netscape Address Book

  1. Open Netscape Communicator version 4.0 or higher
  2. Under Communicator menu, select Address Book
  3. In the Address Book window, open the File menu and
  4. Choose Save As or Export
  5. Choose File Name and Location, then click Save
  6. You should now have an .Idif file saved on your computer
  7. You will need to re-save it as a csv file

Import Your Netscape Address Book

  1. On the Heart Walk Website, log into your homepage
  2. Click on Email tab
  3. On the bar under the tab, click on Address Book Import
  4. Choose the source from where you have exported:Use Comma Separate Value (csv), then click Next
  5. Browse for file that you saved when exporting, click Open and then Next
  6. Choose your fields (First Name, Last Name, Email Address), then click Continue
  7. Once the list has been imported, click on Send Email link (on the bar under the tab)
  8. You can now edit your address book and begin sending emails

Export Your Lotus Notes Address Book

  1. Open your Address Book
  2. Note: If you only want to export selected contacts, select the contacts you
  3. want to export by clicking to the left of the contact
  4. From the Menu, select File, Export
  5. In the "Save as type:" field, select Lotus 1-2-3
  6. Name the File, click Export
  7. The "123 Worksheet Export" box will display
  8. Select the Include View Titles option
  9. Note: If you only want to export slected contacts, choose Selected Documents
  10. Click OK after your selection
  11. Open the exported file in Excel
  12. Select File, Save As and "Save as type:" to CSV (Comma delimited)(*.csv)

Import Your Lotus Notes Address Book

  1. On the Heart Walk Website, log into your homepage
  2. Click on Email tab
  3. On the bar under the tab, click on Address Book Import
  4. Choose the source from where you have exported: Use Comma Separated Values (.CSV file) option, then click Next
  5. Browse for file that you saved when exporting, click Open and then Next
  6. Choose your fields (First Name, Last Name, Email Address), then click Continue
  7. Once the list has been imported, click on Send Email link (on the bar under the tab)
  8. You can now edit your address book and begin sending emails

Export Address Book (for providers not listed)

Please Note: These are general directions, and not specific to any email provider. If this guide doesn't answer your questions, please contact us.

  1. Login to your email
  2. Look for an Export option on the menu or in the address book area of the software
  3. Export the file into CSV format
  4. Select Save option
  5. In the Save As box choose a location and name for your file, then click Save
  6. You should now have a '.csv' file saved on your computer

 

Import Address Book (for providers not listed)

  1. On the Heart Walk Website, log into your homepage
  2. Click on Email tab
  3. On the bar under the tab, click on Address Book Import
  4. Choose the source from where you have exported: Use Comma Separated Values (.CSV file) option, then click Next
  5. Browse for file that you saved when exporting, click Open and then Next
  6. Choose your fields (First Name, Last Name, Email Address), then click Continue
  7. Once the list has been imported, click on Send Email link (on the bar under the tab)
  8. You can now edit your address book and begin sending emails

Email Address Book Frequently Asked Questions

Q: If I imported my address book last year will I have to import my address book this year?

A: If you use the same Username & Password that you used last year your address book will be retained from the previous year. Note: You can import your address book this year and the system will only import contacts that do not match ones you have previously imported or you can add them manually

Q: I do not have a email provider listed in the instructions. How can I Export my address book?

A: If you have an email provider other than the ones listed, you can open that email and see if you see an Export option. Export the file to a csv file.

Q: My email provider does not have an export function, how do I put email addresses
into the Heart Walk Website to send emails out?

A: You can go directly into your personal web page and add addresses manually. Simply type first name, last name, and email address for each contact.

Q: The download seems very slow is this normal?

A: Download times vary depending on the amount of contacts being transferred.

Q: Will all of the contacts from my email provider address book transfer over?

A: Yes, all of your contacts will be transferred if they have a first name, last name and email address. You can choose specific people to email to once they are imported. You do not have to send your email to the entire contact list.

 

Q: Not all of my contacts were transferred, why is that?

A: A contact must have a first name, last name and email address to import. If some of your contacts didn?t transfer they may be missing one of these required items.

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