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Importing PIM Data to the Palm Desktop

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IMPORTANT: If you have installed your Palm Desktop software to synchronize with Microsoft Outlook (not the Palm desktop) you should export PRS data to Outlook not the Palm Desktop.

 

You need to import the PRS files that you've exported.

 

Data Category

Import file name

Imported to

PRS Personnel

xx_personnel.csv

Palm Desktop Contacts

PRS Reminders

xx_reminders.csv

Palm Desktop Memos

PRS Vacancies

xx_vacancies.csv

Palm Desktop Memos

 

Where xx is the PRS user's initials.

 

To import a file:

 

1.Export PRS data to Palm PC compatible files.

 

2.        Open the Palm Desktop application.

 

3.Select Contacts from the Palm Desktop View menu to import PRS Personnel or Memos from the Palm Desktop View menu to import PRS Reminders or Vacancies.

 

4.If you have existing PRS data in the Palm Desktop then you'll probably want to delete it first to avoid duplicates.

 

5.Select the Import... command from the Outlook File menu.

 NOTE: The Palm Desktop Category should be set to either All or PRS Personnel — if any other category is selected the imported data will be assigned to that category.

 

3.To import the contacts file follow the steps shown below using the highlighted selections.

 

Select Files of type Comma Separated (*.csv;*.txt) then select the exported PRS file.

 

NOTE: Don't change anything, just press the OK button to complete the import.