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Importing PIM Data to Microsoft Outlook

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You need to import a file for each of the data categories you've exported.

 

Data Category

Import file name

Imported to

PRS Personnel

xx_personnel.csv

Outlook Contacts folder

PRS Reminders

xx_reminders.csv

Outlook Tasks folder

PRS Vacancies

xx_vacancies.csv

Outlook Notes folder

 

Where xx is the PRS user's initials.

 

To import a file:

 

1.Export PRS data to Microsoft Outlook compatible files.

 

2.Open Microsoft Outlook and select the Import and Export... command from the Outlook File menu.

 

3.Follow the steps shown below using the highlighted selections.

 

NOTE: If you don't select Do not import duplicate items then you'll get double-ups.

 

NOTE: Be sure to select a folder type that corresponds to you exported PRS data.

 

TIP: You can keep PRS data separate from other Outlook data by creating separate PRS contact, task and notes folders within Outlook.