To import your Outlook contacts to AccountRight
1 Go to the Card File command centre and click Cards List. The Cards List window appears.
2 Click Synchronise Cards. The Synchronise Cards window appears.
CAUTION: Back up your company file Importing your Outlook contacts to your cards will change the details recorded in your company file. To avoid losing contact details stored in your company file, back up your company file before synchronising.
3 Click Next. The Import and Export Options window appears.
4 Select the card types that you want to synchronise.
NOTE: You can synchronise cards from any of the Cards List tabs (Customer, Supplier, Employee and Personal). The default card type selected will vary according to the tab you are on when you click Synchronise Cards.
5 Select a synchronisation rule from the Update Rules list.
6 If you want to import your Outlook contacts from the default Outlook contacts folder, click Settings. The Settings window appears.
If you are importing your contacts from group contact folders, go to step7 below. Select the option Synchronise cards using the default Outlook contacts folder and then click OK.
7 Click Import. The import process starts. Depending on the version of Microsoft Outlook you use, and the synchronisation update rules you have chosen, the following messages and windows may appear:
8 When the import process has finished, the Synchronisation results window appears.
9 Review the results.
10 If you want to view the log detailing the imported records, click the link in the Synchronisation results window.
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