SmarterMail supports importing contacts from two different types of files: vCards (VCF) and comma-separated text files (CSV). SmarterMail also supports importing from a .zip file containing any combination of these files.
Importing vCard or zipped vCard filesFollow these steps to import vCards to SmarterMail:
- Log in to SmarterMail.
- Click the Contacts icon.
- Click Actions in the in the action toolbar of the management pane.
- Click Import/Export in the actions toolbar and select Import.
- Click Browse to find to the file you wish to upload and click OK.
- Click Next in the actions toolbar.
- If any conflicts occur, you will be asked to resolve them by performing one of the actions below:
- Add Contact – This option adds a completely new contact record with the information in the vCard.
- Replace
– This option replaces the contact in the box with the new one being
uploaded. To examine the properties of the close match contacts, hover
your mouse over the magnifying glass icon in the list at the bottom of
the page.
- Skip – This option skips this contact and omits the uploaded contact information.
- Once all conflicts are resolved, the process is complete.
Importing CSV or zipped CSV files
Follow these steps to import CSV files to SmarterMail:
- Log into SmarterMail.
- Click the Contacts icon.
- Click Actions in the in the action toolbar of the management pane.
- Click Import/Export in the actions toolbar and select Import.
- Click Browse and navigate to the file you wish to upload and click on OK.
- Map the contact fields from your CSV to SmarterMail fields by choosing them from the dropdown boxes.
- Click on the Next icon in the actions toolbar.
- If any conflicts occur, you will be asked to resolve them by performing one of the actions below:
- Add Contact – This option adds a completely new contact record with the information in the vCard.
- Replace
– This option replaces the contact in the box with the new one being
uploaded. To examine the properties of the close match contacts, hover
your mouse over the magnifying glass icon in the list at the bottom of
the page.
- Skip – This option skips over this contact and omits the uploaded contact information.
- Once all conflicts are resolved, the process is complete.