After importing your contacts, WorkingPoint tells you how many contacts were imported, as well as listing the contacts that did not get imported and those contacts that might be duplicates. You might want to review what was imported and make any corrections or add additional information from your exported contacts that did not get imported.
When your contacts are imported, WorkingPoint does the following:
If the record in your exported address book indicates the individual contact belongs to a company, WorkingPoint creates that company as a contact, but you may have to review that company contact to add an address.
If the record in your exported address book is a company without any contacts associated with it, WorkingPoint creates that company as a contact, and adds the address if it exists in the exported record.
If the record in your exported address book/email program is an individual contact that belongs to a company already in your WorkingPoint Contacts List, WorkingPoint links the contact to the company.
Things you might want to check:
additional addresses (WorkingPoint imports the primary address). You can manually add additional addresses.
additional email addresses (WorkingPoint imports the primary email address). You can manually add additional email addresses.
additional phone or fax numbers (WorkingPoint imports the first 3 phone numbers and 2 fax numbers). You can manually add additional phone numbers.
any companies WorkingPoint has added. If you import a contact that is associated with a company, WorkingPoint automatically creates a company record, but you might need to manually enter the company address or other company information.
To review the contacts you imported:
Click the Contacts tab to open the Contacts List.
Filter the list to show contacts Imported in Last Day.
Move the pointer to the left of the contact you want to review. You’ll see this:
Click Edit.
Review the record and make any changes.
Click Save Changes.