Importing Contacts into WorkingPoint- Neat Trick #4

Did you know that you can import your contacts into WorkingPoint even if you don’t have an Outlook CSV file from Outlook, Gmail or Yahoo! Or a vCard file from Mac Address Book, Gmail or Yahoo!? If you can copy and paste your contacts into a CSV file, you can import them into WorkingPoint.

Here’s what you do:

• If your account is new, enter one contact record into WorkingPoint by hand so there is something in the list to use as an example (You can delete it later).
• Export your WorkingPoint Contacts List by clicking the Export to CSV icon at the top of the list next to the printer icon
  

  vCard and CSV icons

  • WorkingPoint will create a CSV file of your contacts list. This file can be used as a template to import into WorkingPoint.
• Copy and paste the contacts you want to import into the new template.
• From the Contacts List, click Import Contacts
• Upload the template using Option 1: Outlook CSV
• Click Import Contacts

The more time you spend with WorkingPoint, the more ways you’ll find that it can help your business. For more information on importing contacts, click here.