Import

  1. Please save the file as comma delimited file (CSV) at first. And then click Tools -> Import. The first step in the Import window is to select to which group the data will be imported to.The second step in the Import window is to select field mapping.
  2. Besides, you can import RTF files or Text files to Notes, Diary and Desktop Notes Modules. For example, after you enter the Notes Module, you can click Actions -> Import New Note from File.

Tip: Please ensure the first line in the comma delimited file to be imported is the line for column header.

Emport

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  • Please click Tools -> Export. You can export your file as a CSV file or an HTML file. By default, all records in the current contact list view will be exported.
  • In addition, you can export RTF files or Text files from Notes, Diary and Desktop Notes Modules. For example, after you enter the Notes Module, you can click Actions -> Export Note to File.
  • Import Holidays

    1. You can click Tools -> Import Holidays to display the Import Holidays window.By default, the software will remind you of these imported holidays 5 days in advance. When 'Check duplicate holidays' is checked, the software will check whether a holiday of the same name and date exist. If there is such a holiday, repeating duplicates will not be imported. Usually, this option should be checked.
    2. If you want to import your local holidays, please download Holiday Maker( EfficcessLocalizer-Setup.exe) to create it at first. And then please select Import from holiday file.

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