Importing contact information from Outlook to the Donor Manager is a two step process. Step one involves exporting your information from Outlook to a FoxPro file, and Step two imports that file into the Donor Manager.

Here is the process.

Start Outlook

From the pull down menus, choose /File /Import and Export …

On the "Import and Export Wizard" screen, Select "Export to a file". Click <Next>

On the next screen, you will be asked to select a file type. Choose Microsoft FoxPro. Click <Next>.

Note:  if you receive an error from Outlook at this point complaining about a configuration error, try exporting your data as a dBase type file.  That will work as well.

Next, you will be asked which Outlook folder you want to export. Select your Contacts folder.

The final step is to give the export file a name. I would suggestion the following name: c:\outlooknames.dbf. If you decide to use a different name, be sure to remember the file name and the folder you saved it in.

That’s it for the export!

Fire up the Donor Manager (if it isn’t already running). You must be using version 5.17 or later to import from Outlook.

From the pulldown menus at the top of the screen, choose /Tools /Import /Import from Outlook.

The program will ask you for the name of the file you want to import. You can type in the name of the file, or you can click the <Select> button and use that to specify the file you want to process.

The program will show you the information in the file that you have selected.

Click <Send to the Donor Manager> to import these names into your Donor Master File.

Be sure to do this import only once – the Donor Manager does not check for duplicate names.

Now, go into the Donor Master file and remove any duplicates or other names from your Outlook contacts that you don’t really want in there.