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The following are frequently asked questions (FAQs) about One Step Sales if you have a new question please send it by email to support@united-intelligence.com

Question 1:

How do I take Microsoft Outlook Contact info and import it to One Step?
Answer:

The Utilities (Tools) section lets you compact the database, set a password to protect your One Step database and import/export data.


One Step has its own import format for each data section of the program (i.e., Sales Contacts, Resources, for example). Please reference the "Import Data", "Rules To Follow For Import", and "Order Of Data For Import Formats" sections in One Step by pressing the Help button on the Main Menu and scrolling to those sections.
The following procedure may be used to create a One Step import file from the Microsoft Outlook Contacts list:
1.   Launch Microsoft Outlook program.
2.   Go to the Contacts area.
3.   From the top windows menu, select File, then Import/Export.
4.   Select "Export To File".
5.   From directory tree, select "Contacts".
6.   Select "Comma separated values (DOS)".
7.   Enter path/name of file to export to.
8.   Press Next button to go to Map Custom Fields. In Map Custom Fields, you will be telling the export
      utility of Outlook which order you want the data in for the export file.
9.   Press Clear Fields button at bottom of right fields display to clear the export order area.
10. Referencing the One Step Help "Order Of Data For Import Formats"
      section for the data you want to import, drag the data fields one at a time from the left Contacts fields
      list in the order as specified for One Step. For fields that do not match One Step either look for ones of
      similar content or disregard them for now.
11. After moving all desired fields to the right fields list, press the Finish button and Ok button to start the
      export operation.
12. After the export file has been created, use a text editor to modify the export file
      so that it conforms to the rules of One Step Import files (see One Step Help "Rules To Follow For
      Import", and "Order Of Data For Import Formats" sections).

Note the following in particular:
+ Blank fields created from Microsoft Contacts export are in the format ,, and must be in the format ,"", for
   One Step.
+ Add other blank fields as required from the One Step formats ("Order Of Data For Import Formats"
   section) to match the number of fields required for the One Step import file.
+ For Contacts/Resources data, each line of data fields has 24 fields. The 24th field MUST have either
   "Contacts" or "Resources" only in it in order to see the program data.

13. After editing the export file, import the export file into One Step using the Tools/Import Data function.
14. After import is complete, please review the new program data you imported for accuracy.

Note: Other programs (such as Filemaker, for example) most likely have similar export operations as the
         one described above for Microsoft Outlook Contacts. Refer to those programs' help information for
         exporting of their data.