Recreating Your GroupWise Mailing Lists in Outlook Client

Transcription

1 Recreating Your GroupWise Mailing Lists in Outlook Client All the contacts and Mailing Lists (aka Mailing Groups or Distribution lists) from your GroupWise account will be migrated to your JagMail account. However, these Mailing Lists cannot be automatically transferred to your Outlook profile. You can re-create them in Outlook from scratch or use the directions below to semi-automate the process. Migrating from GroupWise to JagMail Let s say you have a Mailing List Donors2012 in your GroupWise account as shown in the image below. To simplify the example, we put only 5 members in that list.

2 2 When you open your Contacts in JagMail after the migration, you will see the Mailing List Donors2012 in the left panel of your Contacts window and if you select this group, you will see the same 5 members, as shown below. Exporting JagMail contacts Now you can quickly export this contact list into a CSV file and then import it into the Outlook to recreate your contact list. Here's how: 1. While signed into your JagMail account, choose Contacts. 2. Select your group you wish to export -- in our case, it s Donors From the More actions drop-down menu, select Export...

3 4. Be careful! You probably do not want to export your entire contact list. You can choose which contacts to export -- all contacts, only one group, or a particular selection in the next window Select the format in which you'd like to export your contacts' information. Please note, in transition from one mail system to another, some of these formats can lose some contact details. o o o To transfer contacts between Google accounts, use the Google CSV format. This is also the recommended way to back up your Google Contacts. To transfer contacts to Outlook, Yahoo! Mail, Hotmail, or various other apps, use the Outlook CSV format. To transfer contacts to Apple Address Book, use the vcard format. 6. Click Export. 7. Choose Save to Disk then click OK. 8. Select a location to save your file, and click OK. Import Contacts to Outlook When you are ready to import your contacts to Outlook, you may simply import the individual contacts and allow these to merge to your full list of contacts or you may create a separate folder where these contacts will reside. This will allow you to see the contacts as a group where you can address to individuals easily. Using this method, you may also decide to create a Contact Group where you can add all the selected contacts. We will walk through the steps required to create a folder containing a group of contacts and a Contact Group.

4 4 Create a contact folder First login to Outlook and open your contacts. Follow these steps to create your folder as the container for holding your contacts. This would be similar to creating an Address Book in GroupWise: 1. Click on one of the existing folders in your contacts. In the example I have selected the folder for Contacts. 2. Right Click and select New Folder. 3. Type name of folder to be created (for example, Donors2012). 4. Scroll in your folder list to the appropriate location where the new folder should be added. I would add this new folder as a sub-folder under Contacts and click OK. 5. Soon you will see your new folder in the list under My Contacts.

5 Import Contacts 5 Now that you have the container, we are ready to import the.csv file containing the Contacts. 1. Go to the File tab 2. Click Open (skip for Outlook 2007) 3. Click Import Note: in Outlook 2007 there are only two Steps -- File tab > Import & Export 4. Choose an action to perform: Import from another file or program and click Next 5. Select Comma Separated Values (Windows) 6. Click Browse and locate the file to import 7. Select from the available options on whether to overwrite existing contacts or not and click Next 8. Select the destination folder where the contacts should be placed and click Next Note: This will deliver individual contacts to the folder and these can be selected individually when addressing messages. 9. If necessary click Map custom Fields to match fields from the source data to fields in Outlook 10. Finally, click Finish to import your contacts to the folder

6 6 Create New Contact Group and Populate Now that you have all your contacts in the folder, it is easy to add these to a Contact Group which can be used to address your messages without selecting all the names individually. Here you will see the individual contacts displayed. From this folder you will be able to select contacts individually if you need to address messages. 1. To create a New Contact Group for use in addressing the entire collection of contacts, begin by clicking New Contact Group. 2. Type the name of the new group 3. Click Add Members 4. and choose From Address Book 5. From the drop-down list, select the address book you recently created. This is the folder you created for importing contacts previously 6. Double-click to add each member from the Address Book to the list of members or select the all the members and click and then OK. Now you may use the list to address the entire collection of contacts with one entry.