Contacts in Office 365 . . . in the Nimble CRM and in the Outlook Customer Manager (OCM)

Getting your contacts to sync between your phone, the cloud and your desktop can be very confusing/frustrating.

There are options to import & export (one time or periodically). There are options to sync (continuously?)

Using Contacts (People) in Outlook on the web. . .

https://support.office.com/en-us/article/using-contacts-people-in-outlook-on-the-web-1e3438c7-26b2-420c-87de-3cea9d31b5cb?ui=en-US&rs=en-US&ad=US

Import and export Outlook email, contacts, and calendar - Office Support

https://support.office.com/.../import-and-export-outlook-email-contacts-and-calendar-...
Find the information you need to import to or exporting from Outlook, whether you're using Office 365, Outlook 2016, or a Mac.
‎ · ‎
Import contacts to Outlook
 		 Import Gmail contacts to Outlook
 

Import to Outlook app

Import contacts from a CSV file

Import email, contacts, and calendar from a PST file

Import contacts from an Excel spreadsheet

Import contacts from iCloud (vCard .VCF file)

 

Export from Outlook app

Export contacts from Outlook to a CSV file or Excel

Export email, contacts, and calendar to a PST file

 

 

 

Import to Office 365

Import contacts to your Office 365 mailbox

 

Export from Office 365

Export contacts from your Office 365 mailbox

 

Import to Outlook.com

Import contacts to an Outlook.com or Hotmail.com account

 

Export from Outlook.com

Export contacts from Outlook.com or Hotmail to a CSV file

 

Import from Gmail

Import Gmail contacts to Outlook

Import Gmail to Outlook

Import Google Calendar to Outlook

Prepare your Gmail or G Suite account for connecting to Outlook and Office 365  

Export contacts out of other email services

Export iCloud contacts

Export Gmail contacts – See Gmail help

Export Yahoo contacts – See Yahoo import and export help

Export Thunderbird contacts – See Mozilla support.
  Various Tricks to Import CSV Contacts to iCloud Account
Import from iCloud Export from iCloud
   
Import from Nimble Export from Nimble
 

What is iCloud Contacts?  Import & Export & Sync

"You can keep your contacts organized and easy to find using Contacts on iCloud. Changes you make appear automatically wherever you set up iCloud for Contacts. You never have to connect your device to your computer to keep your contacts current.

On iPhone, iPad, iPod touch, or Mac: Changes appear in the Contacts app.

On Windows: Changes appear in Microsoft Outlook.

Each contact appears on a virtual card called a vCard. You can share vCards with others, and you can add vCards that are shared with you. See Export a contact as a vCard from iCloud Contacts and Import a contact into iCloud Contacts.

To use iCloud Contacts, go to icloud.com/contacts and sign in with your Apple ID (if you’re not signed in already).

If you’re already using another iCloud feature, click the feature’s name at the top of the iCloud.com window, then click Contacts.

When using iCloud Contacts, make sure you use a browser recommended in the Apple Support article System requirements for iCloud."

Keep your contacts up to date on all of your devices with iCloud
With iCloud, you can have your contacts in your pocket and on your desktop. When you add or update a contact, iCloud makes the change everywhere - https://support.apple.com/en-us/HT205754

If you see duplicate contacts after setting up iCloud Contacts If you set up iCloud Contacts on your Mac or PC and then see duplicate contacts, follow these steps. https://support.apple.com/en-us/HT203565

Export or backup email, contacts, and calendar to an Outlook .pst file ...

https://support.office.com/.../export-or-backup-email-contacts-and-calendar-to-an-outl... Outlook without Office 365: Export Outlook items to a .pst file. At the top of your Outlook ribbon, choose File. Choose Open & Export > Import/Export. Choose Export to a file. Click Outlook Data File (.pst)> Next. Select the name of the email account to export, as shown in the picture below.


Resolve or delete duplicate contacts in Outlook - from Outlook Help

If you've imported contacts from multiple sources or inherited someone else's contact list, you might have duplicate contacts stored in Outlook. When you import new contacts from an external source like iCloud or Gmail, Outlook checks for duplicates and lets you choose whether to create a new contact record (a duplicate) or merge the duplicate contacts. Unfortunately, once you have duplicate contacts in your contact folders, there is no automated process to remove them. However, you can export all of your contacts to a file, then re-import them into Outlook and take advantage of the built-in duplicate checking features. If you only have a couple of duplicate contacts, you can sort your contact list and delete them manually.

How to Delete a large number of duplicate contacts by using export and import

If you have a large number of duplicate contacts, deleting the duplicates one by one can be tedious and time-consuming. The fastest way to delete a large number of duplicate contacts is to export them to a file, then import them into a new folder. To take advantage of the duplicate detection feature in Outlook's import process, use the following steps
  1. Click People.
  2. Right-click on your current Contacts folder and select New Folder.
  3. Give your new folder a name, for example Duplicates.
  4. Click back into your main Contacts folder.
  5. Press Ctrl+A to select all of your contacts.
  6. Either drag and drop your contacts into the Duplicates folder or use Ctrl+Shift+V to open the Move to Folder dialog and select your Duplicates folder.
  7. Your primary contacts folder should now be empty.
  8. Select File > Open & Export > Import/Export. - Note: In Outlook 2010, select File > Open > Export and skip to step 10.
  9. Select Export to a File.
  10. Select Comma Separated Values - CSV file (Windows).
  11. Select the Duplicates folder you created in Step 3.
  12. Save the file somewhere you'll be able to find it again.
  13. Click Finish.
  14. Open the CSV file in Excel, review the items, make edits and remove duplicates using  Excel tools as needed. Save the revised CSV file.

NEXT - Import your contacts back into Outlook

  1. Select File > Open & Export > Import/Export.
  2. Select Import from another program or file.
  3. Select Comma Separated Values (Windows).
  4. Browse to find the file you created in the procedure above.
  5. Select the option Do not import duplicate items.
  6. Choose your main Contacts folder as the destination folder. This is the folder that is currently empty.
  7. Select Finish - now the main Contacts should be in good shape with no duplicates.

What are some Outlook 365 & Outlook.com People Limits? - https://forums.slipstick.com/threads/95887-outlook-com-people-limits/

Jan 7, 2018 #2 Yes, they changed the limit a year or so ago when Outlook.com moved to Office 365 hosting. It's now on Exchange server and subject to Exchange limits. You can theoretically have an unlimited number of contacts, but practical limit is somewhere between 10,000 and 20,000 or so, only because the more you have, accessing the folder is slower. The limit is based on your patience. :)

Notes are basically unlimited - there probably is a limit, but it is huge, probably based on file size, not character count. Bigger = slower syncing, plus smartphone apps may have a limit to the number they can display.

Your mailbox quota will affect the total size of your mailbox, which can affect the # of contacts your mailbox supports - if you have an office 365 personal or home subscription, you'll have a 50 gb mailbox if you use an outook.com address. non-subscribers have 5GB.


What are GAL Contacts in Outlook? - (from Wikipedia)

The Global Address List (GAL) is an electronic shared address book which contains usually all people of given organization (company, school etc.). This address book is accessed over the computer network using LDAP protocol, CardDAV or some other electronic means. The GAL is usually read-only for users. Only administrators add or update the items. Users can search it, look up other people (employees, students, members etc.) and obtain information such as their e-mail address, phone number, work position, and office location.

How to Create Contact Groups on iPhone for Sending Group Emails & Messages - https://www.iphonelife.com/content/tip-day-how-create-groups-contacts - 7/2019

Send a group message on your iPhone, iPad, or iPod touch - https://support.apple.com/en-us/HT202724

Set up email using the iOS Mail app - ref Outlook for Office 365 Office 2019 Outlook for Office 365 for Mac Office 2019 for Mac More...

Can't sync calendar and contacts with my phone or tablet?
 https://support.office.com/en-us/article/can-t-sync-calendar-and-contacts-with-my-phone-or-tablet-8479d764-b9f5-4fff-ba88-edd7c265df9f#ID0EAACAAA=Windows_10


03/05/2024