Import guest details from Outlook

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Import guest details from Outlook

If you already have guest information in Microsoft Outlook™ you can import it, rather than re-typing it.

Note The user interface of Outlook may differ between different versions.

Method 1: Drag and drop

1.Start Microsoft Outlook (we can accept no liability for you installing or using third party software).

2.Select Tools>Address book to display the Outlook Address Book window.

3.Select one or more guests in the Address Book window.

4.Drag the guests to the PerfectTablePlan unknown_adult_16Guests pane or couple_16Groups pane.

Note You can easily rearrange guests into groups afterwards by dragging guests between groups in the PerfectTablePlan couple_16Groups pane.

Method 2: Import CSV file

1.Start Microsoft Outlook (we can accept no liability for you installing or using third party software).

2.Select File>Import and Export. The Import and Export Wizard window will appear.

3.Select Export to a file and click the Next button.

4.Select Comma separated values (Windows) and click the Next button.

5.Select Contacts and click the Next button.

6.Choose a name and location for the exported file e.g. outlook.csv and click the Next button.

7.Click Finish.

8.Start PerfectTablePlan.

9.Select File>import_16Import, select text/CSV file and click OK. An Open window will appear.

10. Navigate to the Outlook export file and click the Open button. The import_16Import Data window will appear

11. In the table select First name(s) in the drop-down for the column with the first name and Last name(s) in the drop-down for the column with the last name. You can also choose other guest properties as appropriate.

import_outlook_w

12. Edit the text in the preview as appropriate.

13. Click the OK button. The guests will now be added to the plan.

If you wish to import guests as couples, families and/or groups you need to:

1.Have a groups column in your spreadsheet.

2.Use the same name in the group column for each person in the couple, family or group.

3.Make this column the Group field during import.

import_3_w

These guests will then be placed in the same group with the proximity you have selected in the Proximity for guests in same group drop-down list. You can easily change the proximity by right-clicking on the group and selecting the appropriate proximity later.

For more information see import_16Import Data window and Microsoft Outlook™ documentation. See also:

Importing

Example import formats

Import guests tutorial