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Importing Address Book Contact Data

Customer contact data can be imported into the FootPrints Address Book from a flat text file.  This allows you to start using FootPrints with existing contact data from another database.  Internal users can look up customers in the FootPrints Address Book when logging an Issue.  Customers need only enter an email address or other primary key and FootPrints completes the rest of the contact data. The data must first be exported from the existing contact database and formatted as described below.  The import can be done by the Workspace or System Administrator, either on the Workspace Administration page under Address Book | Administration | Load Data, or under Administration in the Address Book itself. 

Note

FootPrints also supports the importing of Issue data.  This Issue data must be loaded separately from Address Book data.  It is recommended that Address Book data be imported first.  Instructions on importing Issue data and how to link those Issues to imported Address Book contacts can be found in the chapter on System Administration.

Topics in the section:

• Create the Data File
• Load External Data into the Address Book
• Update Address Book Records from a Data File
• Optional Features for Address Book Imports

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