This feature allows contacts to be imported into the OfficeClip Contact Manager from a CSV file.
Click> > .
Click the comma separatedfile in link to import a CSV file.
In the next screen, clickto find the file to upload, then click or click to exit.
Select the fields in the imported CSV file that will be mapped to the OfficeClip fields. This ensures that fields in the CSV file are correctly matched to the OfficeClip fields.
Click. The contact import results will be displayed on the next screen.
While importing contact using CSV file, you can also specify what actions to take if the file being imported has a contact that is already present in OfficeClip. The valid actions are Skip, Merge and Delete.
The Export feature allows contacts (or filtered contacts) to be exported into the comma-separated values (CSV) format.
Click> > > .
To export contacts informat, click the link. Select the appropriate tab.
Export all contacts or exports filtered contacts.
Select which fields from the OfficeClip database you want to have in the CSV file. You can move them up and down with the icons. These fields will appear as the first row in the CSV file after being exported.
Clickwhen finished mapping or click to exit without taking any action. Depending on your browser settings, you can either see the excel worksheet on your screen or you will be presented with an or pop-up dialog box.
To Export filtered contacts to a CSV file, click the link.
From the next screen, select the filter from the drop-down list and clickDepending on your browser settings, you can either see the excel worksheet on your screen or you will be presented with an or pop-up dialog box.
Click> > > .
OfficeClip Contacts and Calendar entries can be synchronized with Google Contacts and Calendar. Click on theicon to enter your Google email address and password. Next select the folders with which you want to synchronize.
Synchronizing with the Google default contact folder and default calendar is not advised. This recommendation is meant to keep OfficeClip information separated from other personal information in Google.
OfficeClip allows one-way and bidirectional synchronization. One-way synchronization allows one system (either OfficeClip or Google) to be the master and the other system to act as slave. Any changes in the master system update in the slave but not vice versa.
The synchronization policy determines when the same record is changed in both Google and OfficeClip, and which one will be given priority. You can either choose if Google overwrites OfficeClip or OfficeClip overwrites Google.
Also when an item is deleted in one system, you can decide whether the same item will be deleted in the other system.
You may want to keep the deleted item option unchecked to protect each system from inadvertent deletion of information. For example, removing contacts from your Google account should not remove shared contacts from OfficeClip.
This allows automatic synchronization in the background. Clicking on the buttonresets the entire synchronization table. This means that the next time the synchronization is attempted, the algorithm will examine each record and attempt to determine which record in one system matches with the record in other system (comparing the values of the fields).
Reset Data should be used sparingly. Use it if you think that the synchronization is failing repeatedly. If it happens too often, contact your support personnel.
Clicking on thebutton executes an instant synchronization.
OfficeClip contacts can also be synchronized with Microsoft Outlook ®.
To synchronize with
will need to install the
add-in available from the OfficeClip website. The
Outlook add-in works in the same way as the
Google sync. Refer to the Outlook
Add-in help file for details.