| To import data into
Microsoft Word 2002 or xp
Importing instructions -
mail merge for labels |
| 1.) |
Open Microsoft
Word. |
| 2.) |
Click on the
Tools in the main menu at top left. |
| 3.) |
Select
Letters and Mailings, and then Mail Merge Wizard.
|
| 4.) |
Select the
Labels button under Select document type.
|
| 5.) |
Click on the
Next: Starting document link at the bottom of the
Mail Merge helper below Step 1 of 6.
|
| 6.) |
Click on the
Label options. link under Change document
layout and select the appropriate label from the
Label Options window, then click OK.
|
| 7.) |
Click on the
Next: Select recipients link at the bottom of the
Mail Merge helper below Step 2 of 6.
|
| 8.) |
Click on the
Browse. link under Use an existing list.
|
| 9.) |
The
Select Data Source window will appear. Click on the
Look in: dropdown menu and select the location of
your list data file. |
| 10.) |
Once you have
located your list data file, highlight this file and click on the
Open button in the Select Data Source
window. |
| 11.) |
The Mail
Merge Recipients window will appear with a preview of
your list. |
| 12.) |
Click the
OK button on the Mail Merge Recipients
window. |
| 13.) |
Click on the
Next: Arrange your labels link at the bottom of
the Mail Merge helper below Step 3 of 6.
|
| 14.) |
Make sure that
the cursor is in the text area of the first label on the sheet and
click on the More items. link under
Arrange your labels. |
| 15.) |
The
Insert Merge Field window will appear. Ensure that the
button next to Database Fields is selected.
|
| 16.) |
Select the
appropriate data elements from the Insert Merge Field
window, such as Company_Name, and then click on the Insert
button then click the Close button. |
| 17.) |
Insert the
appropriate spacing and punctuation after inserting each data
element (e.g. Company Name, Address, City, State, Zip).
|
| 18.) |
Repeat this
process until all of the address information is correctly laid out
on your label (e.g. click on the More items. link
under Arrange your labels, select the appropriate
data elements from the Insert Merge Field window,
[such as Company_Name,] click on the Insert
button and then click the Close button).
|
| 19.) |
Click on
Update all labels under the Replicate labels
section. |
| 20.) |
Click on the
Next: Preview your labels link at the bottom of
the Mail Merge helper below Step 4 of 6.
|
| 21.) |
Your labels
should now appear laid out properly with the address information
from your list. |
| 22.) |
Click on the
Next: Complete the merge link at the bottom of
the Mail Merge helper below Step 5 of 6.
|
| 23.) |
Click on
Print. or Edit Individual Records.from
this step (Step 6 of 6). (Clicking Print
from the top toolbar will not print all labels. Clicking
Edit Individual Records... will open a new document of
all the labels, save this to print from at a later time.)
|
| 24.) |
Save the
document to avoid repeating the importing steps every time you
need your list. |
IMPORTING INTO MICROSOFT WORKS
|
1.) |
Start Microsoft Works. |
|
2.) |
Click on Tasks in the main menu
at top left and select Letters & Labels.
|
|
3.) |
Click on Mail Merge Documents,
and then click Start this Task.
|
|
4.) |
Select the Mailing labels option
and click OK. |
|
5.) |
Select the size of labels by clicking the
appropriate product number, and then click on
New Document.
An Open Data Source box will
appear. |
|
6.) |
Click on the folder icon that precedes
Merge information from another type of file.
|
|
7.) |
In the Look in: dropdown menu and
select the location of your list data file.
|
|
8.) |
Locate your file and double click it. Hint: if you
do not see your file in the Files of Type:
box, select All Files.
|
|
9.) |
Click on Yes when asked "Do you
want to use the entries in the first row of data
as field names?" |
|
10.) |
Select Comma (,) from the
Select Separator Character box and click
OK. |
|
11.) |
Select OK when asked to set up
your merge document. |
|
12.) |
A Mail Merge window will appear.
Click Setup in the first step.
|
|
13.) |
In the Envelope Options menu,
choose your label type and click OK.
|
|
14.) |
In the Mail Merge Wizard window,
select Edit in the first step and
click on the file that drops down. |
|
15.) |
You will now see your document display with a
grid. This is your label setup. Place your cursor
on the top, left-hand rectangle and click once.
Your cursor should now be blinking in that
rectangle. |
|
16.) |
Click on the Insert Merge Fields
button on the third toolbar from the top. Position
your cursor over it without clicking to display
"Insert Merge Fields." (If you do not see the
toolbar, click on View, then
Toolbars, and then Mail
Merge.) |
|
17.) |
An "Insert Merge Field" window will appear. Ensure
Database Fields is selected at
the top of the window. |
|
18.) |
Click once on the field you want to insert first,
and then click Insert. Repeat
this process until you have added all desired
fields, then click Close.
|
|
19.) |
Once all fields are inserted and your label is
setup in the desired format, click on
Propagate Labels to fill all of the
labels on the page with the merge fields.
(Propagate Labels is the ninth button from the
left on the tool bar.) |
|
20.) |
Click the Merge to New Document
button in the tool bar, the forth button from the
right. |
|
21.) |
Select All in the popup window
and then OK. |
|
22.) |
To print your labels, click File
in the main menu at top left then Print
and choose your print settings. Click OK
to print. |
|
|
|
|
|
Importing Into
MICROSOFT WORD 95-2000
| Importing instructions
- mail merge
for labels |
|
1.) |
Open a blank new document in
Word. |
|
2.) |
Click on Tools
in the main menu at top left and select Mail
Merge. |
|
3.) |
Click on Create,
then choose Mailing Labels.
|
|
4.) |
In the pop-up menu, select
Active Window. |
|
5.) |
Click on Get Data,
then choose Open Data Source.
|
|
6.) |
In the Look in:
dropdown menu and select the location of your list
data file. (If you do not see your file, select All
Files in the Files of Type: box.)
|
|
7.) |
Locate your file and double click
on it. |
|
8.) |
At the Confirm Data
Source window, select Text Files.
(If you do not see the Confirm Data Source
window, skip to Step 11.) |
|
9.) |
Click OK.
|
|
10.) |
If necessary, in the second
window, select Plain Text. (Not all
programs will ask a second time.) |
|
11.) |
Choose the Set Up Main
Document button. |
|
12.) |
Select the address label type
under Product Number on the
Label Options screen. |
|
13.) |
Click OK. A
Create Labels window will appear.
|
|
14.) |
Click on Insert Merge
Field, then click on Contact_Name
press the Enter key. |
|
15.) |
Click on Insert Merge
Field, then click on Company_Name,
press the Enter key. |
|
16.) |
Click on Insert Merge
Field, then click on Address,
press the Enter key. |
|
17.) |
Click on Insert Merge
Field, then click on Address2,
press the Enter key. |
|
18.) |
Click on Insert Merge
Field, then click on City,
type a comma and a space. |
|
19.) |
Click on Insert Merge
Field, then click on State,
press the spacebar twice. |
|
20.) |
Click on Insert Merge
Field, then click on Zip,
press the Enter key. |
|
21.) |
Click OK.
|
|
22.) |
Click the Merge
button in step 3. |
|
23.) |
Click Merge
again. |
|
24.) |
Once the records are done
importing, click on File in the main
menu at top left and select Save As. |
|
|
|
| To import data into Microsoft
Outlook |
| 1.) |
Click on
File from the main menu at top left and New.
Select Folder. |
| 2.) |
Give the new
folder a name. |
| 3.) |
Select
Contact Items from the Folder Contains
dropdown menu. |
| 4.) |
Choose
Contacts from the list of areas in the Select
where to place the folder: box and click OK. |
| 5.) |
Click on
File and choose Import and Export. to
open the Import and Export Wizard. |
| 6.) |
Select
Import from another program or file and click
Next. |
| 7.) |
In the
Import a File: box select Comma Separated Values (Windows) and
click Next. |
| 8.) |
Click on
Browse... to select your file. |
| 9.) |
In the
Look In: dropdown, find the directory which contains the
data file. |
| 10.) |
In the
Files of Type: box, choose Comma Separated Values (Windows).
|
| 11.) |
Locate your file
and double click it. |
| 12.) |
In the box under
Options, select whether or not you want
duplicates and click Next. |
| 13.) |
Highlight the
folder that you just created and click Next.
|
| 14.) |
In the next
window, click on the box that appears under The following
actions will be performed: This will place a check mark
in the box. |
| 15.) |
Click on File
and choose Import and Export. to open the Import and Export
Wizard. |
| 16.) |
Now click on
Map Custom Fields... |
| 17.) |
The
From: box will contain the fields in your import file.
(If your file has a header record, put a check mark in the box
that says First record contains field names.) |
| 18.) |
Click on each
field from the file to be imported and drag it to the
corresponding field in Microsoft Outlook. (If the field in outlook
has a + next to it, you can click the + and it will bring down the
rest of the fields in that category.) |
| |
|
| 19.) |
When you are
done mapping the fields, click OK |
| 20.) |
Click
Finish to being importing the records into the folder you
created in Steps 1-4. |
|
|
| To import data into ACT! |
| Act! will import data
from text files with the extensions *.csv and *.txt.
|
| Importing
instructions |
|
1.) |
Open the Act! database in which you want to import data.
|
|
2.) |
From the File menu, Click Import, to open the Import Wizard.
|
|
3.) |
Click Next. |
|
4.) |
On the Specify Source screen, select the type of program or
file you want to import from and then click Browse to find the
source file. (Be sure to choose the correct file type at the
bottom of the dialogue box.) |
|
5.) |
Follow the instructions on the screens, clicking Next to
advance. If your file is a *.csv file, select the Comma
delimiter. |
|
6.) |
Click Finish. |
|
| The importing records progress
indicator appears. If you selected the option to confirm each
match on the Specify Merge Options screen, and if duplicate
records are found, you can decide to create a new record,
merge the record, or skip the import of the record.
|
| Using Predefined Map files
for Contacts |
| Act! provides predefined map files
for contacts which let you easily import data from selected
programs. If no map is available for the program you are
importing from, or the map does not meet your needs, you can
create a custom map. For example, you may want to map a
contact's name in Outlook to a custom field in ACT! Called
"Stockholder." |
| You can also map data to multiple
fields. For example, you can map a contact's first name to the
"First Name" and "Salutation" fields. |
|
Disclaimer:
These instructions are provided to customers for reference
purposes only. Although we cannot infringe upon other
third-party software companies by providing specific
instructions for their respective applications. Based in this
information, we may ask you to contact the manufacturer's
technical support department for further guidance on issues
beyond our qualifications. |
|
|
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