Chapter 5: FaxFinder Client Software Operation

Importing CSV Files into FaxFinder Address Book with a Customized Template

CSV contact lists can be created in many applications (MS Outlook, MS Excel, Notepad, etc.). In general, those contact lists may contain information that does not fit directly into the format of the FaxFinder’s New Contact screen.

Suppose a useful CSV file exists but its contents (data fields) are not in the same order as data in the New Contact screen. Or suppose that useful CSV file contains extra information beyond the fields of the New Contact screen. In such cases, you will have to create a template file (with file extension .yml) that properly maps the useful information from that CSV file into the format of the New Contact screen.

1. Consider a CSV file that has been exported from MS Excel.

Compare the field structure of this file to that of the New Contact screen of the FaxFinder client Address Book.

Because this CSV file contains extra fields (like “Position” and “Cell Phone”) that are not in the FaxFinder Address Book New Contact screen, a new template will need to be created to map its information into the FaxFinder Address Book.

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FaxFinder Admin User Guide

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Multi-Tech Systems FF820, FF420, FF120, FF220 manual FaxFinder Client Software Operation