Transferring Data from Outlook to ELM:

 

· To transfer your data from Outlook (or any other database) to ELM, there is a three step process:

1. Export you data to Excel

2. “Match” your Excel fields to those in ELM (including cell formatting)

3. Copy/Paste your data into ELM

 

· Step-by-step instructions for data transfers can be by downloading this file (right click to save):

 

Exporting Data From Outlook to ELM

 

· You will also need the following Excel template to transfer data:

 

ELM Excel Import Template

 

 

Used with the ELM Excel Template, the procedures describe in the Exporting Data From Outlook file can be used to transfer data for almost any program to ELM.

 

 

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