Multi-Tech Systems FAX FINDER FF220 - Manual (Page 117)

Chapter 5: FaxFinder Client Software Operation
Multi-Tech Systems, Inc. FaxFinder Admin User Guide 117
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.