CounterPath eyeBeam 1.5 User Guide for Windows - Manual (Page 24)

CounterPath eyeBeam 1.5 for Windows
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Importing Contacts
You can import a contacts list from:
• A comma-separated file. Use this method to import from a Microsoft® Excel ® file. You will first have to set
up the file; see below.
• A Microsoft® Outlook® or Microsoft® Exchange contacts list (a *.pst file).
• A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an email.
The new contacts will be added to the existing contacts.
1. Click the Contacts menu and choose Import. The Import Contacts wizard starts.
2. As soon as you click Finish on the wizard, the Contacts tab in eyeBeam is updated to show the imported
entries. Note that none of the entries are set up with availability turned on; in order to view availability of
contacts, you must modify the appropriate entries by changing the Show this contact’s Availability
checkbox. See above for details.
Setting up an Excel File for Import
1. Remove any introductory text or headings from the top of the file. (You can keep text at the end of the file; it
will be ignored during the import.)
2. Insert a blank row as the first row, then insert the headings that eyeBeam will use to interpret the meaning of
each column. The columns can be in any order. The most popular headings are:
• display-name
• entry_id
• given_name
• surname
• postal_address.
For a complete list of headings, see “Contact List Headings” on page 63.
3. Save the file as *.csv.
Exporting Contacts
You can export a contacts list to a comma-separated file, a pst file or a vcf file.
1. Click the Contacts menu and choose Export. The Export Contacts wizard starts.
2. When you click Next, the export starts. The result is:
• For an Outlook export, the existing .pst file is updated to include the entries from the eyeBeam contacts
list. If Outlook is open, the entries immediately appear in the Contacts list.
All information in the eyeBeam contacts list is exported to Microsoft Outlook. Only information that can
be displayed in Outlook actually appears in the Outlook Contacts window. Typically this means that all
SIP addresses are exported (and stored in custom fields) but not displayed in Outlook.
• For other formats, a new file of the specified type is created.
Using Remote Storage
A contacts list can be stored remotely for retrieval using XCap or WebDAV. The contacts list must be formatted
for the chosen protocol. Specify the remote location on the Accounts Storage tab; see “Account Properties –
Storage” on page 50.
Each time eyeBeam is started, the contacts list is retrieved from the remote storage. Each time a contact is added
to the contacts list, it is immediately copied to remote storage.