CounterPath Bria Professional 2.5 Windows User Guide - Manual (Page 42)

CounterPath Corporation
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Importing Contacts
You can populate the Bria Professional contact list by importing from an external file or files. Your system
administrator may have placed a file on a server for you to import. You can also import your own file or files, as
many as required. The new contacts will be added to the existing contacts.
You can import a contact 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 contact list (a *.pst file).
• A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an e-mail.
1. From the main menu, click the Contacts menu and choose Import Contacts. The Import Contacts wizard
starts.
2. As soon as you click Finish on the wizard, the Contacts tab in Bria Professional 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 viewing the contact’s Profile and
clicking the Advanced button. See “Contact Profile — Advanced Dialog” on page 37 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 Bria Professional 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 64.
3. Save the file as *.csv.
External Storage of the Contact List
Each time Bria Professional is started, the contact list is retrieved from the external storage. Each time a contact
is added to the contact list, it is immediately copied to external storage.
The list is always stored on the local computer. In addition, if you have access to a remote storage server, you
can configure Bria Professional so that the contact list is also stored remotely using XCap or WebDAV.