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Contact management > Synchronising AccountRight cards with Microsoft Outlook contacts > Exporting your AccountRight cards to your Outlook contacts
When you export your AccountRight cards to your Outlook contacts, your contacts are saved by default to group contact folders. For example, Customer contacts are saved to a folder called MYOB Customers.
If you use a Personal Digital Assistant (PDA) and want to synchronise your Outlook contacts and your PDA, your contacts must be saved to the Microsoft Outlook default Contacts folder. When you export your AccountRight cards to your Outlook contacts, you can select an option to save your contacts to the default contacts folder (see step 7).
Exporting your AccountRight cards to your Outlook contacts will change the details recorded in your Outlook contacts. Back up your Outlook contacts before synchronising. See your Microsoft Outlook documentation for instructions.
To export your AccountRight cards to your Outlook contacts
1
Go to the Card File command centre and click Cards List. The Cards List window appears.
2
Click Actions and choose Synchronise Cards. The Synchronise Cards window appears.
note : You can synchronise cards from any of the Cards List tabs (All Cards, Customer, Supplier, Employee and Personal)
The default card type selected varies according to the tab you are on when you click Sync Cards.
4
Click Synchronise Cards. The Outlook Sync - Import and Export Options window appears.
5
If you want to include inactive cards in your synchronisation, select the Allow the export of inactive AccountRight cards to Outlook option. For information about inactive cards, see Inactivating or reactivating a record.
6
Select a synchronisation rule from the Update Rules list. For more information, see Synchronisation update rules.
7
If you want to save your AccountRight cards to your Outlook contacts default folder (you need to do this to synchronise your Outlook contacts and your PDA), or if you want to export your AccountRight custom fields to your Outlook contacts, click Settings. The Outlook Sync - Settings window appears.
a
If you want to synchronise your Outlook contacts and your PDA, select the Import and export all AccountRight cards to the default contacts folder option. All contacts are then saved to your default Outlook contacts folder.
b
If you want to export your AccountRight custom fields to your Outlook contacts, select a matching Outlook contact field for Custom Field 1, Custom Field 2 and Custom Field 3.
c
Click OK. The Outlook Sync - Import and Export Options window reappears.
8
Click Export. A Microsoft warning appears.
a
Select the Allow access for option.
b
Select a period from 1 minute to 10 minutes.
c
Click Yes.
10
If you selected the Update existing contacts rule or the Do not update existing contacts rule, the Outlook Sync - Export Summary window appears. Go to step 11.
If you selected the Ask me to confirm updates rule, the Outlook Sync - Confirm Update to Outlook Contact window appears.
Specify how you want to deal with each update. When you have confirmed all updates the Outlook Sync - Export Summary window appears.
Added new contacts
Updated duplicate contacts
The number of Outlook contacts updated to match the details in your AccountRight cards. Note that if you selected the Do not update existing contacts rule, updated duplicate contacts will always be 0.
The number of cards you skipped (if you selected the Ask me to confirm updates rule) or the number of duplicate contacts (if you selected the Do not update existing contacts rule). Duplicate contacts have not been updated to match your AccountRight cards.
Note that if you selected the Update existing contacts rule, rejected cards will always be 0.
If you want to view a list of the records updated and the problems encountered during the import, refer to the OutlookImport.html file. This file—readable by any Internet browser—can be found in the OutlookSync folder, which is located in your AccountRight software’s program folder.

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