Tamago-DB has the functionality to import CSV files exported directly from outlook.  


Encoding


Tamago-DB supports the following encoding UTF-8, Shift-JIS, EUC-JP, ISO-8859-1, and ASCII.  Tamago-DB recommends UTF-8 for multi-language support.  


How to import a CSV


Users can import from a CSV from a contact grid or from as shortlist.  To import go to a contact grid or shortlist and click on the "Import" button.  



Once you select "Import" button the following popup window will be displayed:



Input details for all the following:


File:         Choose the CSV file you would like to import

Owner:     Choose the owner you want all the records to be associated with.  Leaving blank will keep the owner field blank in the records.

Shortlist:  Allows you to choose a shortlist to add the records or create a new shortlist

Create Company Records: Tamago-DB can add new companies to the database if the name of the company does not exist in the system

Test Import:  Users can test the import prior to actually importing the data, to make sure there are no errors or mistakes in the data

Duplicate handling Strategy: Allow duplicates, Ignore duplicates, or Merge duplicates

Duplicate matching strategy: Tamago-DB can search for duplicates by email, phone, name, and company


Fields


The CSV file exported from Outlook has many columns.  Tamago-DB will support the following fields for data import:

    

**Only First name and Last Name are mandatory input items

    Title

    First Name

    Given Yomi

    Middle Name

    Last Name

    Surname Yomi

    Gender

    Company

    Department

    Job Title

    Business Street

    Business Street 2

    Business City

    Business State

    Business Postal Code

    Business Country/Region

    Office Location

    Home Street

    Home Street 2

    Home City

    Home State

    Home Postal Code

    Home Country/Region

    Home Fax

    Home Phone

    Home Phone 2

    Mobile Phone

    Other Fax

    Other Phone

    Primary Phone

    Company Main Phone

    E-mail Address

    E-mail Type

    E-mail 2 Address

    E-mail 2 Type

    E-mail 3 Address

    E-mail 3 Type

    Categories

    Referred By

    Web Page

    Notes

    Birthday

 

Important


  • The first line in the excel is the column definition
  • Any fields other than the above will be ignored while importing
  • First Name and Last Name are the only required fields
  • Fields can be read regardless of order
  • It is possible to define tags in the field "categories".  For example, tag1,tag2,tag3, etc. See Tags as extra field below.


Extra Fields


Tamago-DB does support extra fields that are not standard with Outlook CSV.  Please use them if necessary.


Name
This column is optional. (It does not matter if it is not necessary)
This field contains the full name separated by commas or delimited by a space.
If you divide it by a comma, it will be "Yamada, Taro", but if you divide it by space it will be "Taro Yamada".
If Last Name or First Name contains data, this field is ignored.

Age
This column is optional. (It does not matter if it is not necessary)
Enter the age as a number.

Source
This column is optional. (It does not matter if it is not necessary)
Display candidate's source information.
If this column does not exist or if there is any space, the candidate's information source will be displayed as Import.


Sourced By

This column is optional. (It does not matter if it is not necessary)
Display candidate's sourced by information.


LinkedIn
This column is optional. (It does not matter if it is not necessary)
This column contains the URL the candidate used in LinkedIn.

Facebook
This column is optional. (It does not matter if it is not necessary)
This column will contain the URL of the candidate used on Facebook.

Twitter
This column is optional. (It does not matter if it is not necessary)
This column will contain the URL the candidate used on Twitter.


Tags


As mentioned above, Tags can be imported by populating the field "categories"on the CSV template. To specify which tag group to add the to the record,  use the following naming method with categories: Categories [jobcategory]

The name for the tag group within the brackets is based on the key name for that tag group. Please confirm with your administrator about the key names for your organizations' tag groups.