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Import or Export a Contact (zipForm Edition)

Export

Step 1:
Click on the Contacts tab.

Step 2:
In Contacts, click on the Export button.

Choose the Contacts that you would like to Export. A Green check mark will appear to indicate your selection. When finished, click Export.

Step 3:
After clicking Export, you will be presented with two formatting options: CSV or VCard.

CSV: A CSV is a comma separated values file, which allows data to be saved in a table structured format. CSVs look like a garden-variety spreadsheet but with a .csv extension.

vCard: vCard is a file format standard for electronic business cards. vCards are often attached to e-mail messages, but can be exchanged in other ways, such as on the World Wide Web or instant messaging.

Choose your format and click Export. Your contacts will then be downloaded to your computer in the format you have chosen.

Import

Step 1:
Click on the Contacts tab.

Step 2:
In Contacts, click on the Import button.

You will then be presented with an explorer window. Click on the Import Provider Type. You are able to Import CSV and VCard file types, as well as contacts from Top Producer, Google, MS Live, Office 365 and Yahoo.

**Please Note:
To successfully Import your Contacts from a .CSV file, your contacts will need to match our CSV layout.

Step 3:
After clicking Open, you will see your Contacts appear in zipForm® Plus.

You will also see a message stating Contacts has been updated.

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