Export to Outlook Contacts: Mapped Fields

The Export to Outlook-Contacts option is available on both the 'Use Record as Criteria for Action' and the 'Use Selected Records as Criteria for Action' icons found on the Search Criteria/Results grid on various views (listed below).

  1. The Export to Outlook-Contacts option is found on the Search Criteria/Results grid of the following views:

    • Customer Master (SU13)
    • Customer Master (SU13)- Quick Entry
    • Customer Master (SU13) - Export to Outlook
    • Lead Master – Complete Entry
    • Lead Master – Quick Entry
    • Lead Master – Export to Outlook
    • Customer Ship-To Addresses (SU14)

    The following table outlines the fields in iTopia that are used to update the Contacts in Outlook:

    Outlook Contact field iTopia Data field
    Company/File as Data entered in the Customer Name field.
    Web Page Address Data entered in the Web Address field.
    Business (Phone numbers section) Data entered in the Phone Number field.
    Address (Business option) Data entered in Address 1, City, Province, Postal/Zip Code and Country fields.
    Department Data entered in the Department Code field.
    Business Fax Data entered in the Fax field.

  2. The Customer Contact Accounts (SU20) also allows you to Export to Outlook-Contacts, but this view does not map the identical pieces of information to Outlook Contacts as the Customer Master, Lead Master and Customer Ship-Addresses views.

    The following table outlines the fields in the Customer Contact Accounts (SU20) view that are used to update the Contacts in Outlook:

    Outlook Contact field iTopia Data field
    Full Name Combination of data displayed in the First and Last Name fields.
    Company Data displayed in the Company Name field.
    Job Title Data displayed in the Job Title field.
    File As Last/First name is the default but several selections are available: for example: First/Last name, Company…etc. Data displayed in the Fist and Last Name and Company Name fields.
    E-mail Data displayed in the Mail To/E-mail Address field.
    Display As Combination of data displayed in the First/Last Name and Mail To/E-mail Address fields.
    Phone numbers/Business Data displayed in the Telephone Numbers field.
    Addresses/Business Data displayed in the Address Street, Address City, State/Province, Address Zip/Postal Code, Country fields.
    Department Data displayed in the Department field.

  3. The Contact Master (EC30) allows you to Export to Outlook-Contacts. The following table outlines the fields in the Contact Master (EC30) view that are used to update the Contacts in Outlook:

    Outlook Contact field iTopia Data field
    Full Name Combination of data displayed in the First and Last Name fields.
    Company Data displayed in the Company Name field.
    Job Title Data displayed in the Job Title field.
    File As Last/First name is the default but several selections are available: for example: First/Last name, Company…etc. Data displayed in the Fist and Last Name and Company Name fields.
    E-mail Data displayed in the Mail To/E-mail Address field.
    Display As Combination of data displayed in the First/Last Name and Mail To/E-mail Address fields.
    Web Page address Data displayed in the Web Address field.
    Phone numbers/Business Data displayed in the Telephone Numbers field.
    Phone numbers/Business Fax
    Data displayed in the Fax Number field.
    Addresses/Business Data displayed in the Address Street, Address City, State/Province, Address Zip/Postal Code, Country fields.
    Department Data displayed in the Department field.

 
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