Instruction Manual

5-1
Chapter 5 Sync, Import, Export
5.1 Import
Chapter 5 Sync, Import, Export
WorldCard supports many import sources, such as Microsoft Outlook, ACT!, Lotus
Notes, Salesforce, WorldCard Data Exchange File(*.wcxf), WorldCard v6 File(*.wcf),
card image le, DBank Space, Dropbox Space, CSV File (*.csv) and vCard File (*.vcf).
You can import these les and manage contacts in WorldCard.
Notes:
1. Before import, set the required information rst, like account, password, directory, lter dupli-
cated contacts or some related settings. Please refer to 7.1.3, Sync, Import, Export.
2. Some softwares may not work because WorldCard doesn’t support its version, for example:
WorldCard only supports ACT! 2011~2014(v16), Salesforce of the Enterprise / Unlimited ver-
sion.
Execute [Management]/[Import] or on the regular bar and select one of the fol-
lowing import sources:
●
Microsoft Outlook/Lotus Notes
Select Microsoft Outlook/Lotus Notes and click [Next]. Select the import source,
then it will begin the import process. You can nd the imported contacts in the groups, [All
Contacts] or [Unled].
●
ACT!/Salesforce
Select ACT!/Salesforce and click [Next]. Specify the database path, and log in to the
account to import contacts. You can nd the imported contacts in the groups, [All Con-
tacts] or [Unled].
Note: Salesforce supports the third-party software accessing the data on the server only in Enter-
prise and Unlimited version.
●
WorldCard Data Exchange File(*.wcxf)/ WorldCard v6(*.wcf)
WorldCard Data Exchange File helps you to manage contacts in different platforms
of our products. It’s the best choice for the product that doesn’t support Google sync
function.
Select WorldCard Data Exchange File/ WorldCard v6 and choose the import le. Af-
ter import, you can nd the imported contacts in the groups, [All Contacts] or [Unled].