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Salsa Migration

Notes, instructions, and downloads related to the great WISDOM Salsa migration Spring-Summer-Fall 2011

High-level outline of the process

  1. Export your existing contact information into an Excel spreadsheet if it is not already in Excel.
    1. Instructions for exporting from Gmail to Excel are available in an attachment below for download.
    2. Information from Microsoft for exporting from Outlook to Excel are provided in this support article. (The process is tricky - you will have to read and follow directions carefully, and it may take several attempts before you are successful.)
  2. Review and edit your exported data in the light of the attached article below titled "Preparing your data for import" to be sure your data are current, correct, and complete.
  3. Transfer your data into a Salsa-compatible spreadsheet as follows:
    1. Download the Excel template file linked below under "Excel data import spreadsheet template."
    2. Copy your data into this Excel template; save your data.
  4. Attach the Excel template with your saved data in an email to Stephanie Gyldenvand (original sender of email, address not included here to avoid spam mail)
AttachmentSize
Preparing your data for import1.83 KB
How to export contacts from Gmail2.09 KB
Excel data import spreadsheet template76.5 KB
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