Importing Clients from Mac
On a Mac, exported my address book contacts to vCard format and continue to an error that reads "Please select a valid CSV file". Is the system down or are there any special tricks to getting the vCard format to work? For reference, I am trying to export quite a few contacts (1000+ to be more specific).
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Inappropriate?Hey Dave
I'm taking a look at this right now. There shouldn't be any special tricks required at all -- it should just work.
That's a lot of contacts you have! :) -
Inappropriate?Thanks Olly, that's what I figured.
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Inappropriate?Hi Dave
I've found the problem and hopefully resolved it. You should now be able to upload.
One caveat: there is a confirmation screen which is displayed once you've uploaded the file, where you can select which clients to import. A slight oversight on our part is that there's currently no way to select all on this page, so selecting 1000 contacts will be more than a little frustrating. We'll look at getting this resolved ASAP.
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this answers the question
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Inappropriate?Well it did load my contacts but it seems that I may have choked the server. Got a 500 error when I tried selecting and loading some contacts.
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Inappropriate?Hi Dave
Sorry about this -- I can see what's going wrong internally but there isn't a quick fix I can make for this single import.
A fair workaround would be to export your clients in batches from Address Book and do it that way. You need only import those clients who are directly associated with work projects and invoices to get going in FreeAgent.
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this answers the question
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Inappropriate?Sounds good, I can handle that. I've got one more question for you but I'll start a new thread so it can be found more easily.
I’m happy
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