Importar contactos desde su aplicación de correo electrónico
Importing a vCard file allows you to import contacts from email applications, but you won’t be able to customize anything.
To do so, you first need to export your contact list to your desktop as a vCard file. Once you complete this step, you’re ready to import. If you have custom fields in your contacts, they are replicated on TaxDome.
Info
If you are looking for a way to transfer your contacts to TAxDome in bulk, importing a CSV file is a preferred option. You can add contacts along with accounts and they will be linked automatically. Or you can skip importing accounts to add contacts only. .Step 1. Exporting a contact list from an email application
Contact-exporting options are available from all email applications.
Exporting a contact list from Apple mail
En la aplicación Contactos de tu Mac, ve a Archivo , Exportar y selecciona Exportar vCard . También puedes elegir Editar y luego Seleccionar todo para seleccionar todas las tarjetas que se exportarán. Los contactos se exportarán como un archivo vCard (.vcf) a tu Mac. computador .
Exporting a contact list from Gmail
Go to Gmail, click on the Google apps icon in the upper right-hand corner, then click Contacts. In Google Contacts , click Export in the top right corner, select vCard for Android and iOS in the pop-up, then click Export. The contacts are then exported as a vCard file (.vcf) onto your desktop.
Exporting a contact list from Outlook
Outlook no admite el formato vCard, que es el que necesitas para importar tus contactos a TaxDome.
Sin embargo, sigue esta solución para conseguir que tu lista de contactos de Outlook tenga el formato correcto:
- Export your contacts to a CSV file: Go to File, then to Open & Export and select Import/Export. Choose the Export to a file option from the list, select Comma Separated Values, then follow the wizard to download a .csv file to your desktop.
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Open your CSV file in Excel to make sure that contacts have standard field names, such as Name and Email Address. Rename them if needed.
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Import your CSV file to Gmail: Go to Gmail, click on the Google apps icon in the upper right-hand corner, then click Contacts. Once you are in your Google Contacts , click Import in the left sidebar menu, locate the .csv file on your desktop, then click Import. The contacts will then be imported to Gmail with a data label.
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Export your contacts from Gmail to a .vcf file: Click Export in the left sidebar of your Google Contacts , select your recently imported contacts, choose the Export as vCard option, then click Export. You will now have a vCard file (.vcf) of your Outlook contacts on your desktop.
Step 2. Importing a contact list to TaxDome
Once you’ve exported your contact list from your email application in vCard format (.vcf) to your desktop, you’re ready to start importing it to TaxDome. To do so:
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Go to the Contacts tab in the Clients section
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Click the three-dot menu, then select Import vCard.
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Locate the .vcf file on your desktop, then select it.
If you have a lot of contacts, the import process may take a while. When you’re done, you’ll get a notification with the import results.
Los contactos se omiten si TaxDome no puede interpretar los datos de uno de los campos.
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