Online Help

Uploading the Contacts File and Importing the Data into Your Address Book

After preparing your contact upload file, you can upload the contact information and display in the Convio Address Book.

Step 1: Display the Address Book

Click Address Book from the top of the page (or, click the Address Book link at the bottom of the page).

Tip: If you are not on the Participant Center home page, log in to the site, click the link that displays the Greeting page of this fundraising event and then click the Participant Center link.

Step 2: Display the Import Contacts Page

Click the Import Contacts button.

Step 3: Choose the File Format of the Contacts Export File to Be Uploaded

If your contacts file was:

  • Created by exporting an Address Book from:
    • Microsoft Outlook 2000 or earlier, leave Microsoft Outlook (.csv file) selected in the drop-down list.
    • Microsoft Outlook Version 2003 or Outlook Express, click Generic CSV (.csv file) from the drop-down list.
    • Yahoo! Mail, click Yahoo CSV (.csv file) from the drop-down list.
    • AOL 6.0, click AOL 6.0 (.prn file) from the drop-down list.
  • Built by you, click Generic CSV (.csv file) from the drop-down list.

Step 4: Specify the Name of the File to Be Uploaded

  1. Click the Browse button. The Choose/Open File window opens.
  2. Navigate to the .csv file that you prepared in Step 1 and click it.
  3. Click the Open button. This window closes and the file name displays in the field.

Step 5: Upload the File

Click the Upload Now button. After a short interval, the Address Book opens again with the number of new contacts successfully added to your Address Book message displayed across the top of the page and your contacts showing.