Using the Plaxo Address Book Widget to Import Contacts Online into Your Address Book

Plaxo, Inc. keeps people connected by solving the common and frustrating problem of out-of-date contact information. Founded in July 2001, Plaxo provides a free service that securely updates and maintains the information in your various address books, while maintaining a centralized address book. In essence, your Plaxo address book can feed updated contact information to your other address books, and it can receive updates from your external address books.

Although you are not required to have a Plaxo account to use this tool, you can create your Plaxo account first (at www. Plaxo. com) and then use the steps below to access all the information at one time, instead of connecting to each of your email address books.

Note that the Plaxo Address Book Access Widget will not automatically update your personal Convio Address Book (as the standard Plaxo service does) when contacts modify their personal information. You may need to update your personal Convio Address Book with this process from time to time to get the most current information.

If you:

• Have a Plaxo account, refer to Building Your Personal Convio Address Book from Your Plaxo Account Information
• Do not have a Plaxo account and use, as your email provider:
   
  • MSN Hotmail, GMail, Yahoo!, AOL, Microsoft Outlook and Outlook Express, refer to Building Your Personal Convio Address Book Using the Address Book Email Account Widget
     
  • Entourage, Lotus Notes, Netscape, Palm, or vCard, refer to Building Your Personal Convio Address Book By Importing a Contact File with the Address Book Email Account Widget

Note: If you use the Entourage, Lotus Notes, Netscape, Palm, or vCard email applications, you must first the prepare a contact file from that application and save it to your hard drive on your computer. (These email applications provide directions for exporting the contact information.)

Building Your Personal Convio Address Book from Your Plaxo Account Information

You can import all contact information from all Address Books using the Plaxo Address Book Widget if you have a Plaxo account.

To import contacts using the Plaxo Address Book Widget:

Step 1: Display Your Address Book

Click Address Book from the top of the Participant Center home 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: Access the Online Import Tool

1. Click the Online Imports button. The Convio Plaxo page opens.
2. Click the ADD FROM MY ADDRESS BOOK button. The Where do you keep your contacts Plaxo pop-up opens.
3. Click the Plaxo radio button and log in to Plaxo. The Select Contacts page displays.

Step 3: Select the Contacts to Import

1. Click the Check All link (at the bottom of the pop-up) to highlight all contacts.
   
   Notes: If folders display for each of the email applications you use, you can open each folder and select individual contacts by clicking the checkbox
2. Click the Done button.

Step 4: Confirm and Import Your Contacts

Click the Done button. The Plaxo pop-up closes.

Step 5: Save the New Contacts

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Building Your Personal Convio Address Book Using the Address Book Email Account Widget

You can use the Plaxo Address Book Widget to import contacts from each email service in which you maintain an Address Book.

To import contacts using the Plaxo Address Book Widget:

Step 1: Display Your Address Book

Click Address Book from the top of the Participant Center home 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: Access the Online Import Tool

1. Click the Online Imports button. The Convio Plaxo page opens.
2. Click the ADD FROM MY ADDRESS BOOK button. The Where do you keep your contacts Plaxo pop-up opens.
3. Click the radio button of your Email service and click the Next button. A Login page displays.
4. Enter your login information and click the Sign In button. The Select Contacts page displays.

Step 3: Select the Contacts to Import

1. Click the Check All link (at the bottom of the pop-up) to highlight all contacts.
   
   Notes: If folders display for each of the email applications you use, you can open each folder and select individual contacts by clicking the checkbox
2. Click the Done button.

Step 4: Confirm and Import Your Contacts

Click the Done button. The Plaxo pop-up closes.

Step 5: Save the New Contacts

Repeat the steps above for each email service from which you want to import your Address Book information.

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Building Your Personal Convio Address Book By Importing a Contact File with the Address Book Email Account Widget

If you use Entourage, Lotus Notes, Netscape, Palm, or vCard email applications, you can create an export file (using the directions provided by the application). Then you can use these instructions to import the file with the Plaxo Address Book Widget.

To import contacts using the Plaxo Address Book Widget:

Step 1: Display Your Address Book

Click Address Book from the top of the Participant Center home 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: Access the Online Import Tool

1. Click the Online Imports button. The Convio Plaxo page opens.
2. Click the ADD FROM MY ADDRESS BOOK button. The Where do you keep your contacts Plaxo pop-up opens.
3. Click the Other radio button and click the Next button. The Import from other programs page displays.

Step 3: Select the File to Import

1. Click the appropriate option from the File Type drop down.
2. Click the Browse button and locate the prepared file.
3. Click the Next button.

Step 3: Select the Contacts to Import

1. Click the Check All link (at the bottom of the pop-up) to highlight all contacts.
   
   Notes: If folders display for each of the email applications you use, you can open each folder and select individual contacts by clicking the checkbox
2. Click the Done button.

Step 4: Confirm and Import Your Contacts

Click the Done button. The Plaxo pop-up closes.

Step 5: Save the New Contacts

Repeat the steps above for each email service from which you want to import your Address Book information.

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