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It’s not abnormal to acquire an Excel area with a account of accessories or tasks. But if you use Outlook to accumulate up with your obligations, a account in Excel isn’t helpful. You could access anniversary almanac as a new appointment—or you can acceptation the Excel abstracts anon into Outlook appointments. I’d acquire the latter! In this article, I’ll appearance you how to actualize Outlook accessories from a few Excel records. By extenuative the antecedent abstracts in the comma-delimited architecture and again mapping that abstracts to Outlook, you can acceptation best annihilation into the adapted Outlook item—with little effort.
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I’m application Outlook 2016 on a Windows 10 64-bit system. Application an beforehand version, you won’t acquire to save the abstracts to a .csv formatted book afore importing because Outlook’s astrologer supports Excel and Access. You can assignment with your own Excel abstracts or download the simple affirmation .xlsx or .xls file.
SEE: Office Q&A: How Outlook’s alternating tasks absolutely assignment (TechRepublic)Prepare the antecedent data
In beforehand versions of Outlook, you can acceptation anon from an Excel workbook, but that’s no best the case in the best contempo versions. Afore you can acceptation Excel abstracts into Outlook 2016, you charge save that abstracts to breach -separated (delimited) format, .csv.
To allegorize this process, we’ll use the simple abstracts set apparent in Figure A. Agenda that the abstracts is adapted for an Outlook arrangement (or task). Specifically, there’s allusive argument that identifies the arrangement and an arrangement date and time. It’s important that you alpha with adapted data.
Figure AWe’ll acceptation this simple abstracts set.
Now, let’s save this area to .csv architecture as follows:
Click the Book tab and acquire Save As in the larboard pane. Change the filename if necessary. Excel won’t address over your Excel workbook file; it will actualize a new .csv file. From the Book Type dropdown, acquire the CSV (Comma delimited) (.csv) advantage (Figure B).Click Save. You can avoid the accessible abstracts accident absurdity if shown. Be abiding to agenda the area of the book if there’s any adventitious you won’t bethink area it is. Close the .csv book you aloof created. Figure BChoose the .csv option.
The affirmation book contains one area because that’s all the .csv affection supports. Excel won’t acquiesce you to save a multiple-sheet workbook to .csv format. The area uses a Table commodity to adapt the data, but you could additionally use a accustomed abstracts range. With the abstracts in .csv format, you’re accessible to acceptation that abstracts into Outlook.
SEE: Understanding Excel’s codicillary formatting rules can advice anticipate adventitious after-effects (TechRepublic)Import into Outlook
Open Outlook and adapt to acceptation the annal apparent in Figure A into your Outlook calendar. To barrage the wizard, bang the Book tab, acquire Open & Export in the larboard pane, and again bang Import/Export from the Open section. Now, run the astrologer as follows:
In the wizard’s aboriginal pane, acquire Acceptation From Another Program Or Book (if necessary) and bang Next. Acquire Breach Separated Ethics and bang Next. Bang the Browse button and assignment through the binder anatomy to baddest the .csv book you created earlier. Bang OK afterwards selecting that file. This area additionally lets you actuate how Outlook deals with alike data. There won’t be any in our example, but back applying this to your own work, you’ll appetite to acquire appropriately. For now, acquire the absence option, Acquiesce Duplicates To Be Created, and bang Next. Baddest Agenda (Figure C) and bang Next. If you acquire added than one calendar, be abiding to baddest the adapted one. Bang Map Custom Fields. If necessary, analysis Acceptation “yourfilename” to accredit the Map Custom Fields option. At this point, you charge analyze the Excel ethics to acceptation and specify area to put them. The larboard area lists the Excel fields. The adapted area lists the Agenda items and shows the absence mapping (Figure D). The Assignment acreage isn’t mapped because there’s no Agenda acreage by that name. However, the date and time fields do acquire analogous acreage names, so Outlook can map them correctly. You can change them if you charge to, but in this case, Outlook mapped them correctly. To map the Assignment field, artlessly annoyance it from the larboard area to the adapted pane. Back you’ve mapped all the adapted fields, bang OK and again Finish to activate the import. Figure CIdentify the calendar. Figure DMap the Excel fields to the Agenda fields.
Figure E shows one of the anew created appointments. As you can see, it contains the Excel abstracts for one almanac mapped appropriately to the Agenda fields.
Figure EOutlook imports the Excel data. Big picture
This commodity has a specific goal—to acceptation Excel abstracts into an Outlook appointment. Application .csv abstracts and Outlook’s wizard, you can acceptation lots of altered abstracts into altered Outlook items. The action is the same; the key is to acceptation adapted abstracts and to baddest the adapted Outlook account (Figure C).
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I acknowledgment readers’ questions back I can, but there’s no guarantee. Don’t accelerate files unless requested; antecedent requests for advice that access with absorbed files will be deleted unread. You can accelerate screenshots of your abstracts to advice analyze your question. Back contacting me, be as specific as possible. For example, “Please troubleshoot my workbook and fix what’s wrong” apparently won’t get a response, but “Can you acquaint me why this blueprint isn’t abiding the accepted results?” might. Please acknowledgment the app and adaptation that you’re using. I’m not reimbursed by TechRepublic for my time or ability back allowance readers, nor do I ask for a fee from readers I help. You can acquaintance me at Media read…How to use codicillary formatting to highlight a specific corpuscle in the aforementioned row as the alive corpuscle (TechRepublic)Build your Excel abilities with these 10 ability tips (TechRepublic)Video: How to actualize a axis table in Microsoft Excel (TechRepublic)Microsoft Office Specialist Certification Training (TechRepublic Academy)Office 365 tip: Application Add To AutoCorrect to accomplish you added advantageous (ZDNet)How to use prefix tags and VBA to accomplish codicillary agreeable in Word abstracts (TechRepublic)Seven tips for alive with Office shapes (TechRepublic)