Jigsaw Help > Upload Contacts From a File

You can export Contacts to a .CSV file from most address book applications and upload the .CSV file to Jigsaw.  A step-by-step explanation of the process to export a .CSV file containing multiple Contacts is explained for the following major applications:

1. Microsoft Outlook
2. Microsoft Excel
3. Microsoft Outlook Express
4. Palm Handheld Contacts
5. Act!
6. Salesforce.com

Outlook

STEP 1:  Export a .CSV file (comma separated values) from Outlook that contains your Contacts.  You may choose any valid filename and store the file anywhere on your computer.  Our instructions assume that you will name the file "jigsaw.csv" and store it on your Desktop.  Export your .CSV file as follows:

1. Open Microsoft Outlook and select your Contacts folder.
2. Click on the File menu and select Import and Export.  This will open the Import and Export Wizard.

NOTE:  If you do not see the Import and Export menu option, then you need to stop here and install these functions from your Microsoft Office disk.

1. From the Choose an action to perform:  option box, select Export to a file.  Then click Next.
2. From the Create a file of type:  option box, select Comma Separated Values (DOS).  Then click Next.
3. From the Select folder to export from:  folder directory, choose Contacts. Then click Next.
4. Select a file to export to from the Export to a File dialog box:
   • Click Browse next to the Save exported file as:  field box.
   • From the Save in:  pull-down list, select Desktop.
   • In the File name:  field, type "jigsaw.csv" and then click OK.

NOTE:  Make sure the Save as type:  pull-down list displays Comma Separated Values (DOS).

1. From the Export to a file dialog box, Click Next.
2. Click Finish. The new CSV file should now appear on your Desktop.

Select Upload Contacts From File found under the Add Contacts tab on JIGSAW.COM.

STEP 2: Specify the .CSV file you exported for upload as follows:

1. Click the Browse button.
2. From the Look in:  pull-down list, select Desktop.
3. Select the "jigsaw.csv" file.  Make sure Files of type:  box displays All Files.
4. Click Open.

STEP 3: Click Next

Excel

STEP 1:  Export a .CSV file (comma separated values) from an Excel worksheet that contains your Contacts.  You may choose any valid filename and store the file anywhere on your computer.  Our instructions assume that you will name the file "jigsaw.csv" and store it on your Desktop.  Export your .CSV file as follows:

1. Your worksheet must have separate columns for the following contents:
   • First name
   • Last Name
   • Company
   • Job Title
   • Business Email
   • Business Phone
   • Business Address 1
   • Business Address 2 (Optional)
   • Business City
   • Business Postal Code
   • Business State
   • Business Country

Your columns may be in any order and have different columns labels (names).  The most important factor is to make sure that the contents of your columns match the above list.

NOTE: Using the same column order and similar column names will help make the column mapping process easier.  Deleting extra columns is not required, but also helps to simplify mapping.  Jigsaw only collects the fields listed above during upload.

1. Save your worksheet as a .CSV file as follows:
   • Select the File menu and the Save As option.
   • From the Save in:  pull-down list, select Desktop
   • In the File name:  field, type "jigsaw.csv".
   • In the Save as type:, select CSV (Comma delimited)
   • Click Save

NOTE: You may be asked some formatting questions such as “Do you want to save this file in this format?”.  Answer Yes to all.

Select Upload Contacts From File found under the Add Contacts tab on JIGSAW.COM.

STEP 2: Click the Browse button.  From the Look in:  pull-down list, select Desktop.  Select the jigsaw.csv file.  Click Open.

STEP 3: Click Next.

Outlook Express

STEP 1:  Export a .CSV file (comma separated values) from Outlook Express that contains your Contacts.  You may choose any valid filename and store the file anywhere on your computer.  Our instructions assume that you will name the file "jigsaw.csv" and store it on your Desktop.  Export your .csv file as follows:

1. Open Microsoft Outlook Express.
2. Click on the File menu and select Export and then Address Book.  This will open the Address Book Export Tool.
3. Select Text File (Comma Separated Values) and click Export.
4. In the CSV Export dialog box, click Browse next to the Save exported file as:  field box.
5. From the Save in:  pull-down list, select Desktop.
6. In the File name:  field, type "jigsaw.csv".

NOTE:  Make sure the Save as type:  pull-down list displays Comma Separated Values (*.csv).

1. Click Save.  Then click Next.
2. From the Select the fields you wish to export: check box list, select (check) the following:
   • First name
   • Last Name
   • Email
   • Business Street
   • Business City
   • Business Postal Code
   • Business State
   • Business Country/Region
   • Business Phone
   • Company
   • Job Title

NOTE:  Deselecting extra fields is not required, but helps to simplify the column mapping process.  Jigsaw only collects the fields listed above during upload.

• Click Finish.  Click OK or Close as needed on any open dialog boxes.  The .CSV file should now be on your Desktop.

Select Upload Contacts From File found under the Add Contacts tab on JIGSAW.COM.

STEP 2: Specify the .CSV file you exported for upload as follows:

• Click the Browse button.
• From the Look in:  pull-down list, select Desktop.
• Select the "jigsaw.csv" file.  Make sure Files of type:  box displays All Files.
• Click Open.

STEP 3: Click Next

Palm

STEP 1:  Export a .CSV file (comma separated values) from Palm that contains your Contacts.  You may choose any valid filename and store the file anywhere on your computer.  Our instructions assume that you will name the file "jigsaw.csv" and store it on your Desktop.  Export your .CSV file as follows:

1. Open Palm Desktop and go to the Address section.
2. Click on the File menu and select Export.  This will take you to Palm's Export Wizard.
3. Select Export when notified that you will not be exporting hidden records.
4. In the Export As window:
   • From the pull-down list at the top of the window, select Desktop.
   • In the File name field type "jigsaw.csv".
   • In the Export type field select Comma Separated (*.csv, *.txt).
   • In the Range field select All.
   • Click Export.
5. For Specify Export Fields check the following:
   • Last Name
   • First Name
   • Title
   • Company
   • Work
   • Email
   • Address
   • City
   • State
   • Zip
   • Country
6. Click OK.  You should receive an Export Complete message.  The .CSV file should now be on your Desktop.

Select Upload Contacts From File found under the Add Contacts tab on JIGSAW.COM.

STEP 2: Specify the .CSV file you exported for upload as follows:

1. Click the Browse button.
2. From the Look in:  pull-down list, select Desktop.
3. Select the "jigsaw.csv" file.  Make sure Files of type:  box displays All Files.
4. Click Open.

STEP 3: Click Next

ACT!

STEP 1:  Export a .CSV file (comma separated values) from Act! that contains your Contacts.  You may choose any valid filename and store the file anywhere on your computer.  Our instructions assume that you will name the file "jigsaw.csv" and store it on your Desktop.  Export your .CSV file as follows:

1. Open Act!.
2. Click on the File menu and select Data Exchange and then Export.  The Export Wizard will start and guide you through the exporting process.
3. From the File type drop-down list, select Text-Delimited (default choice).  Click on the "..." next to the Filename and location box.
4. From the Save in: pull-down list, select Desktop.
5. In the File name:  field, type "jigsaw.csv".

NOTE:  Make sure the Save as type:  pull-down list displays Text - Delimited (*.csv).

1. Click Save.  Then click Next.
2. Select Contact records only.  Click on the Options button on the right side of the window to set Export Options as follows: 
   • Set the field separator to comma.
   • Click on the box to select Yes, export field names.
   • Click OK.
3. Click on Next in the Export Wizard.
4. Click on All records and click on Next.
5. Remove all fields except for the following:
   • First name
   • Last Name
   • Company
   • Title
   • Address 1
   • Address 2
   • City
   • State
   • Zip
   • Country
   • Phone
   • Email
6. Click Finish.
7. The .CSV file should be located on your desktop.

Select Upload Contacts From File found under the Add Contacts tab on JIGSAW.COM.

STEP 2: Specify the .CSV file you exported for upload as follows:

1. Click the Browse button.
2. From the Look in:  pull-down list, select Desktop.
3. Select the "jigsaw.csv" file.  Make sure Files of type:  box displays All Files.
4. Click Open.

STEP 3: Click Next

Salesforce.com

STEP 1:  Export a .CSV file (comma separated values) from Salesforce.com that contains your Contacts.  You may choose any valid filename and store the file anywhere on your computer.  Our instructions assume that you will name the file "jigsaw.csv" and store it on your Desktop.  Export your .CSV file as follows:

1. Open Salesforce
2. Select Reports, then Create New Custom Report. The Wizard will prompt you to select a data type.  Select Contacts and Accounts.

NOTE:  The Wizard will then guide you through the following process for creating a report of all your Contacts.

1. For Report Type, select Tabular and click Next
2. For Select Report Columns, check the following:
   1. Contact: First name
   2. Contact: Last Name
   3. Contact: Title
   4. Contact: Phone
   5. Contact: Email
   6. Account: Account Name
   7. Contact or Account: Address 1
   8. Contact or Account: Address 2
   9. Contact or Account: City
   10. Contact or Account: State
   11. Contact or Account: Zip
   12. Contact or Account: Country
3. Click Next.
4. For Select Columns to total, click Next.
5. For Order Columns, click Next.
6. For Select Criteria, select the Contacts you want to upload and click Run Report.
7. Your list of Contacts can now be previewed.  If all the columns are in order, click Export to Excel.
8. Follow the instructions for exporting a .CSV file (comma separated values) from Excel.

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