How to Set Up and Import Contacts from Outlook

Follow these steps to set up your contact list and import contacts from Outlook into Trovve.

Step 1: Access Your Contacts

1. Open Contacts: On the main menu, click on 'Contacts' and select 'People'.

Step 2: Initial Setup

1. Setup Link: If this is your first time setting up contacts, you'll see a message stating, "Your contacts list is currently empty. Let’s get you started by setting up your contacts." Click on the blue 'setting up' link to proceed.

Step 3: Configure Contact Preferences

1. Choose Contact Types: In the first setup step, you'll decide which types of customers you want to track. You can select one or more predefined contact types or click the '+ add' button to create your own types. You can modify these choices later.
2. Document Storage Options: Next, you'll be asked if you want to store documents for contacts. If your Microsoft account is not yet connected, you'll need to connect it to proceed.
   • Choose Storage Location: Select SharePoint as the location to store contact files. A document library will be automatically created to store all your contact files, with folders for each contact.

Step 4: Import Contacts from Outlook

1. Import Confirmation: After setting your preferences, you will be asked if you want to import your contacts from Outlook.
2. Complete Setup: Click the 'Finish' button to start the import. This process may take a few minutes before your contacts appear.

Reimporting or Managing Contacts Settings

1. Reimport Contacts: If you've already set up your contacts and need to reimport from Outlook, click on 'People', then click on the three dots beside the filter icon and select 'Import'.
2. Manage Contact Settings: In the same menu, click 'Settings' to view the location where all your contact files are stored, edit different contact types, or add/edit/delete tags used for contacts.