Excel to Outlook help
This seems like a very simple task, but I can't seem to follow any of the online instructions, as they seem like you would need to know the first thing about coding.
My task is to set expiration dates in Excel 2007 to link to Outlook 2007 so a reminder will be set or pop-up in Outlook when the date arrives. I currently have column K, S, and Z filled with expiration dates. I've recently read about using a macros enabled Excel sheet, but I've no idea what code to put in. Copying and pasting the codes I've found online came to no avail, as many have been compiled but alerted to have errors.
I absolutely appreciate any help this community can give to a nub. Thank you.
My task is to set expiration dates in Excel 2007 to link to Outlook 2007 so a reminder will be set or pop-up in Outlook when the date arrives. I currently have column K, S, and Z filled with expiration dates. I've recently read about using a macros enabled Excel sheet, but I've no idea what code to put in. Copying and pasting the codes I've found online came to no avail, as many have been compiled but alerted to have errors.
I absolutely appreciate any help this community can give to a nub. Thank you.
It works for me:
Many users have contact data stored in Excel workbooks or created calendar events in Excel to take advantage of formulas and fill features when creating a large number of events. It's very easy to move the data to Outlook.
As with any database, you will need to name the columns your data is in. You can either use whatever name you want and map it to Outlook fields or export to Excel format and delete the data from the workbook and enter your data. You'll also need to name the used range of cells in Excel.
The steps you'll need to follow in Excel are:
Select your used data range and type a name in the field to the left of the address bar. (Include the field names in your selection.)
Press Enter.
Save the workbook as an Excel 97-2003 workbook.
Close Excel.
Now go to Outlook:
Go to File, Import and Export
Select Import from a file
Choose Microsoft Excel as the source
Browse to the workbook file.
Select the Calendar (or Contact) folder.
Select the named range. If you export to Excel to get the field names, you'll see two named ranges when you import. Just make sure you select the correct named range.
If you aren't using the field names that Outlook uses, you'll need to map your fields to Outlook's fields.
Press Next when ready and finish the import.
Alternate method: save the workbook as a CSV file and import the CSV.
Outlook 2007 uses the Excel 97-2003 *.xls format, not the Excel 2007 *.xlsx file format
You can import calendar data into any calendar folder in any *.pst or your mailbox.
You cannot import into a public folder calendar or secondary Exchange mailbox. To import into either, create a calendar folder for the import and move the appointments after the import.
Use these same steps with Contacts, choosing a Contacts folder (obviously)
If you drop a field on the wrong Outlook field, drop it again on the correct field and Outlook will remove it from the other field.
Many users have contact data stored in Excel workbooks or created calendar events in Excel to take advantage of formulas and fill features when creating a large number of events. It's very easy to move the data to Outlook.
As with any database, you will need to name the columns your data is in. You can either use whatever name you want and map it to Outlook fields or export to Excel format and delete the data from the workbook and enter your data. You'll also need to name the used range of cells in Excel.
The steps you'll need to follow in Excel are:
Select your used data range and type a name in the field to the left of the address bar. (Include the field names in your selection.)
Press Enter.
Save the workbook as an Excel 97-2003 workbook.
Close Excel.
Now go to Outlook:
Go to File, Import and Export
Select Import from a file
Choose Microsoft Excel as the source
Browse to the workbook file.
Select the Calendar (or Contact) folder.
Select the named range. If you export to Excel to get the field names, you'll see two named ranges when you import. Just make sure you select the correct named range.
If you aren't using the field names that Outlook uses, you'll need to map your fields to Outlook's fields.
Press Next when ready and finish the import.
Alternate method: save the workbook as a CSV file and import the CSV.
Outlook 2007 uses the Excel 97-2003 *.xls format, not the Excel 2007 *.xlsx file format
You can import calendar data into any calendar folder in any *.pst or your mailbox.
You cannot import into a public folder calendar or secondary Exchange mailbox. To import into either, create a calendar folder for the import and move the appointments after the import.
Use these same steps with Contacts, choosing a Contacts folder (obviously)
If you drop a field on the wrong Outlook field, drop it again on the correct field and Outlook will remove it from the other field.
Yeah, that is the downside. But the method takes only a few minutes, so not that bad.
You can do some coding and there are readily available ones online. The VBA in excel does work very well but can get confusing if coding is not your forte.
If you need some code, let me know and I will see what I can dig up (maybe get one of my software gurus to get me something).
Good luck!
You can do some coding and there are readily available ones online. The VBA in excel does work very well but can get confusing if coding is not your forte.
If you need some code, let me know and I will see what I can dig up (maybe get one of my software gurus to get me something).
Good luck!
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