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Import

If your contacts and appointments are saved in a database, spreadsheet, or other tools, you can save them in a comma separated file first, Voicent AutoReminder can the easily import them.

1. Import contacts
2. Import appointments
3. Import appointments using a conversion program
4. Import names and phone numbers for a group call

1. Import Contacts

First save your contact information in a comma separated file. The format should be:

First Name, Middle Name, Last Name, Home Phone, Work Phone, Cell Phone

For example:

John, L, Smith, 123-4567, 234-3456, ,
Larry, , K, 111.234.4567, , 234-3456
...

From main menu, select Contact, Import...

2. Import Appointments

If, for example, you are using another scheduling software to make appointments, you can export the appointments in a comma separated file, then have Voicent AutoReminder import the file and make reminder calls. The import file format is:

Attendee, Phone, Start Time, End Time, Call Time, MessageID, Notes, Include Notes, Category, Confirmation, User

The First four are required fields. Each appointment is specified in a single line. The first line is ignored and can be used for table headings. The following is a sample line:

"John K", "123-3456", "11/02/2003 10:00 am", "", "11/01/2003 10:00 am", "

Notes:

a. If End Time is empty, the default appointment duration is used.
b. Call time can be "now", that is the time of import
c. Set to "1" if you want confirmation for appointment reminder calls
d. If you have multi-user version of AutoReminder, use user column
e. If there are more than one attendee for an appointment, you should specify a quoted comma separated list.
f. If Message ID is empty, the system message is used.
g. Notes can be any text
h. Include Notes if set to "1", the notes will be included in reminder call.

To import, from main menu, select Appointment, Import Appointments...

3. Import Appointments Using a Conversion Program

Some scheduling program can only export/print a fixed format. That format might not be recognized by Voicent AutoReminder. In this situation, a conversion program is needed.

Please contact our service organization if you need such a conversion program.

4. Import names and phone numbers for a group call

If, for example, you want to call a large group and their name and phone numbers are in a database. You can first export them to a comma separated file. The format is:

Name, Phone

From the new appointment dialog, select Group, then select Import...