You can export and import a personal directory using one-X Portal.

You cannot add more than 250 contacts to a Personal directory. If the total number of records exceeds 250 when you import the contacts, the system displays an error message.

When the system imports the .CSV file, if one or more records does not meet the validations that the system sets, then the system displays an error message with the details such as the reason for failure. You can export the error list as an HTML document. However, you can continue import the rest of the records that the system has validated or cancel importing the records.

When you import the .CSV file that is in Outlook format for example, files created by exporting contacts from Gmail, Yahoo, Outlook, and others then, the system adds all contacts to All group only.

You can export only the contacts in All group.

To learn the file format, manually create a personal directory entry and then export that directory. The resulting file contains all the headers necessary for a subsequent import.

Prerequisites

Ensure that you disable any pop-up blocker in the browser.

To import a personal directory:

1.In the Personal directory tab click ImportIcon Import. The system displays Select File to Import window.

2.Click Browse to select the .CSV file that you want to import.

3.Click Import. The system displays the contacts that you imported in the Personal directory.

To export a personal directory:

1.In the Personal directory tab click ExportIcon Export.

2.The system exports the contacts in the Personal directory to the default download location of the browser.

If your browser has pop-up blocking enabled, select to allow pop-ups from the one-X Portal address.

The file is named PersonalDirExport.csv prefixed with your user name.

3.The system also displays the number of records that were exported. Click Close.

4.Browse to the browser's download directory. In the last column of every record in the .CSV file that is exported, the system appends the groups created in one-X Portal.