PAPAMOJO
Level 1
01-17-2020
04:08 PM
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We entered appointments in the Lacerte calendar appointment. I have been exporting the appointment data (lastname, date, time, tel#) to an excel csv file...only the client lastname and tel# shows up in the excel file. When I then try importing to Outlook via Outlook import feature no appointment data shows up in the outlook calendar. What am I doing wrong?
MS support told me I have to insert a line on the top row of the excel file and name the column...appears when i do that and hand enter the appt date & time, it flows through, but with 1000 clients, i don't think that too efficient.
Can anybody help?
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