Setting up PastPerfect

1. Open PastPerfect and click on the Setup tab
2. Click on the “General Information” button
3. Change the “Save report maker output to:” field to C:\
4. Click Exit to return to the setup menu.

Exporting your contact information:

1. Click on the Membership tab.
2. Click “Lists and Labels”
3. Select the list you want to export and click the “Print, view or email…” button.
4. Click “Export to Excel” (then fill out the mailing log if desired)
5. You should get a message that the file was created and it should display the file name. Something like C:\membershiplist
6. Exit PastPerfect.
7. To view your new list, navigate to that file using my computer and double click to open it up.

Converting to a CSV file:

1. In Microsoft Excel, open your newly exported file.
2. Save the file using the “File”, “save as” function.
3. In the “Type” field, select the Comma Separated File. (Comma delimited, CSV)

Importing into Outlook’s Address Book:

1. Close all programs
2. Open Microsoft Outlook
3. Click “File”, “Import and Export”
4. Select “Import from another program or file” and press next.
5. Select Comma Separated Values (Windows) and click next.
6. Browse to find your CSV file. Double click on it and click next.
7. At the “Select destination folder screen” single click the Contacts folder and click next.
8. Click on Map Custom Fields and assign your fields to the correct Address Book location by clicking and dragging.
9. When you finish with the map, click OK, then click Finish.
   

Outlook should have your data in the contacts folder. From here, you can set up distribution lists and more!