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Are you using ShootQ to keep your relationships database up-to-date?

Posted on April 16, 2009 by ShootQ

By associating Relationships with Shoots and empowering your clients to keep their contact information up-to-date in ShootQ's customizable Client Area, managing your Relationships becomes a simple collaboration between you, your clients and ShootQ.

When you're getting started with ShootQ, import your relationships! You can do this by exporting industry-standard vCards from the software you currently use. Here are step-by-step instructions:

1) Export your contacts from your current software to vCard. Here are instructions for some popular address books:

Apple Address Book
Microsoft Outlook
G-Mail
Successware


vCard is an industry standard format for sharing address book files between programs. However, not all vCard exporters are created equal. ShootQ uses the latest standards to import vCards, but some other applications don't always export in using proper vCard standards. This may result in irregularities in the data that is imported into ShootQ, or may result in an error. If you have trouble, please submit a help ticket, and attach the vCard.

2) Import your contacts into ShootQ. 

Picture 3

Click on the "Relationships" tab and then click "Import."

From there, navigate to the vCard file you downloaded from the other software, and click "import." Volia! You're done!

If you want to export vCards or a CSV file of contacts from ShootQ, simply click the "export" button after clicking on the "Relationships" tab.

If you download a vCard file, applications such as Apple Address Book will search for redundant cards and "synchronize" the changes. Check your software's user manual before importing vCards from ShootQ to avoid redundancy. Happy ShootQ-ing!

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