AddressGrabber Business 2010 User Guide

AddressGrabber
Business 2010
User Guide
Copyright and Trademark
Information in this documentation is subject to change without notice. The software described in this manual is furnished
under a license agreement. In no event will eGrabber (A ProdEx Technologies Company) be liable for any damages
resulting from any defects or from the use of information contained herein. No part of this manual or the software may be
reproduced translated or transmitted in any form or by any means electronic or mechanical including photocopying or
recording for any purpose without the prior written permission of eGrabber (A ProdEx Technologies Company).
You may make one backup copy of the program for your own use. The copyright laws that pertain to computer software
protect the program. It is illegal to make copies of the disks without written permission from eGrabber (A ProdEx
Technologies Company). In particular, it is illegal to give a copy of the program or your spare set of disks to another
person.
Copyright © 1998 - 2009 eGrabber Inc. All rights reserved.
AddressGrabber is a trademark of eGrabber (A ProdEx Technologies Company).
Other products mentioned in this manual are trademarks of their respective holders.
eGrabber (A ProdEx Technologies Company)
1340 S. De Anza Blvd., Suite #106
San Jose, CA 95129
Tel: (408) 872-3103
Fax: (408) 861-9601
Contents
Preface..................................................................................................................................................... 1
What is on the CD?............................................................................................................................... 1
Conventions ......................................................................................................................................... 1
1. About AddressGrabber Business ........................................................................................................... 1
1.1. Features ........................................................................................................................................ 2
1.2. Supported Applications................................................................................................................... 2
1.3. AddressGrabber Toolbar ................................................................................................................ 2
2. Customize AddressGrabber................................................................................................................... 3
2.1. AddressGrabber Options ................................................................................................................ 3
2.2. Customize Source Application ........................................................................................................ 4
2.3. Customize Destination Application .................................................................................................. 5
2.4. Miscellaneous Settings................................................................................................................... 6
2.5. Customize to transfer web forms..................................................................................................... 7
2.5.1. Use Form Fields – Setup Form Fields ...................................................................................... 8
2.5.2. Use - Text Removal............................................................................................................... 14
2.5.3. Use - Add Keywords.............................................................................................................. 15
2.5.4. Remove E-mail Header Before Extraction .............................................................................. 16
2.6. Format Options ............................................................................................................................ 16
2.6.1. Format Contact Fields ........................................................................................................... 16
2.6.2. Format E-mail field ................................................................................................................ 18
2.7. Add / Hide Applications ................................................................................................................ 18
2.8. My Address – Save your personal details...................................................................................... 19
3. AddressGrabber Parse Result Window ................................................................................................ 20
4. Check for Duplicates ........................................................................................................................... 23
5. Transfer using Contact Managers ........................................................................................................ 25
5.1. ACT! ............................................................................................................................................ 25
5.1.1. Setup Transfer Options for ACT!............................................................................................ 26
5.1.2. Transfer from ACT!................................................................................................................ 31
5.1.3. Transfer into ACT!................................................................................................................. 32
5.2. GoldMine ..................................................................................................................................... 32
5.2.1. Setup Transfer Options for GoldMine ..................................................................................... 32
5.2.2. Transfer from GoldMine......................................................................................................... 37
5.2.3. Transfer into GoldMine .......................................................................................................... 37
5.3. Outlook ........................................................................................................................................ 38
5.3.1. Setup Transfer Options for Outlook........................................................................................ 38
5.3.2. Transfer from Outlook............................................................................................................ 40
5.3.3. Transfer into Outlook ............................................................................................................. 41
6. Transfer using Accounting Packages ................................................................................................... 41
6.1. QuickBooks.................................................................................................................................. 41
6.1.1. Setup Transfer Options for QuickBooks.................................................................................. 41
6.1.2. Transfer from QuickBooks ..................................................................................................... 43
6.1.3. Transfer into QuickBooks....................................................................................................... 43
7. Transfer using Shipping Packages....................................................................................................... 45
7.1. FedEx.......................................................................................................................................... 45
7.1.1. Transfer into FedEx............................................................................................................... 45
8. Transfer using E-mail Clients............................................................................................................... 45
8.1. Outlook Express........................................................................................................................... 45
8.1.1. Setup Transfer Options for Outlook Express........................................................................... 46
8.1.2. Transfer from Outlook Express .............................................................................................. 47
8.1.3. Transfer into Outlook Express................................................................................................ 47
9. Templates........................................................................................................................................... 47
9.1. Working with Templates ............................................................................................................... 47
10. Transfer using Microsoft Office Applications ....................................................................................... 50
10.1. Microsoft Excel........................................................................................................................... 50
10.1.1. Setup Transfer Options for Excel ......................................................................................... 50
10.1.2. Create Excel Fields ............................................................................................................. 52
10.1.3. Transfer into Excel .............................................................................................................. 53
10.2. Microsoft Word........................................................................................................................... 54
10.2.1. Setup Transfer Options for Word.......................................................................................... 54
10.2.2. Transferring Addresses to Cursor Position in Word Document .............................................. 55
10.2.3. Transferring Addresses to Mail Merge Document ................................................................. 55
10.2.4. Create a Form Letter ........................................................................................................... 56
11. Transfer into Online Web forms ......................................................................................................... 56
11.1. FormFill...................................................................................................................................... 56
11.1.1. Setup Transfer Options for FormFill ..................................................................................... 56
11.1.2. Transfer addresses into Online Web Form ........................................................................... 62
12. Print addresses using AddressGrabber .............................................................................................. 65
12.1. DYMO LabelWriter ..................................................................................................................... 65
12.1.1. Setup Transfer Options for DYMO LabelWriter ..................................................................... 65
12.1.2. Transfer into DYMO Label Software..................................................................................... 66
12.1.3. Print Labels in DYMO LabelWriter........................................................................................ 67
13. Exporting addresses using Data Export.............................................................................................. 67
13.1. Setup to Export Addresses ......................................................................................................... 67
13.1.1. Exporting addresses............................................................................................................ 69
14. Transfer using other applications ....................................................................................................... 70
14.1. Clipboard ................................................................................................................................... 70
14.1.1. Setup transfer options for Clipboard ..................................................................................... 70
14.1.2. Transfer from Clipboard....................................................................................................... 71
14.1.3. Transfer into Clipboard ........................................................................................................ 71
14.2. Notepad ..................................................................................................................................... 71
15. License Agreement ........................................................................................................................... 72
16. Index ................................................................................................................................................ 75
Copyright © 2009 eGrabber. All Rights Reserved
Preface
Preface
This guide explains in detail about the features of AddressGrabber Business 2010. You can find step-bystep instructions to work with the software.
To start with, you can work with the sample addresses provided with the software.
Refer to the Quick Start Guide to install and register the software.
Follow the conventions used in this guide for better understanding of the features.
What is on the CD?
The AddressGrabber Business 2010 CD contains the following:
Item
Description
Installation Files
The files required for installing AddressGrabber Business.
Quick Start Guide
Quick Start Guide provides a short tour about the Software.
Read me (Readme.Txt)
Text file that provides technical information.
Sample Addresses
Sample addresses to test transfer of information.
Conventions
The following conventions are used in this guide:
Convention
Description
Note: Important or supplemental information.
Tip: suggestions that are supportive.
1. About AddressGrabber Business
Using AddressGrabber Business, you can transfer addresses from any source that contains
addresses into various applications. AddressGrabber extracts the information like Name, Phone,
Address, E-mail, Zip and so on. This extracted information can be transferred into appropriate
fields in your application.
You can extract addresses from email, documents, web pages or from any address book and
transfer the information into various applications.
Page No: 1
About AddressGrabber Business
1.1. Features
Streamlined process of web form transfer.
Schedule activities to a contact that enables you to follow your leads quickly.
Transfer addresses to online web forms
Verify addresses with USPS website.
Format the information before transferring into your application.
Remove unwanted characters while capturing addresses from web forms or email signatures.
Check for duplicates while transferring into database application like ACT!, GoldMine, Outlook etc.
Transfer default values to the contact and user fields in ACT!, GoldMine, and Outlook.
1.2. Supported Applications
AddressGrabber business supports various applications like CRM packages, Contact Managers, Accounting
Packages, Shipping Packages, Label Printers etc.
Refer to http://www.actaddons.com/products/2005/adgrabbus.asp for details about the applications that are
supported by AddressGrabber Business.
Apart from these applications, you can also use the Data Export to transfer addresses. The data is saved in
Comma Separated Values (CSV) format. The CSV file can be imported into any application that supports
this format.
1.3. AddressGrabber Toolbar
After installation, AddressGrabber is launched as a floating toolbar. AddressGrabber can be minimized to
appear as System Tray Icon.
Figure 1: AddressGrabber Toolbar
From the left pane of the toolbar, you can select the Source from which you want to transfer the
addresses.
The Destination Applications are displayed in the right pane as Icons.
You can add or remove the destination icons by using the Menu Options. You can customize the
default settings by using the Menu Options.
Page No: 2
Customize AddressGrabber
The following table describes the options available in the Menu:
Menu Option
Function
Options
Customize the default settings. Refer Chapter 2 for more details.
Minimize toolbar
Minimize AddressGrabber toolbar to the System Tray.
Toolbar Always in front
Toolbar always appears in front of other open applications.
Show Smaller / Larger toolbar
Change the size of the toolbar.
Show Transfer Log
View the transferred details saved in a log file.
Sample
Sample list of address to test the transfer.
About AddressGrabber
Displays information about AddressGrabber Business like version number,
copyright and contact information.
Help Topics
Launches the Online Help.
Demo
Launches a demo about AddressGrabber.
Info and Support
Opens the Technical support page from the eGrabber website.
Register / Unregister
Opens eGrabber Product Registration dialog box to register or unregister the
product.
Live Update
Live Update service is used to instantly update AddressGrabber with the latest
files and the service packs.
Exit AddressGrabber
Quits AddressGrabber Business.
The same menu options are also available when you right-click the System Tray Icon.
2. Customize AddressGrabber
Using the AddressGrabber Options, you can
Configure the transfer options for source and destination application.
Format the Contact Information.
Add or hide destination applications in the toolbar.
Customize settings to transfer web forms.
Setup miscellaneous options.
2.1. AddressGrabber Options
To launch the AddressGrabber Options,
Click Menu / Options in the AddressGrabber toolbar.
[OR]
Click
in the AddressGrabber toolbar.
[OR]
Right click the System Tray Icon and select Options.
Page No: 3
Customize AddressGrabber
The AddressGrabber Options window contains the following:
Click
To Do…
Source Links
Customize the Source Application before transferring the
information
Destination Links
Customize the Destination Application before transferring the
information.
Miscellaneous
Setup Additional Options.
Customize Extraction
Setup web forms before transferring into destination application.
Format
Format the contact information, phone/fax, email etc., before
transferring to your database.
Add / Hide Applications
Add or remove applications displays in the AddressGrabber
toolbar.
My Address
Enter your personal details and you can transfer these details into
the destination application if required.
2.2. Customize Source Application
You can add a Source Application to the AddressGrabber toolbar.
In the Source Links window, select the application and click OK.
The application is listed in the toolbar.
Figure 2: Source Links
Auto Source Select: Select this option so that AddressGrabber automatically detects the source application
and displays in the AddressGrabber toolbar.
Example: Open your Outlook and AddressGrabber Toolbar automatically displays Microsoft Outlook as the
Source.
Page No: 4
Customize AddressGrabber
Link Options for Source Application
Select your source application and then click Link Options.
The Link Options dialog box opens for the selected source application and the modes of
transferring addresses vary for each application.
Link Options customize the settings for your Source application before transferring into your
destination application.
The Link Options for various applications are explained in later chapters.
2.3. Customize Destination Application
You can add or remove a destination icon to the AddressGrabber toolbar.
You can also use the Link Options to customize the transfer settings of the destination application.
Figure 3: Destination Links
To Add an Icon
In the Destination Links window, select the appropriate destination application and click Show on
ToolBar.
Click OK.
Now the selected destination appears in the toolbar.
To Remove an Icon
In the Destination Links window, select the appropriate destination application and click Hide on
ToolBar.
Click OK.
Now the selected destination is removed from the toolbar.
Page No: 5
Customize AddressGrabber
Link Options for Destination Application
Select your destination application and then click Link Options.
The Link Options dialog box opens for the selected destination application and the modes of
transferring addresses vary for each application.
Link Options customize the settings for your destination application before transferring the contact
details.
The Link Options for various applications are explained in later chapters.
2.4. Miscellaneous Settings
You can customize your System Tray con and other options by using the Miscellaneous settings.
Figure 4: Miscellaneous Settings
You can setup the following options:
Under Address Extractor Setup,
Confirm extraction results before sending: This option is selected by default. Select or clear this
option to show or hide the Parse Results Window.
While transferring addresses, a Parse Results Window appears with the details of extracted Contact
details. You can verify the details, edit them if required, format the details, and then transfer the information
into the destination. Refer to Chapter 3 for more details about Parse Results Window.
Under Left Mouse Click on Tray Icon should,
You can customize the left mouse click on the system tray icon.
Toggle toolbar between show and minimize: This option is selected by default. Select this option
to maximize or minimize the toolbar when you left mouse click on the system tray icon.
Capture Address: Select this option if you want to transfer address from the currently selected
source to destination.
Page No: 6
Customize AddressGrabber
Move the Mouse Pointer over the System Tray Icon to view the currently selected source and
destination.
Under Startup Settings,
Do not show Splash Screen at Startup: Select this option to hide the splash screen that appears
when you launch AddressGrabber.
Under Transfer Log,
After transferring the information, the details of transfer status and other information related to the process
are saved in a log file. The log file contains transferred details like Date, Time, Source, Destination,
Incoming Address, Web form etc.
Click View to view the contents of log file.
Click Delete to remove the log file.
The transfer details are appended to the log file. When the file size becomes 500 KB, a new log file is
generated. The old log file is not deleted. You can delete these files by using the miscellaneous settings.
You can also view the log files from the toolbar. Click Menu / Show Transfer Log to view the log files.
Click OK to save settings.
2.5. Customize to transfer web forms
AddressGrabber can transfer addresses from various web forms into your applications. The method of
extraction of address from web form can be customized.
You need to map the web form tags to your application to transfer the data accurately.
You can setup the following options before transferring from web forms.
Map web form tags automatically or manually.
Transfer default values to the contact and user fields of your applications.
Handle unwanted characters in the address.
Find and Replace keywords to rectify fields that are misinterpreted.
Remove E-mail junks from the header.
Page No: 7
Customize AddressGrabber
Figure 5: Customize Extraction
2.5.1. Use Form Fields – Setup Form Fields
Click Setup Form Fields to launch the form wizard that guides you to map form tags globally for all
applications. This ensures high accuracy while transferring data from web forms.
There are three modes of mapping in Form Field Extraction Method:
Auto - Extract mode: Automatically maps your web form tags.
Manual Mode: Enter form tags manually.
Preview / Edit Existing Settings mode: You can add form tags and set default values for Contact
and User fields.
Using Form wizard you can
Map Form tags manually or automatically.
Add default values to the Contact fields.
Map form tags automatically for all applications
Step 1: Select form fields extraction method
Select Auto-Extract Mode under Form Field Entry.
Page No: 8
Customize AddressGrabber
Figure 6: Select form fields extraction method
Click Next.
Step 2: Paste your form
Paste or type your web form in the space.
Figure 7: Paste your form
Click Next.
Step 3: Select field separator on your form
The separator is detected automatically from the web form and displayed next to Field separator for form
text. If the separator is not detected type the separator of your web form.
Example:
Form Tag
Form Data
Refer:
Submit
In this example, : [Colon] is the separator.
Page No: 9
Customize AddressGrabber
Figure 8: Select field separator on your form
Click Next.
Step 4: Map Field Names in Form to fields in destination application
After you click Next, a message box appears prompting to Map field names automatically.
Click Yes to map the field tags automatically.
Click No to map the tags manually.
Figure 9: Map form fields
This window displays three columns.
Form Fields: Displays the form tags available in the web form.
Application Fields: Displays the field names that are mapped to the web form tags.
Values: Displays the values from the web form data that you have pasted in Step 2.
To map a field manually, click the option Click here to map… under Application Fields.
Page No: 10
Customize AddressGrabber
Click Edit Form Fields and select the tag to modify the tags according to your requirements.
Example:
To change the tag name Jobtitle to Designation,
Click Edit Form Fields.
Select the Jobtitle field and enter Designation.
Click Finish Edit Form Fields to save the changes.
The tag Jobtitle is now displayed as Designation.
Click Map Automatically to map the web form tags automatically to your destination application.
Click Clear Mapping to remove the entire mapping.
To remove the mapping for a single tag, click the relevant field under Application Field Names
and select Ignore map.
You can also access the Setup Form Fields wizard from the toolbar. Right –click the ACT!, and
GoldMine Icons in the AddressGrabber toolbar. Use the Test Mapping option to test the mapped values.
Click Finish. If duplicate tags are detected in the form, a message appears prompting whether to remove
the duplicate tags. Click Yes to remove the duplicate tags.
Map Tags Manually for all applications
Step 1: Select form fields extraction method.
Select Manual Mode under Form Field Entry. (Refer Figure 6).
Step 2: Enter form fields
Enter your web form tags (field names) in the left pane along with the separator. You can enter
multiple field names.
Figure 10: Enter form fields
Click Next.
Page No: 11
Customize AddressGrabber
Step 3: Map field names in form to Application
You can map the fields either manually or automatically.
On the left is the Field Name On Form that shows all the tags of your web form. On the right, you can map to
destination application fields.
Figure 11: Map field names in form to Application
This window displays two columns.
Form Fields: Displays the form tags available in the web form.
Application Fields: Displays the field names that are mapped to the web form tags.
Click Map Automatically to map web form tags automatically to your destination application.
To map a field manually, click the option Click here to map… under Application Fields.
Click Edit Form Fields and select the tag to modify the tags according to your requirements.
Example:
To change the tag name Jobtitle to Designation,
Click Edit Form Fields.
Select the Jobtitle field and enter Designation.
Click Finish Edit Form Fields to save the changes.
The tag Jobtitle is now displayed as Designation.
Click Map Automatically to map the web form tags automatically to your destination application.
Click Clear Mapping to remove the entire mapping.
To remove the mapping for a single tag, click the relevant field under Application Field Names
and select Ignore map.
Page No: 12
Customize AddressGrabber
You can also access the Setup Form Fields wizard from the toolbar. Right–click the ACT! and GoldMine
Icons in the AddressGrabber toolbar. It also has Test Mapping option, which helps to test the mapped
values to your applications.
Click Finish. If duplicate tags are detected in the form, a message appears prompting whether to remove
the duplicate tags. Click Yes to remove the duplicate tags.
Preview, Edit and add default values to form tags
Step 1: Select form fields extraction method
Select Preview/Edit Existing (Refer Figure 6).
Step 2: Preview / Edit field names and set default values
The field names common to all applications are displayed under FieldNames.
Select the field name to be edited and the possible form field names are displayed under Edit form
field names:
Example: The field name Last Name can be mapped to the following form field names.
Last Name
Last
Lastname
You can edit the form field names. You can also add other possible field names to this list.
Example: Last-Name.
Figure 12: Preview/ Edit field names and set default values
Enter Default Value: Enter the default value to be assigned to the selected field.
Transfer Default Value: Select this option to transfer the default value to the corresponding field.
Click Finish.
Page No: 13
Customize AddressGrabber
Adding Form Tags and assign default values to the User Fields
Apart from the standard address fields, you can add form tags and assign default values to the user fields of
applications such as ACT! and GoldMine.
You can add a maximum of 15 user fields to ACT! and GoldMine
Right-click the corresponding destination icon in the toolbar and select Link Options.
In the Link Options window, click the Transfer In tab
Click Add Form Tags.
The Setup Form Fields for the selected application appears.
Figure 13: Setup form fields for user fields – for ACT!
Under Field names, click and select the user field name. Enter the corresponding form tag under
Edit form field names.
Enter Default Value: Enter the default value to be assigned to the selected field.
Transfer Default Value: Select this option to transfer the default value to the corresponding field.
Click Finish.
2.5.2. Use - Text Removal
You can remove unwanted characters and text from the web Form.
Click Text Removal to open Text Removal dialog box.
Enter the text you want to remove.
Click OK.
Page No: 14
Customize AddressGrabber
Figure 14: Text Removal
Example:
If your web form contains text “INC”, enter the text in the Text Removal dialog box. When you transfer
addresses to your destination application the text “INC” is ignored.
Make case sensitive: Select this option to make the search case sensitive. Text that exactly matches the
case alone is ignored.
2.5.3. Use - Add Keywords
You can remove the misinterpreted details while capturing information from web forms.
The Setup Form Fields Wizard guides you to map tags automatically or manually for your web forms.
In exceptional cases, the contact details may be misinterpreted.
To process the addresses accurately, Click Add Keywords.
In the Add Keywords Settings dialog box that appears, select a field in the left pane and type a keyword
for a particular field. You can also enter multiple keywords for identification.
Example:
Mr. Lawrence Reeves, RAC
8675 N.L. 98 Terrace
Miami FL 33016
305-826-7777
lreeves@worldnet.att.net
In this case, ‘Lawrence Reeves RAC’ is identified entirely as "Last Name, First Name" in AddressGrabber,
whereas ‘RAC’ is the designation.
Using Add Keywords, you can map the value ‘RAC’ to the Title field in your destination application.
In the Add Keywords Settings dialog box, select the field Title, and enter RAC in the right pane.
Page No: 15
Customize AddressGrabber
Figure 15: Add Keywords Settings
Click OK.
Now the value ‘Lawrence Reeves’ is transferred to the Name field of your destination and ‘RAC’ to the Title
field.
2.5.4. Remove E-mail Header Before Extraction
Select this option to remove the email header information like Date, time, Sender address, etc. that appears
in a web form.
2.6. Format Options
You can setup to change the format of the contact information before transferring to your destination.
Click Format to setup to format the following options:
2.6.1. Format Contact Fields
In the Contact tab, all the contact fields are displayed.
Page No: 16
Customize AddressGrabber
Figure 16: Format Contact Fields
Select any field to format. Example: Company.
Under Case, select a format to change the case of the text. Assume that the value for Company is eGrabber
Inc. The text is formatted as shown in the table.
Case
Output
None
eGrabber Inc. (Value is not formatted)
Upper
EGRABBER INC.
Lower
egrabber inc.
Sentence
Egrabber inc.
Upper/Lower Egrabber Inc. (Title case)
Note: You can select multiple fields by pressing Shift + Down arrow and select a format. The selected
format is applied for all the selected fields. The option None is selected by default
Under Mode, select a format to display the text in expanded or abbreviated mode. Assume that the value for
Company is eGrabber Inc.
The text is formatted as shown in the table:
Mode
Output
None
eGrabber Inc. (Value is not changed)
Expand
EGRABBER INCORPORATE (value is expanded)
Abbreviate EGRABBER INC. (Value is abbreviated)
Page No: 17
Customize AddressGrabber
Click OK to save settings.
2.6.2. Format E-mail field
Click the E-mail tab
You can setup format option for two e-mail fields. Select a field under the E-mail Tab. Example: E-mail.
Select a format for the e-mail field under the E-mail Format
Figure 17: Format Email field
None: This option is selected by default. Select this option to transfer the value as it appears in the selected
contact information.
First Name Last Name: Assign the Contact's First Name and Last Name along with e-mail address.
Example: If the first name is “William” and last name is “Stevenson” then the e-mail address is assigned as
“William Stevenson <william@egrabber.com>”.
Last Name, First Name: Assign the Contact's Last Name and First Name along with e-mail address.
Example: If the transferred name is “William Stevenson” then the e-mail address is assigned as “Stevenson
William <william@egrabber.com>”.
E-mail: Transfers only the e-mail ID to your destination. Example: <<william@egrabber.com>>.
Click OK. The contact information is transferred to your destination in the formatted mode.
2.7. Add / Hide Applications
At the time of installation, AddressGrabber automatically detects the applications available in your System
and displays them in the AddressGrabber Toolbar.
You can use the Add / Hide Applications window to detect the applications after the installation of
AddressGrabber. You can also add or hide the application icons displayed in the toolbar.
Page No: 18
Customize AddressGrabber
Figure 18: Add/ Hide Applications
Click <<Automatically Add/Hide Applications>> to automatically detect the applications installed in your
system.
To add an application icon to the toolbar, select the application under Available Applications and click
Add>>.
To remove an application icon from the toolbar, select the application under Selected Applications and
click <<Remove.
Click OK to save the settings.
2.8. My Address – Save your personal details
Click My Address to save your personal details. This option already contains the information you have
entered during installation. You can use this information as return address for correspondence.
You can edit the details and add more addresses in the My Address window.
You can select My Address as Source in the AddressGrabber toolbar and transfer the addresses to any
destination.
Click New to create a new address.
Enter the details.
Click Save to save the details.
Click Delete to remove an address.
Page No: 19
AddressGrabber Parse Result Window
Figure 19: My Address
You can select a contact from the Select Contact list to view the corresponding details.
Select Set this address as default to make the currently selected address as default while transferring to
destination applications.
3. AddressGrabber Parse Result Window
When you transfer contact information, the AddressGrabber Parse Result Window appears displaying the
extracted contact details from the source text. You can verify and edit the extracted information and then
transfer the data to your destination.
Page No: 20
AddressGrabber Parse Result Window
The AddressGrabber Parse Result Window contains the following tabs:
Figure 20: AddressGrabber Parse Results window
Contact tab
This tab appears by default and displays the extracted contact information. You can edit this information. In
the bottom of the window, the captured text is displayed.
♦
Verify Address: Click here to verify the address details with the USPS website. When a matching
record is found, the official Postal address format is displayed.
Page No: 21
AddressGrabber Parse Result Window
Figure 21: Address Verification - Result
Click Yes to replace the captured address with official postal address. Select Apply USPS Format (UPPER
CASE) to replace the address in Upper Case.
The USPS address format is normally displayed in Upper Case. If you want to transfer addresses in
the original format or in the format you have setup in the Format Options, then clear this option.
♦
Use Form Fields: When you transfer address from a web form, select this option to transfer the
mapped web form tags to the corresponding fields in your destination application. Refer to Chapter 2 for
more details on mapping web form tags to destination fields.
♦
Use Format Options: Select/clear this option to apply/not apply the format you have setup.
♦
Settings: Click here to modify the default settings. When you click here, a menu appears with the
following options:
Options: Opens AddressGrabber Options window. Refer Chapter 2 for more details on Options.
Link Options: Opens the Link Options window for the selected destination application. You can
customize the transfer options according to the selected application.
Hide / Show Processes Page: To remove or display the Processes tab.
Hide / Show Activities Page: To remove or display the Activities tab.
Hide / Show Format Page: To remove or display the Format tab.
Display parse result window: To show / hide the Address Parse Result window.
♦
Transfer: Click this option to transfer the contact information to your destination.
♦
Cancel: Click this option to close the window without transferring the information.
♦
Parse Again: Click here to capture the information again. You can use this option when you have any
changes in the Address Confirmation Window, and you want to revert to the original information.
User Fields tab
Displays default values of user fields you have entered for ACT!, GoldMine, and Outlook.
Refer to Adding default values to the user fields for more details.
Page No: 22
Check for Duplicates
Processes tab
Displays Processes attached to the contact while transferring to GoldMine. You can also attach new
processes in this tab.
Activities tab
Displays Activities attached to the contact while transferring to ACT! or GoldMine. You can add, edit or
delete the activities in this tab.
Format tab
Click this tab to format the values of the Contact and Email fields in the address. The same options are also
available in the Format Options window. You can setup to format all the addresses being transferred by
using the Format Options. If you want to change the format for a specific address, use the Format tab in
the Confirmation Window.
The Contact tab and the Format tab are displayed for all the applications. The other tabs are displayed
or hidden according to the selected destination application.
User Fields tab: Displayed for ACT!, GoldMine, and Outlook.
Processes tab: Displayed for GoldMine.
Activities tab: Displayed for ACT!, GoldMine and Outlook.
4. Check for Duplicates
You can check for duplicate information while transferring to database applications like ACT!, GoldMine, and
Outlook.
Right click the destination icon in the toolbar and select Link Options.
In the Link Options window, click the Transfer Setup or the Duplicate Check tab.
Figure 22: Check for duplicates – Outlook
Page No: 23
Check for Duplicates
Under Select Transfer Mode,
(a) Select Always add as new Contact to add the duplicate as a new contact to your database.
Example:
Existing Address
Incoming Candidate
Address
William Stevenson
William Stevenson
14471, Big Basin Way,
14471, Big Basin Way,
Saratoga, CA 95070, USA
Saratoga, CA 95070, USA
Transfer Mechanism
A new contact “William Stevenson”
is created.
(b) Select Update if contact exists to update an existing contact in your database.
Example:
Incoming Candidate
Address
Existing Candidate Address
William Stevenson
William Stevenson
14470, Big Basin Way,
14471, Big Basin Way,
Saratoga, CA 95070, USA
Saratoga, CA 95071, USA
Transfer Mechanism
The existing contact is updated
with the incoming contact.
(c) Select Warn if contact exists to get a warning message when you transfer a duplicate contact to your
database. During the transfer of a duplicate contact, a Contact Linker dialog box appears with the
following options:
Figure 23: Contact Linker - Outlook
Select
Add as New contact
Update existing contact
Skip contact
To do…
Adds the duplicate record as a new record in your
database.
Updates an existing record with the new incoming details in
your database.
Cancel transferring the duplicate record to your database.
If more than one contact exists in the database that matches the incoming record, then the Update
option is disabled in the above dialog box. In this case, you can select to add the duplicate record as a new
record or cancel transferring the record to your database.
(d) Select Cancel if contact exists to cancel transferring the duplicate contact to your database.
Page No: 24
Transfer using Contact Managers
When you select any of the above options except Always add as new contact, the fields under Select
Fields for Duplicate Check are made available. Select a single field or multiple fields to check for duplicate
values.
The values of the selected fields are checked while transfer and if the data is already found in the
destination application, then the duplicate record is handled according to the selected transfer mode.
Example for Duplicate Check: Set the Option “Warn if Contact Exists “ and select the
fields “Name” & “E-mail”.
Incoming Address
Existing Address
William Stevenson
William Stevenson
14471, Big Basin Way,
14471, Big Basin Way,
Saratoga, CA
Saratoga, CA
USA 95070
USA 95070
Sales@egrabber.com
Support@egrabber.com
Robin Williams
Robin Williams
14471, Big Basin Way,
14871, Big Basin Way,
Saratoga, CA
Saratoga, CA
USA 95070
USA 95070
Sales@egrabber.com
Sales@egrabber.com
Transfer Mechanism
Although name of the incoming contact
matches the existing contact, the email
is different. Therefore, a new contact is
created in your database.
In this case, the name and e-mail of the
existing contact match the incoming
contact. A Contact Linker dialog box
appears displaying different options.
You can select to update the existing
contact or add it as a new contact or
cancel transferring the duplicate contact
to your database.
Bring Contact to the forefront after the transfer: Select this option to view the transferred
Contact.
Click OK.
The tab to check for duplicates appears as either Transfer Setup or Duplicate Check, according to
the selected destination application.
5. Transfer using Contact Managers
You can transfer addresses using the Contact Managers like ACT!, GoldMine and Outlook. You can also
setup the transfer options according to your requirements.
5.1. ACT!
You can transfer contact information using the following versions of ACT!.
ACT! 2010 / 2009 / 2008 / 2007 / 2006 / 2005 / 2000 (6.0)
You can use ACT! as both source and destination.
Page No: 25
Transfer using Contact Managers
5.1.1. Setup Transfer Options for ACT!
You can setup the following transfer options for ACT! using the Link Options.
Setup to transfer from or to different address sections, i.e., Home /Business / Both.
Setup Form tags while transferring from web forms.
Check for Duplicates.
Schedule Activities for transferred contact.
Right click the ACT! Icon in the toolbar and select Link Options to setup ACT!
If the ACT! Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Setup to Login
When you select ACT! 2010 / 2009 / 2008 / 2007 / 2006 / 2005 / 2000 (6.0) as destination, you need to login
to the database to ensure accurate transfer of data.
In the Link Options window, click the Login tab.
Figure 24: Login to ACT!
Enter ACT! database login details.
Database Path: Name and path of the currently opened database is displayed.
User Name: Enter the login name of your ACT! database.
Password: Enter the ACT! database password.
Click Login.
The message Login Successful is displayed.
Click Apply.
Page No: 26
Transfer using Contact Managers
In ACT! 2010 / 2009 / 2008 / 2007, Transfer of addresses is not possible in the following cases:
♦
If the security level for the user in ACT! 2010 / 2009 / 2008 / 2007 has been set as Browse.
♦
If the login access for the user has been set as Inactive.
♦
If the user has upgraded from previous version of ACT! and not converted the database from previous
version to latest version of ACT!.
Setup to Transfer In
In the Link Options window, click the Transfer In tab.
Figure 25: Setup Transfer In - ACT!
Under Destination Setup:
From the Send To: list select,
♦
Contact: Business Address to add the contact information as the contact's primary address.
This option is selected by default.
♦
Contact: Home Address to transfer the contact information in the 'Home Address' tab of ACT
contact record.
♦
Contact: Business and Home Address to transfer the contact information to both the primary
address and the 'Home Address' section of ACT!.
The following options are available in addition for ACT! 2010/2009/2008/2007/2006/2005.
Select Link to Company, if found option if you want the contact record to be linked to existing
company in ACT!
Select Create Company, if not found to create a new company record in ACT! and link the
contact information that is being transferred to that company.
Select Transfer to Notes section to add the contact record in the 'Notes' of ACT!.
Under Company Details:
Page No: 27
Transfer using Contact Managers
Select Modify Company Details to update the existing company record in ACT! with the new
record being transferred.
Select Transfer Company Address to Company: Billing Address and / or Transfer Company
Address to Company: Shipping Address if you want the address to be transferred to the
appropriate sections in the 'Address' tab of ACT! company record.
Under Customize Extraction,:
Click Add Form Tags… to map the form tags while transferring data from a web form.
In ACT! 6.0/2000, you can find the Add Form tags option in the Transfer Setup tab.
Refer to Chapter 2 for more details on mapping web form tags.
The following option is available in addition for ACT! 2010/2009/2008/2007.
Select Prompt if contact record has restricted fields to get a warning message if ACT! 2010 /
2009 / 2008 / 2007 database contains any user-restricted fields.
♦
In the warning message that appears, click Yes to transfer the record. The information is
transferred to all the fields except the restricted fields. The restricted fields are left blank for the
transferred record.
♦
Click No to cancel the transfer of record.
Click OK to save the settings.
Setup to Transfer Out
In the Link Options window, click the Transfer Out tab.
Figure 26: Setup Transfer Out - ACT!
From the Send To: list select,
♦
Contact: Business Address to transfer contact information from the Business Section. This
option is selected by default.
♦
Contact: Home Address to transfer the contact information from the Home Section.
Page No: 28
Transfer using Contact Managers
Transfer out First Name Prefix: Select this option to transfer the details in the salutation field. Use
this option to create form letters, mailing labels, envelopes, or catalogs using mail merge in
Microsoft Word.
In ACT! 6.0 / 2000, the above option is displayed as Transfer out Salutation Field.
Setup to check for duplicates
In the Link Options window, click the Duplicate Check tab.
Select the Transfer Mode and the fields to be checked for duplicates.
Figure 27: Setup Duplicate Check - ACT!
Refer to Chapter 4 for more details about the Duplicate Check.
In ACT! 6.0/2000, the duplicate check options are available under the Transfer Setup tab. You can
also find the Add Form tags option in this tab to map the form tags.
Setup to Schedule Activity
You can attach, schedule and prioritize activities like "Calls, Meetings, Appointments" for the contacts
transferred to ACT!. The activity created and scheduled for the transferred contact is displayed in the Activity
tab of the contact in ACT!. You can attach activities for a single or multiple contact(s).
In the Link Options window, click the Activity tab.
Page No: 29
Transfer using Contact Managers
Figure 28: Activity Setup - ACT!
To create a new activity:
Click New. In the Activity Settings window, enter the following settings:
Figure 29: Create a New Activity in ACT!
Activity type: Select an activity "Call", "Meeting", or "To-do" from the list.
No of Days: Enter the number of days counting from the present day when you want to perform the activity.
For Example, if you type 5 days then it executes the activity on the 5th day counting from the present day.
Time: Enter the time to perform the activity. The current system time is displayed by default. Enter a time or
click the arrow to select time. The Time selector shows the time slots with a difference of 30 minutes.
Duration: Enter the time duration you want the activity to last. For Example, if your calls last for 30 minutes,
then type 30 in the Duration box.
Scheduled With: The name of the contact to which you have attached and scheduled the activity is
displayed when you transfer records to ACT!.
Page No: 30
Transfer using Contact Managers
Regarding: Select a description for the activity from this list.
Priority: Select High, Medium or Low from the list to prioritize your activity.
Ring alarm: Set an alarm to remind you of a scheduled activity. Select a time from the list. For Example: If
you select 30 minutes from this list, the alarm displays an alert message 30 minutes before the time at which
the activity has been scheduled.
Save activity as: Enter a name to save the activity.
Confirm before transfer: Select this option to view the scheduled activity when the contact information is
transferred to ACT!
Schedule this activity for: This option is available for ACT! 2010 / 2009 / 2008 / 2007 only. The existing
database user names are displayed in this drop-down list. You can select the user name from this list. The
activity is attached to the selected user name.
Click OK to save the settings.
The name of the activity is displayed under Attach selected activities while transferring to ACT!.
You can create more activities by repeating the above steps. You can select/clear the activity names to
activate/deactivate the process during transfer of addresses.
To edit an activity:
Select the activity displayed under Attach selected activities while transferring to ACT!
Click Edit and make changes in the Activity Settings.
Click OK.
To delete an activity:
Select the activity displayed Attach selected activities while transferring to ACT!
Click Delete.
Click OK.
Click Refresh to reflect any changes made in activity schedule.
Open ACT's native window: Select this option to display Schedule Activity window when the information
is transferred to ACT!
Last transferred activity: Select this option to view Schedule Activity window with the activity
you have setup in the Activity tab. You can modify the settings before transferring to the
application.
Create a new activity: Select this option to schedule a new activity in the Schedule Activity
window.
Click OK to save the settings.
You can schedule activities in the same method for ACT! 2006 / 2005 / 2000 (6.0)
5.1.2. Transfer from ACT!
You can transfer contacts from ACT! and the e-mail client to any destination application.
Open ACT! and select the contact record to be transferred.
Ensure that ACT! icon is selected as Source in the AddressGrabber toolbar
Page No: 31
Transfer using Contact Managers
Click the destination icon in the toolbar to which the address should be transferred.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
5.1.3. Transfer into ACT!
You can transfer the contact as:
New individual contact
New company contact
To transfer the contact:
Highlight the contact information to be transferred.
Click the ACT! Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into ACT! into the Business / Home / Both the sections according to the
option you have setup in the Transfer In tab.
Ensure that ACT! is open.
5.2. GoldMine
You can transfer addresses using the following versions of GoldMine.
GoldMine 8.x / 7.5 / 7.x / 6.x
You can use GoldMine as both source and destination.
5.2.1. Setup Transfer Options for GoldMine
You can setup the following transfer options for GoldMine using the Link Options.
Setup Form tags while transferring from web forms.
Check for Duplicates.
Schedule Processes
Schedule Activities for transferred contact.
Right click the GoldMine Icon in the toolbar and select Link Options to setup GoldMine. A setup wizard
opens and guides you through the setup process.
If the GoldMine Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Page No: 32
Transfer using Contact Managers
Setup to Login
As you click Link Options, the login window appears.
Figure 30: Login to GoldMine
Click Get GoldMine Details and the following details are retrieved automatically:
System Directory: Displays the location and path of your GoldMine application.
GoldMine Directory: Displays the location and path of your calendar database.
Common Directory: The common Directory option automatically locates your database of
GoldMine you are currently accessing.
Username: The username of GoldMine database is displayed here.
Password: Enter your GoldMine database password and click Login.
The message Logged in successfully appears in the Status area.
Click Next.
Page No: 33
Transfer using Contact Managers
Setup to check for Duplicates
In Transfer Setup window select the transfer mode and fields to be checked for duplicates.
Figure 31: Duplicate Check – GoldMine
Refer to Chapter 4 for more details about the Duplicate Check.
Setup to Transfer In
Here you can customize settings to automatically attach Phone/Fax area codes, attach notes to a contact,
add map tags and set default values while transferring web forms to your database.
Figure 32: Setup to Transfer In – GoldMine
Page No: 34
Transfer using Contact Managers
To do ...
Select
Insert Default Area Code
Automatically pick up the missing area code of Phone and Fax if
available in the source application.
Add Form Tags
Map the web form tags to the fields available in GoldMine.
Refer to Chapter 2 for more details on mapping web form tags.
Transfer to Notes section Transfer the original text of the captured information to the notes
section in GoldMine for future reference.
After selecting the required options, click Next.
Attach Processes in GoldMine
You can attach processes follow up the contact.
In the Processes window, select Attach Process after transferring records to GoldMine® to enable the
list of processes.
Figure 33: Attach processes to GoldMine
Select the process to be attached for a contact.
After the transfer, the process is triggered to a contact and is attached in the Tracks tab of GoldMine
database.
Click Next.
To schedule processes, you must have the Schedule rights option enabled in GoldMine > File >
Configure > User's Settings.
Schedule activities to a contact
In the Activities window, you can create an activity and attach to a contact.
Click New and select the type of activity to be scheduled.
Page No: 35
Transfer using Contact Managers
Figure 34: Attach Activities to a contact
The following activities are available:
Activity
Description
Call
To schedule call for a contact in the future.
Next Action
To schedule manual tasks, such as sending literature, delivering
samples and shipping products etc.
Appointment
To schedule, date-specific meetings with contacts. Appointments can
also be used to schedule conference calls.
Literature Request
To schedule fulfillment and shipping of brochures, price lists and other
types of mass-printed documentation to contacts.
Forecasted Sale
To schedule activities indicating the anticipated close date of a pending
sale with one of your contacts.
Other Action
To schedule miscellaneous activities that fall outside the other activity
categories defined in GoldMine.
To-do
To prioritize the activities that do not have an activity date and appear
on a separate To-do list, rather than the date-based Scheduled
Activities windows.
Event
To have date-specific activities scheduled for one or more days, such
as conferences and conventions.
Page No: 36
Transfer using Contact Managers
The activities created are displayed under Schedule activities while transferring to GoldMine.
To edit an activity, select the activity from the list and click Edit.
To delete an activity, select the activity from the list and click Delete.
Open GoldMine's Native window: Select this option to display Schedule Activity window when the
information is transferred to GoldMine.
Select the required activity from Select Activity list. While transferring a contact, the selected activity
window appears in GoldMine. You can edit the settings for the activity and then transfer the details into
Goldmine.
After creating the required activities, click Finish.
Now you can transfer addresses from or into GoldMine.
5.2.2. Transfer from GoldMine
You can transfer contacts from GoldMine into any destination application.
Open GoldMine and select the contact record to be transferred.
Ensure that GoldMine is selected as Source in the AddressGrabber toolbar
Click the destination icon in the toolbar to which the address should be transferred.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
5.2.3. Transfer into GoldMine
To transfer the contact:
Highlight the contact information to be transferred.
Click the GoldMine Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into GoldMine database.
Ensure that GoldMine is open.
Page No: 37
Transfer using Contact Managers
5.3. Outlook
You can transfer addresses using the following versions of Outlook.
Outlook 2007/2003/2002/2000
You can use Outlook as both source and destination.
5.3.1. Setup Transfer Options for Outlook
You can setup the following transfer options for Outlook using the Link Options.
Setup to transfer from or to different address sections, i.e., Home /Business / Both.
Setup Form tags while transferring from web forms.
Check for Duplicates.
Schedule Activities for transferred contact.
Right click the Outlook Icon in the toolbar and select Link Options to setup Outlook.
If the Outlook Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Setup to Transfer In
In the Link Options window, click the Transfer In tab.
Figure 35: Outlook - Transfer In Setup
Under Settings:
From the Send To: list select,
♦
Business Address to transfer the contact information as the primary address. This option is
selected by default.
♦
Home Address to transfer the contact information in the 'Home Address' tab
♦
Both Addresses to transfer the contact information to both the primary address and the 'Home
Address' section.
Transfer to Notes section: Select this option to add the contact record to the ‘Notes’ section.
Page No: 38
Transfer using Contact Managers
Under Customize Extraction,:
Click Add Form Tags… to map the form tags while transferring data from a web form.
Refer to Chapter 2 for more details on mapping web form tags.
Click OK to save the settings.
Setup to Transfer Out
In the Link Options window, click the Transfer Out tab.
Figure 36: Outlook – Transfer Out Setup
From the Send Out: list select,
♦
Business Address to transfer contact information from the Business Section. This option is
selected by default.
♦
Home Address to transfer the contact information from the Home Section.
Click OK.
Setup to check for duplicates
In the Link Options window, click the Duplicate Check tab.
Select the Transfer Mode and the fields to be checked for duplicates.
Refer to Chapter 4 for more details about the Duplicate Check.
Setup to Schedule Activity
You can attach, schedule and prioritize activities like " Appointments, Task, Journal" for the contacts
transferred to Outlook. The activity created and scheduled for the transferred contact is displayed in the
Activity tab of the contact in Outlook.
In the Link Options window, click the Activity tab.
Page No: 39
Transfer using Contact Managers
Figure 37: Schedule Activity - Outlook
Schedule Appointments, Journals and Tasks
You can attach and schedule Appointments, Tasks, and Journal Entries for the contacts transferred to your
application. The activity created and scheduled for the transferred contact is displayed in the Activity tab of
the contact in Outlook.
Click the Appointment, Task, or the Journal buttons to create new activities.
The name of the activity is displayed under Attach selected activities while transferring to Outlook
2007/2003/2002/2000. You can create more activities by repeating the above steps. You can select/clear
the activity names to activate/deactivate the process during transfer of addresses.
As you transfer records to Outlook, this activity is attached and is scheduled displaying the name of the
transferred contact under Contacts.
To edit an activity:
Select the activity displayed under Attach selected activities while transferring to Outlook
2007/2003/2002/2000.
Click Edit and make changes in the Settings.
Click OK.
To delete an activity:
Select the activity.
Click Delete.
Click OK.
5.3.2. Transfer from Outlook
You can transfer contacts from Outlook Address Book or from Outlook email into any destination application.
Open Outlook Address Book or email and select the contact record to be transferred.
Ensure that Outlook is selected as Source in the AddressGrabber toolbar
Click the destination icon in the toolbar to which the address should be transferred.
Page No: 40
Transfer using Accounting Packages
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
5.3.3. Transfer into Outlook
To transfer the contact:
Highlight the contact information to be transferred.
Click the Outlook Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into Outlook Address Book.
Ensure that Outlook is open.
6. Transfer using Accounting Packages
You can transfer addresses using the Accounting Packages like QuickBooks. You can also setup the
transfer options according to your requirements.
6.1. QuickBooks
You can transfer addresses using the following versions of QuickBooks.
QuickBooks Enterprise 2009 / 2008 / 2007 / 2006
QuickBooks Premier 2009 / 2008 / 2007 / 2006
QuickBooks Pro 2009 / 2008 / 2007 / 2006
You can use QuickBooks as both source and destination.
6.1.1. Setup Transfer Options for QuickBooks
You can setup AddressGrabber to transfer addresses to Customer: Jobs, Vendors, Employees, and Other
Names in QuickBooks Premier. You can also transfer addresses from Invoices, Purchase Orders,
Sales/Receipts, Estimates, Credit Memos/ Refunds, Writer Checks and Sales Order.
Right click the QuickBooks Icon in the toolbar and select Link Options.
If the QuickBooks Icon is not available in the Toolbar, add the Icon by using the Add/Hide
Applications window.
Page No: 41
Transfer using Accounting Packages
Setup to Transfer In
In the Link Options window, click the Transfer In tab.
Figure 38: QuickBooks Premier – Transfer In tab
Send To: Select the list to which the address to be transferred. The available options are:
Customer: Jobs
Vendors
Employees
Other Names
List by: Select the option by which the address to be referred in QuickBooks. The available options
are:
First Name Last Name
Last Name First Name
Company.
Address Type: Select the type of address. The available options are:
Bill To
Ship To
Both
Open Transferred Address: Select this option open the QuickBooks in Edit mode after the
transfer.
Click OK.
Setup to Transfer Out
In the Link Options window, click the Transfer Out tab.
Page No: 42
Transfer using Accounting Packages
Figure 39: QuickBooks – Transfer Out tab
Address type: Select the address section from which the address is to be transferred. The
available options are:
Ship To
Bill To
Show message during transfer: Select this option to display alerts for procedures when you
transfer from Purchase Orders, Invoices, Estimates, Cash Sales, Credit Memos/ Refunds, Write
Checks and Sales Order.
Click OK.
6.1.2. Transfer from QuickBooks
You can transfer contacts from QuickBooks into any destination application.
Open QuickBooks and select the contact record to be transferred. Double-click to open the
address.
Ensure that QuickBooks is selected as Source in the AddressGrabber toolbar.
Click the destination icon in the toolbar to which the address should be transferred.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
6.1.3. Transfer into QuickBooks
To transfer the contact:
Highlight the contact information to be transferred.
Click the QuickBooks Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Page No: 43
Transfer using Accounting Packages
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into QuickBooks.
Ensure that QuickBooks is open.
Check for Duplicates
AddressGrabber checks for duplicate record based on the name of the contact record being transferred.
When a duplicate record is found, the List Duplicates window appears with the following options:
Field Name: The contact fields in QuickBooks Pro are displayed.
Existing Field Values: Existing contact field values are displayed.
Incoming Field Values (New): The values in the contact being transferred. You can edit the data
in this column
Select: Select ACCEPT in this column to save the changes made in the Incoming Field Values
(New) column.
Figure 40: List Duplicates
Reject All: Select this option to cancel the changes.
Update: Select this option to update the existing record.
Add as New: Select this option to add the contact as a new record.
If you select Add as New, edit the duplicate data in Incoming Field Values (New). You cannot
transfer an identical record.
Click Transfer.
Page No: 44
Transfer using Shipping Packages
7. Transfer using Shipping Packages
You can transfer addresses using the Shipping Packages like FedEx.
7.1. FedEx
You can transfer contact information using the following versions of FedEx.
FedEx Ship Manager QuickShip 5.2
FedEx Ship Manager
You can use FedEx as destination only.
7.1.1. Transfer into FedEx
To transfer the contact:
Highlight the contact information to be transferred.
Click the FedEx Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into FedEx.
Figure 41: Address created in FedEx
Ensure that FedEx is open.
8. Transfer using E-mail Clients
You can transfer addresses using E-mail Clients such as Outlook and Outlook Express.
8.1. Outlook Express
You can transfer addresses using the following versions of Outlook Express.
Page No: 45
Transfer using E-mail Clients
Outlook Express 5.0/ 4.72/ 4.71
You can use Outlook Express as both source and destination.
8.1.1. Setup Transfer Options for Outlook Express
You can setup to transfer addresses to different sections in Outlook Express.
Right click the Outlook Express Icon in the toolbar and select Link Options.
If the Outlook Express Icon is not available in the Toolbar, add the Icon by using the Add/Hide
Applications window.
Setup to Transfer In
In the Link Options window, click the Transfer In tab.
Figure 42: Outlook Express – Transfer In tab
From the Send To: list select,
♦
Business Address to transfer the contact information as the primary address.
♦
Home Address to transfer the contact information in the 'Home Address' tab.
♦
Both Addresses to transfer the contact information to both the primary address and the 'Home
Address' section.
Click OK.
Setup to Transfer Out
In the Link Options window, click the Transfer Out tab.
Figure 43: Outlook Express – Transfer Out tab
From the Send First: list select,
Page No: 46
Templates
♦
Business Address to transfer contact information from the Business Section. This option is
selected by default.
♦
Home Address to transfer the contact information from the Home Section.
Click OK.
8.1.2. Transfer from Outlook Express
You can transfer contacts from Outlook Express Address Book or from Outlook Express email into any
destination application.
Open Outlook Express Address Book or email and select the contact record to be transferred.
Ensure that Outlook Express is selected as Source in the AddressGrabber toolbar
Click the destination icon in the toolbar to which the address should be transferred.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
8.1.3. Transfer into Outlook Express
To transfer the contact:
Highlight the contact information to be transferred.
Click the Outlook Express Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into Outlook Express Address Book.
Ensure that Outlook Express is open.
9. Templates
You can create templates to transfer addresses using Clipboard, DYMO Label Software and Microsoft Word.
9.1. Working with Templates
Templates are used to add, modify, or edit settings for the fields you transfer to Clipboard, DYMO Label
Software, and Microsoft Word.
Right click the Destination Icon in the toolbar and select Link Options.
In the Link Options window of the selected application, Click Edit.
You can create, edit, and delete templates here.
Page No: 47
Templates
Figure 44: Template
Menu Options in Template
Template Menu
New: Create a new template.
Open: Open an existing template.
Delete: Delete the template.
Save: Save the template.
Save As: Save the template in other name.
Exit: Close the template window
Insert Fields menu
<Firstname> <Lastname> <Jobtitle> <Department> <Company> <Address1> <Address2> <City>
<State> <Zip> <Country> <E-mail> <E-mail2> <Phone1> <Ext1> <Phone2> <Ext2> <Fax>
<Mobile> <Pager> <Web>
Select a field to be included in a new or existing template.
The selected field is automatically inserted in the template.
Format menu
Word Wrap: Automatically wraps the fields in the next line instead of a continuous lining of fields.
Font: You can change the font, size of the fields.
Help menu
Help: Displays Help Topics
About: Displays Information about Version of Template.
Page No: 48
Templates
Toolbar Options in Template
Click...
To do this...
Create a new template.
Open an existing template.
Save the template.
Delete a template
Format the text as Bold.
Format the text as Italics.
Underline the text.
Select the font
Select the font size
Select the color for template.
Creating a New Template
Click Add in the Template window.
Enter a name in the Enter Template Name: box for the new template
Enter the format and order of the fields in the Enter Template Format: window.
Click Save.
Click OK to close the Template window.
You can use only the following Fields in a Template.
Figure 45: Template Fields supported
Page No: 49
Transfer using Microsoft Office Applications
You can rearrange the order of fields.
You can create more number of templates by repeating the above steps.
10. Transfer using Microsoft Office Applications
You can transfer addresses using Microsoft Excel, Microsoft Word, and Word Perfect.
10.1. Microsoft Excel
You can transfer addresses using Excel 2007/2003/2002/2000.
You can use Excel as destination only.
10.1.1. Setup Transfer Options for Excel
You can setup to transfer into a new or existing Excel File.
Right click the Excel Icon in the toolbar and select Link Options.
If the Excel Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Figure 46: Excel – Select / Create a File
Setup to transfer to an existing Excel file
Transfer to an existing Excel Workbook: Select this option to transfer addresses to an existing
Excel file.
Select the Excel Workbook: Click
Browse and locate your Excel file.
Select the file and click Open.
Click Next to Select Fields in the existing Excel File.
next to this option to open an existing Excel file.
Select Fields in Excel
When you select an existing Excel file and click Next, the Select Fields dialog box appears where you can
select the sheet and column headings.
Page No: 50
Transfer using Microsoft Office Applications
The left pane displays all the sheets in the file and the right pane displays the column headings available in
the selected sheet.
From the left pane, select the sheet(s) to which you want to transfer your records. The first sheet is selected
by default.
The column headings present in the first row of the sheet are displayed by default in the right pane.
Select the fields to which you want to transfer the address details.
You can select multiple sheets from your Excel File. Example: Select Sheet1 and select the fields of
this sheet in the right panel. To select the next sheet click on Sheet2 and select fields from this sheet. When
you select Sheet2, the already selected Sheet1 appears in blue color.
Select the row containing the column header: Select the row number that holds the column headings, if
no fields are displayed under Select Column(s).
Select the starting row for entering new information: Select the row number from where you want to
insert the transferred records.
The values of the row numbers can be different for each sheet.
Example: For Sheet1 row numbers can be 3,4 and for Sheet 2 the row numbers can be 2,3.
Check All: Click here to select all the column headings.
Clear: Click here to remove the selection of all the column headings.
Turn off the warnings while transferring: Select this option to hide the warning messages during transfer.
Click Next.
To continue with the next step refer to Map Fields.
Setup to transfer to a new Excel File
Create a new Excel Workbook: Select this option to transfer addresses to a new Excel file.
Click
next to this option.
Enter the name of your Excel file.
Click Save. A new Excel file is created with the specified name.
Page No: 51
Transfer using Microsoft Office Applications
Click Next to Create Excel Fields.
10.1.2. Create Excel Fields
After creating a new Excel File, you have to create column headings.
By default, three sheets of the new Excel file are displayed in the left pane.
Figure 47: Create Excel Fields
Select a sheet from the list to which you want to transfer your records. The first sheet is selected by default.
Click Add/Edit Fields to create column headings for the selected sheet.
Enter your field names in the Edit Fields window. You can also edit the fields. Click OK to save.
Figure 48: Add / Edit Excel Fields
The field names are displayed under Fields.
By default, all the column headings are selected. You can select/clear the fields.
Check All: Click here to select all the column headings.
Clear All: Click here to remove the selection of all the column headings.
Page No: 52
Transfer using Microsoft Office Applications
Click Next to map the fields.
Map Excel Fields
After selecting the excel fields, you can map the fields of your Excel Sheet to the internal fields used by
AddressGrabber.
If you have provided the field names in the Excel file, the same as the internal fields used by
AddressGrabber, then the contact field names are automatically mapped with the Excel column headers.
Figure 49: Map Excel Fields
Excel Column Headers: Select column heading that you want to map to the contact field.
Example: Map "Sheet1.City" field to "City".
Click Auto-Map to automatically map the fields.
Click Clear-Map to clear all the mappings.
Select Bring Excel to forefront after transfer to view the Excel Sheet with transferred contact.
Click Finish to save the settings.
10.1.3. Transfer into Excel
To transfer the contact:
Highlight the contact information to be transferred.
Click the Excel Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into Excel Work Book.
Ensure that Excel Sheet is open.
Page No: 53
Transfer using Microsoft Office Applications
10.2. Microsoft Word
You can transfer addresses using Word 2007/2003/2002/2000.
You can use Word as destination only.
10.2.1. Setup Transfer Options for Word
You can set to transfer addresses to a mail merge document or to insert in the cursor position of a word
document.
Right click the Word Icon in the toolbar and select Link Options.
If the Word Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Figure 50: Link Options - Word
Under Address Destination, select
To Cursor: To transfer to the cursor position in Word Document.
♦
Select the Template format from To Cursor - Format of pasted label.
Click Edit to add or edit the templates.
Fill Word Form: To transfer to a mail merge document.
♦
Select the mail merge document from Fill Word Form – Currently Selected Form.
♦
Click Remove to delete the currently displayed form.
♦
Click New to add a new Mail Merge document.
•
The Add Forms dialog box appears. Select the mail merge document and click Open.
•
In the Form Alias dialog box enter the form name and click OK.
Click OK to save the settings.
Page No: 54
Transfer using Microsoft Office Applications
10.2.2. Transferring Addresses to Cursor Position in Word Document
To transfer the contact:
Highlight the contact information to be transferred.
Click the Word Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred to Word Document.
10.2.3. Transferring Addresses to Mail Merge Document
To transfer the contact:
Highlight the contact information to be transferred.
Click the Word Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred to Word Document.
Figure 51: Address Transferred to Mail Merge Document
Page No: 55
Transfer into Online Web forms
10.2.4. Create a Form Letter
Setup the main document in Word.
Refer to the Help Topics in Microsoft Word for details to setup a main document for mail merge.
The following field names can be added to form letter. The fields in the For Return address column must be
manually created and added to the Word Data Source.
For To address
For Return address
First Name
MyFirstName
Last Name
MyLastName
JobTitle
MyJobTitle
Company
MyCompany
Address1
MyAddress1
Address2
MyAddress2
City
MyCity
State
MyState
PostalCode
MyPostalCode
Country
MyCountry
WorkPhone
MyWorkPhone
Web
MyWebsite
If you want to add Return address in your form letter, insert the fields (from the Return address column) in
the appropriate places.
On transferring an address to this document, relevant fields from My Address application are filled up in the
Return address fields.
To fill a different address as your return address, change the default address setup in My Address
application.
11. Transfer into Online Web forms
You can transfer addresses into your Online Web forms using FormFill.
11.1. FormFill
You can map the web form tags to corresponding fields and transfer the addresses.
11.1.1. Setup Transfer Options for FormFill
You can map the form tags and assign default values to the fields in the web form.
Page No: 56
Transfer into Online Web forms
Open your online Web form.
Figure 52: Online Web Form
Right click the FormFill Icon in the toolbar and select Link Options.
If the FormFill Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Map Form Tags
To transfer addresses to Online Web forms, map the tags from the fields available in your source application
to the Online Web form tags.
You can map the tags automatically or manually.
Page No: 57
Transfer into Online Web forms
Figure 53: FormFill - Link Options
Map tags automatically
In the Link Options window, click Map Form Fields.
Step 1: Select form fields extraction method
Select Automatically Extract and click Next.
Page No: 58
Transfer into Online Web forms
Figure 54: Map Tags Automatically
Step 2: Map field names in form to Application
The Online Web form tags are automatically mapped to the predefined tags of AddressGrabber.
Page No: 59
Transfer into Online Web forms
Figure 55: Map Field Names
Under Select Web Form, the URL of currently active online form is displayed. Click the down
arrow to view the list of URLs opened in multiple browsers. You can select another form from this
list. The mapped fields are automatically updated according to the selected web form.
Field Name on Form: Displays the tags of the currently active web form.
Mapped Fields: Click to map the fields.
Values to enter: Add values to be transferred.
Show Internal Tags: Select to display the internally built-in tags in the web forms. By default, this
option is selected.
Show Mapped Fields: Select this option to view the mapping of web form fields to the pre-defined
fields.
Save Map: Click to save the mapping.
Delete Saved Maps: Click to delete the entire mapping of the form.
Map Automatically: Click to map the fields automatically.
Clear: Click to clear the mapping.
Test Map: Enter sample data under Values to enter and click here to test the transfer.
Click Finish.
Page No: 60
Transfer into Online Web forms
Special Fields supported in Form Fill
Apart from the standard contact details, you can also map special fields to the web form tags. Click any field
under Mapped Fields to select the special fields and map them to the web form fields.
AddressGrabber supports the following special fields:
Special Fields
Consist of:
Address Block
Address1, Address2, Address3, City, State,
Zip and Country.
Mailing Address with Title
Salutation, First Name, Last Name, Job
Title, Company, Address1, Address2,
Address3, City, State, Zip and Country.
Mailing Address without Title
Salutation, First Name, Last Name,
Company, Address1, Address2, Address3,
City, State, Zip, Country.
Mailing Address (All Details)
Salutation, First Name, Last Name, Job
Title, Company, Address1, Address2,
Address3, City, State, Zip, Country, Phone,
Fax, Mobile, Pager, E-mail id and Website.
All Details with Tags
Transfers all the fields with the tagged
information to the selected web form field.
When you map a special field to a web form field, all the fields that are available in the special field are
transferred to the selected web form field.
You can also view the special fields in the Form Info tab of AddressGrabber Parse Results window
during transfer.
Map tags manually
In the Link Options window, click Map Form Fields.
Step 1: Select form fields extraction method
Select Preview/ Edit extract settings and click Next.
Step 2: Map field names in form to Application
Select a tag in left pane and in the right pane type your web form tag or field.
You can enter a single tag per line. Press Enter and enter multiple tags for a pre-defined field to save web
form mapping for various forms.
Page No: 61
Transfer into Online Web forms
Figure 56: Preview/ Edit Tags
Enter Default Value: Enter the default value to be assigned to the selected field.
Transfer Default Value: Select this option to transfer the default value to the corresponding field.
Click Finish.
11.1.2. Transfer addresses into Online Web Form
Open your Online Web form.
Highlight the contact information to be transferred.
Click the FormFill Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Page No: 62
Transfer into Online Web forms
Figure 57: AddressGrabber Parse Results window - FormFill
Verify and Edit the details if required.
Click Transfer.
The Form Info tab appears only when you are transferring into Online Web Forms. The Contact and
Format tabs contain the same options as available for other applications.
The address is transferred to your Online Web form.
Page No: 63
Transfer into Online Web forms
Figure 58: Address transferred to Online Web Form
Transfer Personal details
You can transfer your personal information to any online web form.
In the Link Options window, click the My Profile tab.
Enter your personal information.
Figure 59: Enter your personal details in My Profile tab
Click OK.
Page No: 64
Print addresses using AddressGrabber
Whenever required, this personal information can be transferred to any online web form.
Open Online Web form.
Map the Online Web Form Tags.
Right click the FormFill Icon in the AddressGrabber toolbar and select Send My Profile.
The information you have entered in My Profile tab is automatically transferred to your Online Web form.
12. Print addresses using AddressGrabber
You can print addresses using DYMO Label printer.
We will see first to store default address for transferring using My Address Book that comes along with the
product.
12.1. DYMO LabelWriter
You can transfer contact information using DYMO LabelWriter 6.0
You can use DYMO LabelWriter as destination only.
12.1.1. Setup Transfer Options for DYMO LabelWriter
You can setup a template to transfer addresses and select a printer to print the addresses.
Right click the DYMO LabelWriter Icon in the toolbar and select Link Options.
If the DYMO LabelWriter Icon is not available in the Toolbar, add the Icon by using the Add/Hide
Applications window.
Setup to Transfer In
In the Link Options window, click the Transfer In tab.
Figure 60: DYMO LabelWriter - Transfer In
Under Send To:
DYMO Label Software: Select to capture and save the addresses that can be printed later.
DYMO Label Writer: Select to print the labels directly.
Page No: 65
Print addresses using AddressGrabber
Under Label Settings,
Label Files: Select the template to be used to transfer into DYMO Label Software main window.
Label Object: The objects are displayed in this list based on the selected template. Select the
Object to which the address is to be transferred.
Under Contact Format,
Select the format in which the addresses to be transferred from the list.
Click Edit to create your own template format.
Click OK.
Miscellaneous Setup
In the Link Options window, click the Miscellaneous tab.
Figure 61: DYMO LabelWriter - Miscellaneous setup
From the Printer Name list, select the printer to be used for printing the labels.
Click OK.
12.1.2. Transfer into DYMO Label Software
Highlight the contact information to be transferred.
Click the DYMO LabelWriter Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into DYMO Label Software in the selected Label Format.
Page No: 66
Exporting addresses using Data Export
Notes:
♦
To view the transferred address, the DYMO LabelWriter must be maximized.
♦
In DYMO Label Software, when the Label File selected and the Label displayed in DYMO Label
Software are not the same, then the address is not transferred. Open DYMO Label Software and
ensure that the correct label is appearing for the selected template.
12.1.3. Print Labels in DYMO LabelWriter
Highlight the contact information to be transferred.
Click the DYMO LabelWriter Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The address is printed in DYMO printer in the selected label format.
You can print label objects for Addresses only.
13. Exporting addresses using Data Export
You can export the addresses to a text file as Commas Separated or Tab Separated file. This text file can be
imported to any application that supports the CSV format.
13.1. Setup to Export Addresses
You can setup to export with a specific separator, file name to save the exported data and other options.
Right click the Data Export Icon in the toolbar and select Link Options.
If the Data Export Icon is not available in the Toolbar, add the Icon by using the Add/Hide
Applications window.
Setup to Export
In the Link Options window, click the Data Export Link Options tab.
Page No: 67
Exporting addresses using Data Export
Figure 62: Data Export Link Options
Under Transfer Options, you can select the fields to be exported along with the data.
Export field names: Select this option to export the field names (Name, Address, City and so on)
that are saved as headers for the fields in the destination file. If you do not want to have headers,
then clear this option.
Send date and time: Select this option to export the date and time of transfer.
Under Select field separator, you can select the format in which the contact details are to be transferred.
Tab: The data is separated by a Tab space and exported.
Comma: The data is separated by a comma and exported.
Under File name and location, you can select the file name and path to save the exported file.
Click
and select the location. Enter the filename and click Save.
View: Click to view the file that contains the contact details. The file displays data only after transfer.
Clear the file: Click to delete the contents of the file.
Show list after transfer: Select this option to open the file after transferring the contact.
Click Apply to save the settings.
The Export field names option is enabled only when the destination file is not containing any data.
Click Clear to delete the contents of the file so that this option is enabled.
Page No: 68
Exporting addresses using Data Export
Add / Remove User Fields
In the Link Options window, click the UserFields tab.
Figure 63: Data Export - User Fields
To Add User Field:
Enter the name of the field in the text box provided before the Add button. Example: User1
Click Add. The field entered is displayed under UserFields.
Click Apply to save.
You can create 18 user-defined fields in this tab.
To Delete User Field:
Select the user field name displayed under UserFields.
Click Remove. The user field name is removed from UserFields.
Click Apply to delete.
can add or delete the user fields only when the destination file is not containing any data. Click Clear in
the Data Export Link Options tab, to delete the contents of the file.
13.1.1. Exporting addresses
Highlight the contact information to be transferred.
Click the Data Export Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
Page No: 69
Transfer using other applications
Figure 64: Address transferred to Data Export file
The selected address information is transferred to a text file in CSV format.
14. Transfer using other applications
You can transfer addresses using other applications like Clipboard and Notepad.
14.1. Clipboard
Clipboard can be used as both source and destination.
14.1.1. Setup transfer options for Clipboard
Right click the Clipboard Icon in the toolbar and select Link Options.
If the Clipboard Icon is not available in the Toolbar, add the Icon by using the Add/Hide Applications
window.
Figure 65: Clipboard Link Options
Select a template from the Template for RTF format list and click OK.
Click Edit to create a new template.
Click OK.
Refer Chapter 11 for more details on creating a template.
Page No: 70
Transfer using other applications
Now you can transfer addresses from any source application to Clipboard.
14.1.2. Transfer from Clipboard
You can transfer contacts from Clipboard into any destination application.
Copy an address to Clipboard.
Ensure that Clipboard is selected as Source in the AddressGrabber toolbar
Click the destination icon in the toolbar to which the address should be transferred.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
14.1.3. Transfer into Clipboard
To transfer the contact:
Highlight the contact information to be transferred.
Click the Clipboard Icon in the AddressGrabber toolbar.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The Contact is transferred into Clipboard in the selected template format.
The data in Clipboard can be re-directed to any application.
14.2. Notepad
Notepad can be used as a source application.
Ensure that Notepad is selected as Source in the AddressGrabber toolbar
Click the destination icon in the toolbar to which the address should be transferred.
AddressGrabber Parse Result window is displayed.
Verify and Edit the details if required.
Click Transfer.
The contact is transferred to the selected destination application.
If your destination application supports double address section, then you can transfer addresses to
both the sections (Business and Home). Select the option “Both addresses” in the Transfer In tab of the
destination Link Options.
Page No: 71
License Agreement
15. License Agreement
This legal document is an Agreement between you, the end user, and eGrabber (THE COMPANY). By installing this
software, you are agreeing to become bound by the terms of this agreement, which includes a software license and
disclaimer of warranty.
This agreement constitutes the complete agreement between you and the company. If you do not agree to the terms of this
agreement, do not install the software. Promptly return the package and the other items that are part of this product to the
place where you obtained them for a full refund.
1. GRANT OF LICENSE - THE COMPANY grants to you, the licensee, a royalty free non-exclusive right to use this
copy of computer program (the "Software") with the terms set forth in this document.
2. OWNERSHIP OF SOFTWARE - THE COMPANY retains title and ownership of the software recorded on the
original media and all subsequent copies of the software.
3. COPY RESTRICTIONS - The software and accompanying written materials are copyrighted. Unauthorized copying of
any part of the software or of any accompanying written material is expressly forbidden. However, you may make one copy
of the software for your personal backup purposes. You are not permitted to make any copy of the printed material
accompanying the software.
4. BACKUP THIS SOFTWARE - IT IS YOUR RESPONSIBILITY TO MAINTAIN A BACKUP COPY OF THIS
SOFTWARE ON ANOTHER PC OR ON A CD, FOR USE IN THE EVENT OF CATASTROPHIC LOSS SUCH AS
HARD DISK CRASH OR LOSS OF YOUR WORKING PC IN ANY OTHER MANNER.
As a courtesy, THE COMPANY will maintain links to download our software that were sold in the past 365 days on THE
COMPANY’S support web page. If the version of software you purchased is not on the support web page, you will be able
to purchase the latest version at the published upgrade price for the software, after you provide proof of owner of the
original software.
5. TRANSFER RESTRICTIONS - This software is licensed only to you, and you agree that you will not transfer, rent,
loan, sub-license or host the software without the prior written consent of THE COMPANY.
You may only make a one-time permanent transfer of the software in its entirety to another end user, provided you retain
no copies and you transfer all of the software product including all component parts, media and printed materials, upgrades,
this license agreement AND the recipient agrees to the terms of this license agreement.
6. TERMINATION - The License is effective until terminated. The License will terminate automatically without notice
from THE COMPANY if you fail to comply with any provision of this license. Upon termination, you must destroy the
accompanying written materials and all copies of software.
7. DISCLAIMER OF WARRANTY - THE COMPANY does not warrant that functions contained in the software will
meet your requirements, or will operate in combinations which may be selected for use by you, or that the operation of the
software will be uninterrupted or error free, or that any defects that may exist in the Software will be corrected. Errors may
exist in the software.
8. REVERSE ENGINEERING - You may not yourself or through a third party reverse engineer, decompile or
disassemble the software except, and only to the extent such activity is expressly permitted by applicable laws
notwithstanding this limitation.
9. PARTIAL USE - This software may not be used in whole or in part to enhance, create or otherwise assist in the
development of a similar competitive product without express written consent from THE COMPANY.
10. UPGRADE - If this software is issued as an upgrade, you must be properly licensed to use the product identified by
THE COMPANY as being eligible for the upgrade. Following the upgrade, you may use the resulting upgraded software
only in accordance with this license agreement and you may not sell or re-use the upgraded product or the original product.
Page No: 72
License Agreement
11. UPDATES - Certain components of this Software requires to be updated automatically from time to time due to
changes in Address formats and Web page formats which are not within eGrabber's control. You shall have the right to
obtain Component Update(s)free of cost only for 90 Days. However, You can purchase subscription to Component
update(s) for additional fee after the free period of 90 Days to continue receiving such updates, but for the subscribed
period only. This License does not otherwise permit the licensee to obtain and use Component Updates.
12. RESERVATION OF RIGHTS - THE COMPANY reserves all rights not expressly granted to you in this license
agreement.
13. LICENSE KEY - You may not disclose to any other person or organization your license key. You agree to store it and
keep it confidential and to notify THE COMPANY immediately if you have any reason to believe that you lost your license
key.
14. LICENSE KEY REGISTRATION - There are technological measures in this Software that are designed to prevent
unlicensed or illegal use of the Software. You agree that THE COMPANY may use these measures to protect against
software piracy. This Software may contain enforcement technology that limits the ability to use the Software on multiple
computers. This Agreement and the Software containing enforcement technology require license key registration as further
set forth during installation and in the Documentation.
15. HOSTING - You may install the software on ONLY ONE PC at any given point of time and you may not permit or
enable other individuals to use the software over a public access network of any kind including, but not limited to, internet,
intranet, bulletin boards, phone or mobile; unless you receive specific written consent to do so from THE COMPANY.
16. RESTRICTIONS ON USE - You may not sell information captured using this software or reproduce, display, publicly
perform, distribute, or otherwise use the captured information in any way for any public or commercial purpose. The use of
the captured data on any other web site or in a networked computer environment for any purpose is prohibited. This
license explicitly prohibits captured data from being placed on a server for access to others outside the company. This
License explicitly prohibits re-broadcasting or sale of the captured data in any form. This license is not for use by service
providers to provide data extraction services to multiple clients using the same license key. The captured data should be for
company's internal use only. This License permits the use of the software only by the end user to extract data by their
company or one end client for the purpose of using the extracted data by the company.
17. PIRATING OF DATA IS PROHIBITED - Some third party web sites and portals prohibit the use of automated
capture tools like this software to capture data, and other sites place restrictions on how captured data can be used. This
agreement expressly prohibits the use of this software to capture data from such third party web sites and documents, as
well as using such captured data in a manner where it is illegal to do so. THE COMPANY can offer you no opinions on
the legality of capturing any data, even if capability to capture such data is included in this software. It is your responsibility
to make sure you have the relevant rights to capture and store the data the way you plan to, before using this software.
18. DISCLAIMER - THE COMPANY is not affiliated or connected in any manner to any third party web sites, including
but not restricted to, online directories, listings, job boards, yellow pages and white pages. THE COMPANY recommends
you to read license agreements of these third party web sites and ensure you do not violate any Government Laws or rules
of the third party web sites before using the software. You agree that THE COMPANY is not responsible for any such
violations committed by you using the software.
DO NOT USE THE SOFTWARE IN ANY CASE WHERE SIGNIFICANT DAMAGE OR INJURY TO PERSONS,
PROPERTY OR BUSINESS MAY HAPPEN IF AN ERROR OCCURS, YOU EXPRESSLY ASSUME ALL RISK FOR
SUCH USE. THE SOFTWARE AND ACCOMPANYING WRITTEN MATERIALS ARE PROVIDED "AS IS"
WITHOUT WARRANTY OF ANY KIND. THE COMPANY DOES NOT WARRANT, GUARANTEE, OR MAKE
ANY REPRESENTATIONS REGARDING THE USE, OR THE RESULT OF THE USE, OF THE SOFTWARE OR
WRITTEN MATERIALS IN TERMS OF CORRECTNESS, ACCURACY, RELIABILITY, CURRENTNESS OR
OTHERWISE. YOU ASSUME THE ENTIRE RISK AS TO THE RESULTS, QUALITY AND PERFORMANCE OF
THE SOFTWARE. IF THE SOFTWARE OR WRITTEN MATERIALS ARE DEFECTIVE, YOU ASSUME THE
ENTIRE COST OF ALL NECESSARY SERVICING OR REPAIR OR CORRECTION.
Page No: 73
License Agreement
THE COMPANY MAKES NO WARRANTIES OF ANY KIND, EXPRESSES OR IMPLIED, INCLUDING BUT
NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTIBILITY AND FITNESS FOR A
PARTICULAR PURPOSE, WITH RESPECT TO THIS PRODUCT. NO ORAL OR WRITTEN INFORMATION OR
ADVICE GIVEN BY THE COMPANY, ITS DEALERS, DISTRIBUTORS, AGENTS OR EMPLOYEES SHALL
CREATE A WARRANTY OR IN ANY WAY INCREASE THE SCOPE OF THIS WARRANTY, AND YOU MAY
NOT RELY ON ANY SUCH INFORMATION OR ADVICE.
NEITHER THE COMPANY NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION,
PRODUCTION,OR DELIVERY OF THIS PRODUCT SHALL BE LIABLE FOR ANY DIRECT, INDIRECT,
CONSEQUENTIAL OR INCIDENTAL DAMAGES (INCLUDING DAMAGE FOR LOSS OF BUSINESS
PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, AND THE LIKE) ARISING OUT
OF THE USE OF OR INABILITY TO USE THIS PRODUCT, EVEN IF THE COMPANY HAS BEEN ADVISED
OF THE POSSIBILITY OF SUCH DAMAGES.
Some states do not allow limitations on how long an implied warranty lasts, or exclusion or limitation of incidental or
consequential damages, so the above limitations and exclusions may not apply to you. This warranty gives you specific legal
rights, and you may also have other rights, which may vary, from state to state.
19a. LIMITATION ON SUIT - You agree that any suit or other legal action or any arbitration relating in any way to this
Agreement or to the software MUST be officially filed or officially commenced no later than ONE (1) YEAR after the
software is received by you.
19b. LIMITATION OF LIABILITY - IN NO EVENT WILL THE COMPANY OR ITS SUPPLIERS BE LIABLE TO
YOU FOR ANY DAMAGES, CLAIMS, OR COSTS WHATSOEVER OR ANY CONSEQUENTIAL, INDIRECT,
INCIDENTAL DAMAGES, OR ANY LOST PROFITS OR LOST SAVINGS, EVEN IF A COMPANY
REPRESENTATIVE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS, DAMAGES, CLAIMS OR
COSTS OR FOR ANY CLAIM BY ANY THIRD PARTY. THE FOREGOING LIMITATIONS AND EXCLUSIONS
APPLY TO THE EXTENT PERMITTED BY APPLICABLE LAW IN YOUR JURISDICTION. THE COMPANY'S
AGGREGATE LIABILITY AND THAT OF ITS SUPPLIERS UNDER OR IN CONNECTION WITH THIS
AGREEMENT SHALL BE LIMITED TO THE AMOUNT PAID FOR THE SOFTWARE.
20. GOVERNING LAW AND FORUM - All disputes arising out of, under, or related to this Agreement will be brought
exclusively in the state or federal courts located in Santa Clara County, California, USA.
21. COMPLETE AGREEMENT - This Agreement is the complete software license agreement between you and THE
COMPANY, and supersedes all prior negotiations, agreements, and understandings concerning its subject matter. The
interpretation of this Agreement may not be explained or supplemented by any course of dealing or performance, or by
usage of trade.
If you have any questions concerning this Agreement, or if you desire to contact THE COMPANY for any reason, please
contact in writing.
eGrabber Inc.
1340 S. De Ana Blvd., Suite #106
San Jose, CA 95129
USA
Page No: 74
Index
16. Index
A
ACT!, 31
Activity, 29, 30, 31, 37, 39, 40
Add and Remove user fields in Data Export, 69
Add/Edit Fields, 52
Adding and Hiding Applications, 4
Adding and removing destination application, 5
Address, 22
AddressGrabber menu, System Tray
Link Options, 3
AddressGrabber menu, Toolbar
Link Options, 3
AddressGrabber Options dialog box, 3
AddressGrabber Toolbar, 2
Appointments, 29, 39, 40
Attach notes, Phone/Fax codes and Map Tags/Set
default values, 34
Attach Processes in GoldMine, 35
Auto schedule activities to a contact, 35
Auto-Map, 53
Excel Column Headers, 53
Excel Fields, 52, 53
Excel File, 50, 51, 52
Excel Sheet, 53
F
Fax, 23
Features of AddressGrabber, 2
Format Options, 16, 22, 23
FormFill, 56
H
How to Map Form Tags to transfer to Online Web
Form, 57
How to Open AddressGrabber Options, 3
L
Live Update, 3
M
C
Clear All, 52
Clear-Map, 53
Clipboard, 70
Contact Linker, 24, 25
Create a New Template, 49
Create Excel Fields, 52
Customize settings for Source application, 5
Customize Settings for Web forms, 7
Customizing a Template, 47
Customizing AddressGrabber, 3
Map Excel Fields, 53
Map Form Tags Automatically, 8
Map Tags Manually, 11
Map your tags automatically before transfer to Online
Web Form, 58, 61
Menu Options in Template, 48
Microsoft Word 2007/2003/2002/2000, 54
Miscellaneous setup, 6
N
Notepad, 71
D
Delete User Field, 69
Duplicate Check, 25
Dymo LabelWriter 4.2/4.1, 65
E
Edit Fields, 52
Email, 18, 23
Enter Personal details in FormFill, 64
Enter Tags and set default values to and User Fields,
14
O
Options, 68
Outlook Express 5.0/ 4.72/ 4.71, 45
P
Print Addresses using AddressGrabber, 65
Page No: 75
Index
R
Refresh, 31
S
Save, 31, 51, 68
Settings to check duplicates, 23
Setup to transfer addresses to Online Web Form, 56,
65
Skip Contact, 24
Special Fields supporting in Form Fill, 61
Storing Personal Details, 19
To create a New Form letter, 56
Transfer addresses to your Online Web Form, 62
Transfer Addresses using other applications, 70
Transfer Options, 68
Transferring Addresses To a Word Cursor Document,
55
Transferring Addresses To Word Merge Document,
55
U
Update Existing Contact, 24
V
T
Verify Address, 21
Template Toolbar Options, 49
Page No: 76
Download PDF