Support Center

Importing your Practice Rolodex contacts into Updox

Last Updated: Dec 10, 2012 03:16PM EST
You can import the existing contacts in your Amazing Charts Practice Rolodex into your Updox address book.

Please note: you only want to do this once! If you import your contacts multiple times, you will get duplicate contacts. Think of this as just kick-starting your Updox address book. After the initial import, if you need a new contact, you'll want to add them into Amazing Charts and Updox separately.
  1. Log into Amazing Charts
  2. Go to the View menu, then Administrator Options, then Import/Export, and click the Practice Rolodex button
  3. That will save the file out to your hard drive, you can now close all the AC windows
  4. Log into Updox
  5. Go to the Tools menu, then Import Contacts
  6. Click the Amazing Charts 4+ button
  7. Find and upload the rolodex file, it will be named AmazingChartsRolodexOfContacts.csv and it will be in your Amazing Charts folder, this is typically C:\Program Files\Amazing Charts or C:\Program Files (x86)\Amazing Charts
  8. It will take a few seconds to upload and process, there should be a notification once it's done. You can also just open the Address Book in Updox and search for a contact
Again, please only do this once. You will get duplicate contacts if you import your rolodex more than once. If you have any troubles with this, please contact Updox Support (you can use the links on the right).

Contact Us

support@updox.com
http://assets1.desk.com/
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