Import

EfficientPIM allows you to import data from comma delimited files.
You can click 'Import' on the 'Tools' menu to display the Import window.

The first step in the Import window is to select to which group the data will be imported to.
The second step in the Import window is to select field mapping.

Tip: The first line in the comma delimited file to be imported must be the line for column header; otherwise this file cannot be imported

Export

You can export information from the EfficientPIM file to a comma delimited file or an HTML file.
You can click 'Export' on the 'Tools' menu to display the Export window. We use 'Contacts' as an example in the following description on export. It is the same for other information types.

By default, all records in the current contact list view will be exported. You can also choose to export 'All contacts', to export 'All records in current group' or to export 'All records in current group and all subgroups'.

Import Holidays

You can click 'Import Holidays' on the 'Tools' menu to display the Import Holidays window.

By default, the software will remind you of these imported holidays 5 days in advance. However, you can select not to be reminded of these holidays, or to change the days to remind ahead.
When 'Check duplicate holidays' is checked, the software will check whether a holiday of the same name and date exist. If there is such a holiday, repeating duplicates will not be imported. Usually, this option should be checked.