itrezzo Technical Support Wiki


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Excel Data Sources

Many organizations will keep critical business contacts stored in an Excel Spreadsheet. In most cases this information is not accessible unless you share out the file and there is not an easy way to extract specific contact details. In addition, this information will not synchronize with a handheld device unless contacts are manually added to a users contacts. This allows for contacts to fall out of date and eroneous information to be present.

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Setting up Excel Data as an Alternate Contact Source in itrezzo

  1. Open the itrezzoAgent Administrator
  2. Expand the EPS Container
  3. Right Click on Alternate Contact Sources
  4. Select Add Data Source
  5. Type in the Name you would like for this Alternate Contact Source
  6. Select the Edit button
  7. Left Click the Connection Type dropdown and select the appropriate data connection type (Excel 2007 or Excel 2003 and earlier)
  8. For Excel you will enter the file location
  9. Select OK
  10. You may optionally select the Test button to test your connection
  11. Enter your query string for the data you wish to obtain.
    • An example can be sent to you via email when if requested
  12. Select Run to view the results of your query
  13. Select OK

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Setting a Excel data sources as a Mandatory Contact List

  1. Open the itrezzoAgent Administrator
  2. Expand the EPS Container
  3. Expand Alternate Contact Sources
  4. Right Click the Data Source
  5. Select Make Mandatory Contact List
  6. Select the Target button
  7. Select from the Global Address List (GAL) users or Active Directory (AD) distribution lists you would like to push the public folder contacts to
  8. Select OK

Note – It may be important for an Admin to select the Include contacts with no email address option when using a Alternate Data Sources as a Mandatory Contact List. There may be instances where there is no primary email address and contacts will still need to be pushed to users.

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