Important: Versions required of Sage 300 CRE and Sage Estimating:
- Sage 300 CRE 20.4 Update 2 or greater
- Sage Estimating 21.1.2110.051 or greater
To export a address book: - In Address Book click [Tools] tab
- Click "Export Contacts to XML File
- On the Export Contacts to XML File window
- Enter the export file name
- Click on
to choose where to copy the xml file
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To import an exported address book: - In the Estimating Management Console, click [Address Book ] on the ribbon.
- In the Companies/Contacts pane, on the toolbar, click the Import Address Book
icon. - In the Import Address Book window that appears, in the text box, use the Browse button to select the exported address book (an XML file) that you want to import.
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- Click [OK].
[BCB:164:Chat Estimating US:ECB]
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