Outlook Plugin

You can use a simple plugin to get your contacts from Rosemark into Outlook (version 2007 or later). This way, you can have Clients, Caregivers, Customers or Referrers appear in their own Outlook address books, which you can update as needed to include the latest list. This can be handy if you sync your smartphone with Outlook and want to have those contacts with you directly (as compared to Web Access). Note that this is not a 2-way sync, so changes made within Outlook will not be brought back over to Rosemark.

Install the plugin

You can get the plugin from the Downloads page (at the bottom of the page) or using this direct link. Download it, unzip it and run the setup.exe file there. This will put a new item in the Outlook Tools menu called Import Rosemark Contacts.

Using the plugin

Once that's in place, here's how you use it (using Clients as an example):

1) In Rosemark, open your Active Clients list, then go to File->Export list to spreadsheet.

2) In Outlook, click on Tools->Import Rosemark Contacts. It will ask you to browse for the file to import; select the clients.csv file mentioned above.

3) Go to Outlooks Contacts; you should now see a new address book called "Rosemark Clients"

Remember that, the next time you do this, the Rosemark Clients address book will be replaced (not merged), so changes made there will not survive unless you drag contacts into another book (or rename the book itself).