Every now and then I get a call from an iOS user that has unknowingly discovered a common issue while using their iPhone/iPad. They tell me that they have created a calendar event or contact on their device that does not appear in their Exchange account. After some investigation, the answer is usually the same. The item(s) in question have been stored in the device's local calendar or address book. The next question is invariably "Can I move it to my Exchange account?"
The answer is yes, but it will require some work. The item details cannot be modified to directly transfer the item to Exchange from the device. The process is a little more involved. It requires exporting the local data to Outlook via iTunes and then importing back into the Exchange account with the Outlook PST file. Here are the details.
STEP 1. DETERMINE IF THERE IS LOCAL DATA ON THE PHONE To determine if calendar events and/or contacts have been stored locally on the device, look at the appropriate screens for each type of item. For the calendar, go to the calendar app and click the “calendars” button in the top left corner. You will then see a screen similar to this:

If there is a section called “From MY PC”, then there are local calendar items stored on the device.
For contacts, go to the contacts app and click the “groups” button in the top left corner. You will then see a screen similar to this:

If there is a section called “From MY PC”, then there are local contacts stored on the device.
STEP 2. EXPORTING THE LOCAL DATA
To export these items, the user will need to have the current versions of Outlook and iTunes installed on their computer. Once this is done, complete the following steps.
1) Create a blank profile in Outlook. First, close Outlook if it is open. Then, in Windows, go to Start --> Control Panel --> Mail.
2) Go to the profiles section and choose to create a new profile by clicking the Add button.
3) Choose a name for the profile.
4) Outlook will then try to configure an e-mail account for the profile. Click the cancel button.
5) A prompt will come up and ask if you want to create a profile with no e-mail accounts. Click the ok button.
6) You will be returned to the profile screen. If there is more than one profile listed, choose to use the blank profile in the “Always use” option and then click the ok button.
7) Launch Outlook.
8) An Outlook startup screen will appear. Click the next button.
9) There will be another option to add e-mail accounts for this profile. Choose “no” and click the next button.
10) The next screen will have the heading “Create Data File”. Click the option to continue with no e-mail support and then click the finish button.
11) Launch iTunes and attach the iOS device via USB cable.
12) Highlight the device in the left hand menu and then choose the “Info” heading in the top menu.
13) Choose to contacts and/or calendar with Outlook, which is listed in the pull down menu. You can choose to synchronize all items or select groups. Click the Apply button in the lower right hand corner. This will only synchronize local data on the device. Any calendar/contact information from other accounts that have been added to the device (i.e. Exchange) WILL NOT synchronize. Click the Sync button in the lower right hand corner. The iTunes will begin to synchronize the data and notify you when it is complete in the top window.
14) Once this is done, the device may be removed by clicking the eject arrow next to it in the left menu.
15) Outlook should now show the local data in the appropriate section. In Outlook, choose the Import/Export option.
16) Choose to “Export to a file”. Click next.
17) Choose to export to “Personal Folder File (.pst)”. Click next.
18) Select the appropriate folder type that needs to be exported and choose the “include subfolders” option, if needed. Click next.
19) Then choose a path and file name for the PST file to be stored under. Click next.
20) Click the Finish button. You will get the option to add a password for the PST file. This can be bypassed by clicking the OK button. The PST file will be created under the path you selected.
21) Close Outlook.
IMPORT THE LOCAL DATA
Once the data has been exported, it needs to be imported into the user’s Exchange profile. To complete this, do the following.
1) First, close Outlook, if it is open. Then, in Windows, Go to Start --> Control Panel--> Mail.
2) Choose profiles and change the “Always Use” option back to the user’s Exchange profile. If there is no user profile, create a new profile and configure it to access their Exchange account. Then set Outlook to use that profile when it starts.
3) Launch Outlook.
4) Choose the Import/Export option.
5) Choose to “Import from another program or file”. Click next.
6) Choose to import from “Personal Folder File (.pst)”. Click next.
7) Browse to the path where the PST file was created and highlight it. Click the Open button.
8) Verify the correct file is selected and click the Next button.
9) Highlight the data folder that needs to be imported and selected the “Include subfolders” button, if needed. If the entire data folder needs to be imported, highlight “Personal Folders”. Make sure the option “Import items into the same folder in Mailbox - *user’s name*” is selected. Click the Finish button.
10) The data will be imported into the user’s Exchange profile.
11) Once the status bar at the bottom says “All folders are up to date”, the new data has synchronized to the Exchange server. Verify this by logging into Outlook Web Access and confirming it is there.
STEP 4. DELETE THE LOCAL DATA
Once it is verified that the data is there, the local contacts and calendar information can be removed using iTunes. If you choose to leave it on the phone, you will have duplicate entries. To remove them, complete the following steps.
1) Close Outlook.
2) Go to Start --> Control Panel --> Mail.
3) Choose profiles and change the “Always Use” option back to the blank profile and click OK.
4) Launch Outlook.
5) Launch iTunes and attach the iOS device via USB cable.
6) Highlight the device in the left hand menu and then choose the “Info” heading in the top menu.
7) Deselect the options to sync contacts and/or calendar. For each selection there will be a prompt asking if the data should be removed from the device. ONCE THE CHOICE IS MADE TO DELETE THE ITEMS THERE WILL BE NO WAY TO RETREIVE THEM. MAKE SURE YOU HAVE RECOVERED ALL OF THE LOCAL CALENDAR/CONTACT DATA YOU WANTED BEFORE CONTINUING.
8) Click the Apply button in the lower right hand corner.
9) Click the Sync button in the lower right hand corner.
10) Once this is done, the device may be removed by clicking the eject arrow next to it in the left menu.
11) Close iTunes.
12) Close Outlook.
13) Go to Start --> Control Panel --> Mail.
14) Choose profiles and change the “Always Use” option back to the user’s Exchange profile and click OK.
All of the local contacts and/or calendar data should now be removed from the device. New calendar events created on the iOS device should now be stored in the Exchange calendar by default. To assure that new contacts that are created on the device are stored in the Exchange address book, check the default setting for the device. Go to Settings à Mail, Contacts, Calendars. Scroll to the Contacts section and check the “Default Account” setting. If it still says “On My iPhone”, click on it and choose “Exchange".
If you need more information about this process, or there are any Mac users that would like the specific info for this process using OS X, feel free to ask me a question in the comments. I can provide additional info in a future post.
Jim Rhodes is a Mobility Solutions Engineer for AppRiver, a leading hosted Exchange and e-mail security provider.