Home > SI 2017 Documentation > User Guide > People > Clients > Adding Clients

Adding Clients

Details

 

There are various ways that you can add Clients to your SI 2017 database.

Import from Outlook

 

Import Client from Outlook.png

 

You can import multiple Clients at one time from Outlook. Click here for details.

Import from QuickBooks

 

Import Client from QB.png

 

You can import multiple Clients at one time from QuickBooks. Click here for details.

 

Import from CSV

 

Import Client from CSV.png

 

You can import multiple Clients at one time from a .csv file. Click here for details.

New Button

 

New Client Button.png

 

You can add a Client "from scratch" via the New button. Click here for details.

Client from Contact

 

Client from Contact.png

 

You can create a Client from an existing Contact. Click here for details.

Last modified
15:50, 25 Jan 2017

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