Home > SI 2017 Documentation > User Guide > People > Clients > Adding Clients > Import Client(s) from Outlook

Import Client(s) from Outlook

Remarks

 

Outlook should be open prior to importing Clients. This is not required but speed will be improved.

Steps

 

  1. In the Client Explorer, click the [Outlook] button in the Import section of the ribbon.

 

Import Client from Outlook.png

 

  1. The Import Client from Outlook form will open:

 

Select your Clients

 

  1. Select the Clients you want to import into SI 2017.

Selecting/Filtering

 

You can click the check box next to multiple Clients to import them into SI 2017.

 

 

There are column filters:

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/Import_Clients_from_Outlook/column_filters.jpg

 

There are filters in the ribbon for showing All, New, or Matched Clients. The New filter shows only Clients who don't already exist in SI 2017. The Matched filter will shows only Clients that already exist in SI 2017, use this for updating information for existing Clients. You can also choose a specific Contact Folder from Outlook.

 

 

There's a search field:

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/Import_Clients_from_Outlook/search_field.jpg

 

Choose Address Type

 

Select an available Address Type from Outlook to import, and also choose if you want to "Import Company Name as Client Name":

 

Import

 

  1. Click the [Import] button:

 

Client Import.png

Last modified
15:52, 25 Jan 2017

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