Home > SI 2017 Documentation > User Guide > People > Contacts > Adding Contacts > Import Contact(s) from Outlook

Import Contact(s) from Outlook

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Remarks

 

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

Steps

 

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

 

Import Contact from Outlook.png

 

  1. The Import Contact from QuickBooks form will open:

 

Import Contact from Outlook form.png

Select your Contacts

 

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

Selecting/Filtering

 

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

 

Select Contacts to Import from Outlook.png

 

There are column filters:

 

File:SIX_Guide/009_Clients_and_Contacts/Contacts/Adding_Contacts/Import_Contacts_from_Outlook/column_filters.jpg

 

There are filters in the ribbon for showing All, New, or Matched Contacts. The New filter shows only Contacts who don't already exist in SI 2017. The Matched filter will shows only Contacts that already exist in SI 2017, use this for updating information for existing Contacts.

 

All New Matched Outlook Contacts.png

 

There's a search field:

 

File:SIX_Guide/009_Clients_and_Contacts/Contacts/Adding_Contacts/Import_Contacts_from_Outlook/search_field.jpg

 

Once finished filtering, you can use the [Select All]/[Deselect All] buttons:

 

Select All Contacts.png

Choose Address Type

 

Select an available Address Type from Outlook to import:

 

File:SIX_Guide/009_Clients_and_Contacts/Contacts/Adding_Contacts/Import_Contacts_from_Outlook/address_type.jpg

Import

 

  1. Click the [Import and Close] button:

 

Import and Close button.png

 

The [Import] button will import the Contacts, but the Import Contacts from Outlook screen will remain open.

Last modified
10:32, 20 Feb 2017

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