Home > SI 2015 Documentation > User Guide > People > Vendors > Adding Vendors > Import Vendor(s) from Outlook

Import Vendor(s) from Outlook

SI_2015_logoset-1 - small.png

 

Remarks

 

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

Steps

 

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

 

Import Vendors from Outlook.png

 

  1. The Import Vendor from Outlook form will open:

 

Import Vendor from Outlook form.png

Select your Vendors

 

  1. Select the Vendors you want to import into SI 2015.

Selecting/Filtering

 

You can click the check box next to multiple Vendors to import them into SI 2015 or you can use the [Select All] button on the ribbon.

 

Select Vendors from Outlook.png

 

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 Vendors. The New filter shows only Vendors who don't already exist in SI 2015. The Matched filter will shows only Vendors that already exist in SI 2015, use this for updating information for existing Vendors.

 

All New Matched Vendors.png

 

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, or filter to a specific Contact Folder within Outlook:

 

Vendor Address Type.png

Import

 

  1. Click the [Import and Close] or the [Import] button:

 

Import button.png

Last modified
17:03, 9 Jul 2015

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