Home > SIX 2013 Documentation > User Guide > Clients, Contacts, and Vendors > Contacts > Adding Contacts > Import Contact(s) from Outlook

Import Contact(s) from Outlook

Video

 

 

 

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.

 

File:SIX_Guide/009_Clients_and_Contacts/Contacts/Adding_Contacts/Import_Contacts_from_Outlook/import_from_outlook_2.jpg

 

  1. The Import Contact from QuickBooks form will open:

 

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

Select your Contacts

 

  1. Select the Contacts you want to import into SIX.

Selecting/Filtering

 

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

 

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

 

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 SIX. The Matched filter will shows only Contacts that already exist in SIX, use this for updating information for existing Contacts.

 

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

 

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:

 

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

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

Last modified
08:37, 30 Oct 2014

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