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

Import Vendor(s) from Outlook

Video

 

Coming soon.

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.

 

 

  1. The Import Vendor from Outlook form will open:

 

Select your Vendors

 

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

Selecting/Filtering

 

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

 

 

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

 

 

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:

 

address types selection outlook.jpg

Last modified
13:04, 18 Apr 2014

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