Home > SI Documentation (v17) > User Guide > People > Clients > Adding Clients

Adding Clients

Details

 

There are various ways that you can add Clients to your SI database.

Import from Outlook

 

import outlook.jpg

 

You can import multiple Clients at one time from Outlook. Click here for details.

Import from QuickBooks

 

import quickbooks.jpg

 

You can import multiple Clients at one time from QuickBooks. Click here for details.

 

Import from CSV

 

import csv.jpg

 

You can import multiple Clients at one time from a .csv file. Click here for details.

New Button

 

new button.jpg

 

You can add a Client "from scratch" via the New button. Click here for details.

Client from Contact

 

create client.jpg

 

You can create a Client from an existing Contact. Click here for details.

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