Adding Contacts

There are various ways that you can add Contacts in SI.

Import from Outlook

You can import multiple Contacts at a time Outlook. Click here for details about importing from Outlook.

You can import multiple Contacts via a .CSV file. Click here for details.

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

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You can also create a Contact from existing Clients in the Client Explorer. Click here for details.

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When you Import Clients from either Outlook or QuickBooks, a Contact is automatically created for you.