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Import Client(s) from Outlook



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



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


Import Client from Outlook.png


  1. The Import Client from Outlook form will open:


Select your Clients


  1. Select the Clients you want to import into SI 2017.



You can click the check box next to multiple Clients to import them into SI 2017.



There are column filters:




There are filters in the ribbon for showing All, New, or Matched Clients. The New filter shows only Clients who don't already exist in SI 2017. The Matched filter will shows only Clients that already exist in SI 2017, use this for updating information for existing Clients. You can also choose a specific Contact Folder from Outlook.



There's a search field:




Choose Address Type


Select an available Address Type from Outlook to import, and also choose if you want to "Import Company Name as Client Name":




  1. Click the [Import] button:


Client Import.png

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