Home > SI Documentation (v17) > User Guide > People > Vendors > Adding Vendors > Import Vendors from Outlook

Import Vendors from Outlook

You can import Vendors from Outlook. 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.

 

import outlook.jpg

 

  1. The Import Vendor from Outlook form will open:

 

import outlook form.jpg

 

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

Filtering

 

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

 

select buttons.png

 

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 SI. The Matched filter will shows only Vendors that already exist in SI, use this for updating information for existing Vendors. You can also choose a specific Contact Folder from Outlook.

 

filters.jpg

Choose Address Type

 

Select an available Address Type from Outlook to import as the Billing and Site Address. You can also choose if you want to "Import Company Name as Vendor Name":

 

import options.jpg

 

  1. Once you've made your selections, click the Import and Close or the Import button.

 

 

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