Home > SI Documentation (v16) > User Guide > People > Clients > Adding Clients > Import Clients from Outlook

Import Clients from Outlook

You can import Clients into SI from Microsoft Outlook. Outlook should be open prior to importing Clients. This is not required but speed will be improved.





  1. In the Client Explorer, click Import->Outlook on the ribbon:


import from outlook.jpg


  1. The Import Client from Outlook form will open:


import form.jpg


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



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. The Matched filter will shows only Clients that already exist in SI, use this for updating information for existing Clients. There are column filters and a search field as well. You can also choose a specific Contact Folder from Outlook.



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 Client Name":




  1. Once you've selected your Clients, click Import and Close or Import button.
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