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Import Contacts from Outlook

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



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




  1. The Import Contact from QuickBooks form will open:


import contacts from outlook form.jpg


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



There are filters in the ribbon for showing All, New, or Matched Contacts. The New filter shows only Contacts who don't already exist in SI. The Matched filter will shows only Contacts that already exist in SI, use this for updating information for existing Contacts. 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:


address type.jpg


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