Canadian Specific
There are 2 different methods to import your customers; on-screen import, or import from an Excel file. We recommend importing from the Excel file, due to the page display limitations with the on-screen method (Option 2 below). Otherwise, if you have more than 100 customers, you will need to repeat the steps for each group of 100 customers to be imported.
Note: If there is an exact name match with a customer already found, by default Boulevard will not import. To update their information, select the checkbox next to their name so that they will be included in the import.
Export file from InTouch
- Under Business Tools select myCustomers View
- Click
. - From the customers listed, click
located at the top to select all. View - Click
and save the Customer_YYYYMMDD.xls file to your Desktop. View
In Boulevard
- Ensure that the Excel file is not open, then from the Contacts menu, select Import, then From File (or from the Contacts group on the main toolbar, click
Import then 
File). - From the Open form, navigate to your Desktop and double-click to open the Customer_YYYYMMDD.xls file (or Excel Template file).
- Select the customers to add or update, then click
OK .
From InTouch
- Under Business Tools select myCustomers. View
- Click .
- Scroll to the bottom of the page, and from the Customers per page drop-down, select 100. View
- Highlight the entire web page using the browser’s Select All function (
+ 
). - Copy the information highlighted to your clipboard using the browser’s Copy function ( +
).
In Boulevard
- From the Contacts menu, select Import, then From myCustomers® (or from the Contacts group on the main toolbar, click Import then
Online). - Select the customers to add or update, then click OK .
- If you have more than 100 customers to import, go to the next page on InTouch and repeat steps 4 and 5 from above.