Import Customers from InTouch®
Two methods are available for importing customers from the InTouch website into Boulevard. The online method opens InTouch from within Boulevard, allows sign‑in, and automatically brings in new customers with the option to update existing records. The file method works in all regions and involves exporting the customer list from the InTouch myCustomers section as an Excel file, then importing that file into Boulevard to add or update customer information.
Options:
- Automatic Method: Use this method to import customers directly from the myCustomers area on InTouch into Boulevard.
- File Import: Use this method to import the Excel file that you can export from the myCustomers area on InTouch, or by using a special Excel contact template file.
Note: By default, information will not import for a contact if an exact name matches an existing customer in Boulevard. To update their information, select the checkbox next to their name to include them in the import.
Automatic Method
January 2026: Due to recent changes to InTouch in the US, customers cannot be imported into Boulevard using the Automatic method. Please use the File Import Method (Option 2).
From the main toolbar, select 
Import, then from under the Customers section, select 
Online (or from the Contacts menu, select Import, then From myCustomers®).
- The InTouch webpage will open, and you will need to enter your Consultant ID and Password to sign in. Once signed in, Boulevard will automatically continue the import process.
- Customers who are not already listed in Boulevard will be automatically selected. Select the checkbox next to any additional customers you would like to update, or click
Select All to update all. - Click OK.
File Import
Step 1: Export the file from InTouch
- Sign in to your account on the InTouch website for your country: US InTouch Website
CA InTouch Website 
UK InTouch Website
- In myCustomers, select the checkbox at the top to select all customers.
- Select the Export button and save the Customers_YYYYMMDD.xls or MyCustomerList_M_D_YYYY.xlsx file (the file format depends on your country).
Alternatively, see Importing Customers From a File to import using a contact template file rather than exporting the file from the InTouch website.
Step 2: Import the Excel File In Boulevard
From the main toolbar, select Import, then from under the Customers section, select 
File (or from the Contacts menu, select Import, then From File.
- Ensure that the Excel file is not open.
- From the Open form, navigate to the location where you downloaded the Customers_YYYYMMDD.xls or MyCustomerList_M_D_YYYY.xlsx file (or Excel Template file). Select it, then choose Open.
- Select the customers to add or update, then click OK.