Import Consultants from InTouch® (Canada)

 Canadian Specific (Director's Only)

We recommend using Chrome internet browser when using the new InTouch website.

From InTouch

1. From Business Tools > select myBusiness Home. View
2. From the myBusiness tool bar, select Reports. View
3. From the Reports tool bar, select Group Information > Birthdays. View
4. To view and import all consultants, click All. View
5. Highlight the entire web page using the browser’s Select All function (Ctrl + A).
6. Copy the information highlighted to your clipboard using the browser’s Copy function (Ctrl + C).

Note:  Boulevard uses the consultant number to match the consultants to be imported. If there is a consultant already found, Boulevard will not import by default. To update information for consultants already added, select the the check box next to their name to be included in the import.

In Boulevard

1. From the Unit menu, select Import then Consultants from Online.
2. The consultants to be added will automatically be selected.  Click   Select All   if you would like to update all consultant information.
3. Ensure the correct unit number is listed in the Unit Number field, then click   OK  .