Canadian Specific (Director's Only)
You can import names, addresses, phone numbers, email addresses, birthdays, and Consultant numbers of your unit and offspring units from the myBusiness™ section of InTouch® into Boulevard. Boulevard uses the consultant number to match the consultants to be imported. In addition, if you are missing information on a particular Consultant, Boulevard will update address, phone, or email address fields with the information contained in myBusiness™.
Some import functions may not be available with all web browsers. If you are experiencing difficulty, try using a different internet browser. We recommend using Microsoft Edge or Google Chrome internet browser when using the InTouch website.
Option 1 (Excel File) - Recommended Method
From InTouch
- Under Business Tools > select MyBusiness Home > then Reports.
- From the Reports toolbar, select Group Information > Birthdays. View
- Ensure you're under the Unit tab (or if importing an offspring unit, first click the Area tab then click the appropriate Unit Number link).
- To view and import all consultants, click All. View
- From the buttons shown in the Select an Action group, click
then click
to save the Birthdays-Unit.xlsx file.
In Boulevard
- From the Unit menu, select Import then Consultants from File (or from the Unit group on the main toolbar, click
Import then
File).
- Navigate to the location of the Birthdays-Unit.xlsx file saved from above.
- Consultants not already listed in Boulevard will be selected automatically. Click
Select All if you would like to update all consultant information.
- Ensure the correct unit number is listed in the Unit Number field, then click
OK .
Option 2 (Copy/Paste)
From InTouch
- Under Business Tools > select MyBusiness Home > then Reports.
- From the Reports toolbar, select Group Information > Birthdays.
- Ensure you're under the Unit tab (or if importing offspring, then the Offspring tab), then to view and import all consultants, click All. 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 Unit menu, select Import then Consultants from Online (or from the Unit group on main toolbar, click
Import then
Online).
- Consultants not already listed in Boulevard will be selected automatically. Click
Select All if you would like to update all consultant information.
- Ensure the correct unit number is listed in the Unit Number field, then click
OK .