Import Consultants from InTouch® (Canada)

 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

1. Under Business Tools > select MyBusiness Home > then Reports.
2. From the Reports toolbar, select Group Information > Birthdays. View
3. 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). 
4. To view and import all consultants, click All. View
5. From the buttons shown in the Select an Action group, click  then click  to save the Birthdays-Unit.xlsx file.

In Boulevard

1. From the Unit menu, select Import then Consultants from File (or from the Unit group on the main toolbar, click  Import then  File).
2. Navigate to the location of the Birthdays-Unit.xlsx file saved from above.
3. Consultants not already listed in Boulevard will be selected automatically.  Click  Select All if you would like to update all consultant information.
4. Ensure the correct unit number is listed in the Unit Number field, then click   OK  .

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Option 2 (Copy/Paste)

From InTouch

1. Under Business Tools > select MyBusiness Home > then Reports.
2. From the Reports toolbar, select Group Information > Birthdays.
3. 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
4. Highlight the entire web page using the browser’s Select All function ( + ).
5. Copy the information highlighted to your clipboard using the browser’s Copy function ( + ).

In Boulevard

1. From the Unit menu, select Import then Consultants from Online (or from the Unit group on main toolbar, click  Import then  Online).
2. Consultants not already listed in Boulevard will be selected automatically.  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  .

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Additional Information:

• Find or Search For Contacts
• Change Unit List Colors
• Unit List Overview