Import Consultants from InTouch®

You can import names, addresses, phone numbers, email addresses, birthdays, consultant numbers, and their MK Anniversary date for 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 the address, phone, or email address fields with the information in myBusiness™.

Option 1 (Automatic Method)

This method only applies if Boulevard 2024 - 29.0.2.0 (or higher) is installed. At this time, to import offspring units, please use Option 2.

1. From the Unit menu, select Import then Consultants from Online (or from the Unit group on the main toolbar, click Import then  Online).

   

2. The InTouch webpage will launch, and you will need to enter your Consultant ID and Password to sign in to the InTouch website. Once signed in, Boulevard will automatically continue the import process.
3. Consultants not already listed in Boulevard will be selected automatically.  Select the checkbox next to any additional consultants you would like to update or click  Select All  to update all consultants.
4. Click   OK  .

Option 2 (From an Excel File)

Step 1: From InTouch

1. Sign in to your account on the InTouch website.
2. From the Business Tools menu, select My Business (or myBusiness Home), then Reports.
3. In the Group Information section, select Birthdays, Anniversaries and Addresses for US users, or for Canadian users, select Birthdays.
4. Ensure that you're under the Unit tab (or for offspring, click the Offspring tab, and select the specific unit number for the offspring unit to import); then, to view and import all consultants, click All.

   

5. From the buttons shown in the Select an Action group, click  then click  to save the Birthdays-Unit.xlsx file.

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Step 2: 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 above.
3. Consultants not already listed in Boulevard will be selected automatically.  Select the checkbox next to any additional consultants you would like to update, or click  Select All  to update all consultants.
4. 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
• Restore or Delete Contacts from the Recycle Bin
• Change Unit List Colors
• Customer, Address, & Unit List Toolbars