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Import Consultants from InTouch®

You can import names, address information, phone numbers, email addresses, birthdays, consultant numbers, and MK Anniversary dates 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™.

Options:

Automatic Method: Use this method to import consultants directly from InTouch into Boulevard.

File Import: Use this method to import consultants using the specially formatted Excel template that can be exported from InTouch.

Automatic Method

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From the main toolbar, select Import Import, then from under the Consultants section, select Online Online (or from the Unit menu or toolbar, select Import, then Consultants from Online).

Import Consultants Auto

  1. 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.
  2. Consultants not already listed in Boulevard will be selected automatically. 
  3. By default, all consultants (including offspring) will be included. If you do not want to import offspring units, select the drop-down at the bottom of the Consultant Import form and change it from All to the unit number of the consultants you would like to import.
  4. Select the checkbox next to the consultants you want to include or click Select All to update all consultants, then select OK.

    Import Consultants

Excel File Import

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Step 1: Export the file from InTouch

  1. Sign in to your account on the InTouch website for your country:
    US SpecificUS InTouch Website  CA SpecificCA InTouch Website
  2. From the Reports area in the Group Information section, select Birthdays, Anniversaries and Addresses for US Specific US users, or for CA Specific Canadian users, select Birthdays.
  3. Ensure 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 (for both the month and production status filters).

    All

  4. From the buttons in the Select an Action group, click Save as Excel then click Export To Excel to save the Birthdays-Unit.xlsx file.

Step 2: Import the Excel File In Boulevard

From the main toolbar, select Import Import, then from under the Consultants section, select From File File (or from the Unit menu or toolbar, select Import, then Consultants From File).

Import Consultants File

  1. Navigate to the location of the Birthdays-Unit.xlsx file saved above.
  2. 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.

    Import Consultants

  3. Ensure the correct unit number is listed in the Unit Number field, then click OK.

Additional Information:

More Resources

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  • Videos

    For how-to videos visit our Boulevard software channel on Vimeo