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 the 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 clearing your browser's cache, or using a different internet browser. We recommend using Microsoft Edge or Google Chrome internet browser when using the InTouch website.
From InTouch
- Under the Business Tools menu, select MyBusiness, then Reports.
- From the Group Information section, select Birthdays, Anniversaries and Addresses.
- 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.
- 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 above.
- 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. - Ensure the correct unit number is listed in the Unit Number field, then click
OK .
From InTouch
- Under Business Tools, select MyBusiness, then Reports.
- From Reports under Group Information, select Birthdays, Anniversaries and Addresses.
- Ensure you're under the Unit tab (or if importing offspring, then the Offspring tab); then, to view and import all consultants, click All.
- Use your browser’s Select All function (
+ 
) to highlight the entire page, then the Copy function ( + 
).
In Boulevard
- From the Unit menu, select Import then Consultants from Online (or from the Unit group on the main toolbar, click Import then
Online). - 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.
- Ensure the correct unit number is listed in the Unit Number field, then click OK .