Import Customers from InTouch® (US)

 U.S. Specific

There are 2 different methods to import your customers; on-screen import, or import from an Excel file. We recommend importing from the Excel file because it includes the customer's birthday.

Note: If there is an exact name match with a customer already found, by default Boulevard will not import. To update their information, select the checkbox next to their name so that they will be included in the import.

Option 1: From File (Recommended)

Export file from InTouch

1. Under Business Tools select myCustomers, then myCustomers.
2. Click .
3. From the customers listed, click  located at the top to select all. View
4. Click  and save the Customer_YYYYMMDD.xls file to your Desktop. View

In Boulevard

1. Ensure that the Excel file is not open, then from the Contacts menu, select Import, then From File (or from Contacts group on the main toolbar, click  Import then File).
2. From the Open form, navigate to your Desktop and double-click to open the Customer_YYYYMMDD.xls file (or Excel Template file).
3. Select the customers to add or update, then click   OK  .

Option 2: From Online

From InTouch

1. Under Business Tools select myCustomers, then myCustomers.
2. Click Reports, select Customer Reports, and then select Customers By Location.
3. Click the Print Friendly button.
4. In the report window, 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 Contacts menu, select Import then From myCustomers® (or from Contacts group on the main toolbar, click  Import then  Online).
2. Select the customers to add or update, then click   OK  .

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Additional Information:

• Importing Customers From a File
• Import Customers from InTouch® (Canada)
• Import Customers from InTouch® (UK)
• Import Consultants from InTouch® (US)
• Import Consultants from InTouch® (Canada)