U.S. Specific
There are two 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. After importing, to add or hide columns from the customer list, see Add, Move, or Hide Columns on Contact Lists.
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.
Export file from InTouch
- Under Business Tools select myCustomers, then myCustomers.
- Click
. - From the customers listed, click
located at the top to select all, then click 
.
- Do not open the Excel file; instead, from the Save As form, save the Customers_YYYYMMDD.xls file to your Desktop (or Downloads folder).
In Boulevard
- Ensure that the Excel file is not open, then from the Contacts menu, select Import, then From File (or from the Contacts group on the main toolbar, click
Import then 
File).
- From the Open form, navigate to your Desktop (or Downloads folder) and double-click to open the Customer_YYYYMMDD.xls file (or Excel Template file).
- Select the checkbox next to the customers to add or update (or click
Select All to add or update all), then click 
OK .
From InTouch
- Under Business Tools select myCustomers, then myCustomers.
- From the Reports menu, select Customer Reports, then Customers By Location.
- Click the Print Friendly button.
- In the report window, highlight the entire web page using the browser’s Select All function (
+ 
), then copy the information highlighted to your clipboard using the browser’s Copy function ( + 
).
In Boulevard
- From the Contacts menu, select Import then From myCustomers® (or from the Contacts group on the main toolbar, click Import then
Online).
- Select the checkbox next to the customers to add or update (or click Select All to add or update all), then click OK .