Importing Weekly Accomplishment Sheets allows Boulevard users to bring recruits’ or consultants’ WAS files into their program for weekly tracking and recognition. The import adds the submitted information—such as sales, bookings, and activity for the timeframe sent.
Consultant Weekly Accomplishment information can be imported from a Boulevard-generated XML file or the InTouch® website if you live in the US. Alternatively, if you need to print or export your own Weekly Accomplishment Sheet, please see Print or Export the Weekly Accomplishment Sheet.
Options:
File Import Sent from Another Boulevard User (recommended): This option works best when the consultant also uses Boulevard, since their information is already generated within the program and can be shared for any chosen date range, not just a single week.
Copy/Paste Import from InTouch (US Only): This option can be used if the consultant does not have Boulevard and has submitted the information on InTouch. Each week must be imported individually for each consultant.
File Import Sent from Another Boulevard User (recommended)
If your consultant owns Boulevard, we recommend importing the WAS file created by their Boulevard software to save time for both you and your consultant. Using this method provides the flexibility to import a customized date range if needed. Additionally, because Boulevard automatically creates your consultant's WAS, there's no need for them to enter the data online manually.
From Boulevard
Note: Ensure the consultant's profile has already been created on the unit list prior to importing and save the WAS Data file attachment (WA_DATA_FIRSTNAME_LASTNAME_YYYY-MM-DD_HHMMSS.XML) from your email first.
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From the main toolbar, select
Import, then select Weekly Accomplishments from under the Consultants section (or from the Unit menu or toolbar, select Import, then Weekly Accomplishment).
- From the Import Accomplishment Data form, inside the Accomplishment File field, click ... to navigate to the saved WAS file.
- Select the correct WA_DATA file (WA_DATA_FIRSTNAME_LASTNAME_YYYY-MM-DD_HHMMSS.XML), then click Open.
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Review the information displayed in the Consultant and Accomplishment File Period to ensure the correct data will be imported.
- To view the WAS details before importing, select Print.
- To finish the import process, click Import, then OK confirming that the import was successful.
- Repeat the steps above to import additional files, then click Close when finished.
Copy/Paste Import from InTouch (US Only)
Step 1: From InTouch
- Using your web browser, navigate to the InTouch website and sign in.
- From the Business Tools menu, select Weekly Accomplishments, then Review/Post Unit Accomplishments.
- From the Week of drop-down menu, select the week to import.
- From the Consultant column, click the Edit link under the consultant's name.
- Highlight the entire web page using the browser’s Select All function (or using your keyboard press Ctrl plus the letter A).
- Copy the information highlighted to your clipboard using the browser’s Copy function (or using your keyboard press Ctrl plus the letter C).
Step 2: In Boulevard
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From the Unit List toolbar, select
Sales (or from the Unit menu, 
WAS Sheets).
- Begin entering the consultant's name to highlight and select (when selected, the consultant's name should be highlighted as shown in the image below).
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From the Weekly Recap Sheets toolbar, click
then select From MK Website from the drop-down options (the imported WAS information for the selected consultant will now be displayed on the right pane of the form).
- Repeat the steps above to import additional WAS information for other consultants and/or date ranges.