Importing Customers From an Excel Template File

Customers can be imported from a file directly into your software program. If you use Boulevard for an industry other than Mary Kay, please follow the steps outlined in the Other Industries section.

1. Download and save to your Desktop, the Excel Contact Template file for your country/language (US-EN, US-SP, Canada-EN, Canada-FR, UK), or download it from InTouch (see Import Customers from InTouch for importing from the company website).
2. Add contact information to the ExcelContactTemplate.xls file, then save and close the file completely.
3. Select Import from the main toolbar, then from under Customers, select File (or from the Contacts menu, select Import, then File).
4. From the Open form, navigate to your Desktop and double-click to open the ExcelContactTemplate.xls file.
5. Select the customers to add or update, then click  OK  .

Other Industries

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1. Export your Contacts from Outlook, or download the Other Industry Contact Template to build a contact list, then import.
2. Ensure that the file you are importing is completely closed. Then, from the File menu, select Import, then Contacts.
3. Navigate, then double-click on the saved contact template file.
4. To make additional refinements to the contacts added, select Contacts from the main toolbar and choose Customer (or from the Contacts menu, click Customer List).