Choose from the two options below, then import the file into Boulevard.
- Download and save the Excel Template to your Desktop.
- Add contact information to the template file, then save and close the file completely.
- From the Contacts menu, select Import > From File (or from Contacts group on the main toolbar, click Import then File).
- From the Open form, navigate to your Desktop and select the Customer_YYYYMMDD.xls file (or Excel Template file).
- Select the customers to add or update, then click OK .
See Importing Customers From a File for more information.