Import Customers from InTouch® (UK)

 UK Specific

Choose from the two options below, then import the file into Boulevard.

Step 1: From InTouch

Option 1: Export file from InTouch

1. Under the Digital Tools menu, select myCustomers
2. Click Go to myCustomers  then 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

Option 2: Excel Template File

1. Download and save the Excel Template to your Desktop.
2. Add contact information to the template file, then save and close the file completely.

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Step 2: In Boulevard

1. From the Contacts menu, select Import > From File (or from Contacts group on the main toolbar, click  Import then File).
2. From the Open form, navigate to your Desktop and select the Customer_YYYYMMDD.xls file (or Excel Template file).
3. Select the customers to add or update, then click   OK  .

See Importing Customers From a File for more information.

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Additional Information:

• Import Customers from InTouch® (US)
• Import Customers from InTouch® (Canada)
• Import Consultants from InTouch® (US)
• Import Consultants from InTouch® (Canada)