Export file from InTouch
- Under Tools > select myCustomers
- Click Manage Your Customers.
- From the customers listed, click located at the top to select all. View
- Click and save the Customer_YYYYMMDD.xls file to your Desktop. View
Or Use the Generic Excel Template File
- 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.
- 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 .