Visit the Community section to view New Features, Product List update information, and more!

  1. Boulevard Online Support Center
  2. Getting Started
  3. Importing from InTouch

Import Contacts

Follow

Contact profiles containing basic profile information (First Name, Last Name, Birth Month, Birth Day, Address, Mobile Phone, Home Phone, Work Phone, and Email Address) can be imported from an Excel file using one of two options. Each time you import, Boulevard will display a banner letting you how many new contacts were added, and how many were updated.

Step 1: Obtaining the Excel File

United States Specific (US)

  1. After signing in to your InTouch account, under the Business Tools menu, select myCustomers, then myCustomers.
  2. Click Manage Your Customers.
  3. From the customers listed, click Checkbox located at the top to select all. View
  4. Click Export and save the Customer_YYYYMMDD.xls file. View
  5. Proceed with the steps under the Step 2: Import Excel file into Boulevard section below.

Canada Specific (CA)

  1. After signing in to your InTouch account, under the Business Tools menu, select My Customers. View
  2. Click Manage Your Customers.
  3. From the customers listed, click Checkbox located at the top to select all. View
  4. Click Export and save the Customer_YYYYMMDD.xls file. View
  5. Proceed with the steps under the Step 2: Import Excel file into Boulevard section below.

United Kingdom Specific (UK)

  1. After signing in to your InTouch account, under the Tools menu, select My Customers.
  2. Click Manage Your Customers.
  3. From the customers listed, click Checkbox located at the top to select all. View
  4. Click Export and save the Customer_YYYYMMDD.xls file. View
  5. Proceed with the steps under the Step 2: Import Excel file into Boulevard section below.
  1. Download and save to your Desktop, the Excel Contact Template file for your country/language (United States - EN, Canada - EN, Canada - FR, United Kingdom).
  2.  Add the applicable information into the template file ensuring that the format remains in the Excel file format (.xls).
  3. Proceed with the steps under the Step 2: Import Excel file into Boulevard section below.

Step 2: Import Excel file into Boulevard

Note: For the file to properly import into Boulevard online, it must remain in the same native Excel file format (.xls) that InTouch exports it as or the template file from this article, and should also be closed when importing.

  1. Sign in to your Boulevard online account.
  2. If necessary, to access the Contact List from the sidebar navigation, clickContactsContacts, then Contact List.
  3. From the toolbar, click Downloadthen from the Import Customers screen, click Select File.
  4. From the Open window, navigate to the location of the recently saved Excel file, select it, then click Open (Customer_YYYYMMDD.xls or ExcelContactTemplate.xls. If you were not given the option to choose where the file saved, check your Downloads folder).
  5. Select the customers to add or update, then click OK.

Additional Information:

Note:  If you have duplicate contacts, after deleting them from the Contact list, you'll want to ensure that you also permanently delete them from Boulevard's Recycle Bin so they are not included in your total count of contacts. See Delete or Restore Contacts from the Recycle Bin for more information.