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Import Contacts

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Option 1

United States Specific (US) Export file from InTouch

  1. Under Business Tools > 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 Import file into Boulevard section below.

Canada Specific (CA) Export file from InTouch

  1. Under Business Tools > 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 Import file into Boulevard section below.

United Kingdom Specific (UK) Export file from InTouch

  1. Under Tools > 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 Import file into Boulevard section below.

Option 2

Excel Using an Excel Template file

  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 Import file into Boulevard section below.

Import 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.

  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 Download.
  4. From the Import Customers screen, click Select File.
  5. 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).
  6. Select the customers to add or update, then click OK.

Import Contacts