- From the sidebar navigation, clickContacts, then Preferred Program.
- In the Preferred Program screen, choose the customers to export by selecting to the left of their name, or alternatively, clickto utilize the filters for further refinement.
- When finished selecting, click.
- From Save As, navigate to where you want to save the file, we suggest the Desktop.
- Name the file (e.g., Fall PCP), then click (Leave the Save as type option set to Outlook Export file or Microsoft Excel Comma Separated Values File (*.csv)).
- Contacts that have a date set in the PC Program field will automatically be highlighted and selected.
- The current date will be used when adding or updating contacts to the Preferred Program.
- From Business Tools > select myCustomers® (or My Customers Home).
- Click the New Customer button.
- Select import existing customer, then Import from Email.
- Select Choose File, then browse to the saved file, select it, then click Open.
- Click Import Customers. (The customer names appear, with the option to Skip, Add, or Merge customers already on InTouch®. If Skip is the only option, then the customer is located in the Recycle Bin in InTouch and would need to first be restored.)
- Once you have completed the action you want to take for each customer, select the acknowledgment checkbox, then click Complete Import.
If you receive any errors on specific customers you're trying to import into InTouch, hover over (to the right of their name) to view the error. Correct the issues in Boulevard, then export the name(s) again.