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Export Customer Profile Information to Other Applications

Contact information can be exported from Boulevard as an Outlook-compatible CSV file for use in other applications. The exported file includes basic profile details such as name, address, phone numbers, email address, birthday, and anniversary information.

 From the sidebar navigation, clickContactsContacts then Preferred Program.

  1. By default, all contacts will be included. Select the filter buttonFilterand choose Filter for further refinement.
  2. Select the checkbox for each contact to include (or select the checkbox column header to select all).
  3. When finished, select Export.

If given the choice, navigate to where you want to save the file. Otherwise, check your Downloads folder or press Ctrl + J to view your recent downloads. By default, the file name is PCProgram.csv, but it can be changed when saving.


Export CSV


Profile Information Included:

  • First Name
  • Last Name
  • Street 1
  • Street 2
  • City
  • State/Province
  • Zip/Postal Code
  • Home Phone
  • Mobile Phone
  • Other Phone
  • Wedding Anniversary
  • Birthday
  • Email Address
  • Occupation
  • Partner First Name

Additional Information:

 

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