Welcome!

If you’re a Rodan + Fields consultant, you’ll want to load your Pulse contacts into Traktivity. We’ve created this guide for both the old and new versions of Pulse, so feel free to jump ahead to the section that’s relevant for you!

You’ve probably come to this point because you’re at the stage in signing up for Traktivity where you can bulk upload contacts. As Pulse is the repository for your downline teammates, it’s important to add all of this valuable data on your network into Traktivity!


Before you click on the “Import R+F Pulse Reports” button, you’ll need to download both your Downline Report and your Vital Signs Report. We’ll walk you through how to do this, then we’ll come back to the Traktivity interface.

Import Contacts from the Old Version of R+F Pulse Software

Working with Old Pulse? Here’s what you’ll do.

Step 1:

Log into your Pulse Account at http://myrfpulse.com/. (We know, it seems obvious, but just double check that you’re logged in to your account!)

Step 2:

Navigate to your Performance Tab, then select Downline Report from the left menu bar.


Next, select “Reports Nov 2014 and Beyond” from the pop-up window.

Step 3:

Once you see the report, select the save icon from the top menu bar, and save as a CSV format.

Step 4:

Now, you’ll need to download your Vital Signs report. Select this option from the left menu.

Step 5:

You’ll want to export your Vital Signs report to Excel, and be sure it saves as an .XLS format. (This should be the default.)

Step 6:



Go back to your Traktivity app, and select the button to import an R+F Pulse Report:

Step 7:

You’ll see a pop-up box asking you to review the instructions. That's this guide! Once you're ready, then click Next. Here, you'll upload your Downline Report. Select the downloaded CSV file from your computer in the pop-up box, and click “Next”.

Step 8:

Now, you’ll repeat this step with your Vital Signs XLS file.

Step 9:

Click the “Finish” button, and you’ll see one final pop-up showing you the number of imported contacts, including any duplicates. Select “Close”, and you’re ready to go!

Import Contacts from New R+F Pulse Software

Step 1:

Login to your R+F Pulse Dashboard.

Step 2:



Scroll down and select the link to your Downline Report.

Step 3:

Select the option to export this file to a CSV format.

Step 4:

Now, go back to your dashboard and select the Vital Signs Report.

Step 5:

Select the option to Export to Excel, and save the file to your computer.

Step 6:



Go back to your Traktivity app, and select the button to import an R+F Pulse Report:

Step 7:

You’ll see a pop-up box asking you to review the instructions. That's this guide! Once you're ready, then click Next. Here, you'll upload your Downline Report. Select the downloaded CSV file from your computer in the pop-up box, and click “Next”.

Step 8:

Now, you’ll repeat this step with your Vital Signs XLS file.

Step 9:

Click the “Finish” button, and you’ll see one final pop-up showing you the number of imported contacts, including any duplicates. Select “Close”, and you’re ready to go!

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