You can import data from a number of programs. To import data from another program into Top Producer, you must first export the data from the other program, and then import this data into Top Producer.
Notes:
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For instructions on how to export data, click the appropriate program name below:
From Top Producer
8i More Info:
Open the
Contacts
Setup subtab. How?
From
the [User name]
menu in the top right, select Settings.
Example:
Click the Contacts tab.
Click the Contacts Setup subtab.
Click the Top Producer 8i Import Tool link.
The Top Producer 8i Import Tool dialog box opens.
Click OK.
The File Download popup window opens.
Click Save to save the program to your hard drive. Select the Desktop icon on the left side of the Save As dialog box, and then click Save.
Tip:
You can also choose to Run
the file if that option is available to you.
You can now import your data.
From Top Producer
7i More
Info:
From the:
Main screen in Top Producer 7i, go to Setup > Data transfer/conversion > Import data.
Setup Wizard - Data transfer page, select the Top Producer 7i Data Transfer Wizard check box. Click Close from the control menu, and then click Yes to exit the wizard.
Click Save to save the file to your hard drive. Select the Desktop icon on the left side of the Save As dialog box, and then click Save.
Tip: You can
also choose to Run the
file if that option is available to you.
You can now import your data.
It may take some time to import your data into Top Producer. During this time, you won't be able to sign in to the program until the import is successful. When it is safe to access your data in Top Producer, you will be sent an email confirming the data import was successful.
Warning: If you import the same file more than once, the contact information will be duplicated in Top Producer.
Double-click the Top Producer Data Transfer Wizard icon located on your desktop.
From the list of programs, select the program that the contacts were exported from. For example, select Maximizer CSV file. Click Next.
Notes:
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Type your Top Producer Username and Password in the text boxes. Click Next.
To select the source file that you want transferred into Top Producer, click Browse. Navigate to the file location and click Open. The selected file and its path appear in the Select data file section. Click Next.
To define how data is imported into Top Producer, you will need to map your data. For example, fields must be mapped correctly to ensure that your contact's first name is mapped to the First name field in Top Producer.
Once you've mapped your data, click Next.
The next step - which is very important - is to assign one or more unique contact types (for example, "Imported [current date"]) to identify the imported contacts. Any contact types selected will be assigned to ALL of the imported contacts. Select one or more contact types from the list, or type in the Contact types field. If you type multiple contact types, separate each with a comma. Click Next.
Note: Assigning a unique contact type makes locating the imported contacts quick and easy. If you don't assign a unique contact type and need to locate these contacts, you would need to search by one record at a time.
The next step is to verify that the data is correctly mapped to the respective Top Producer data fields. Compare each column's header with the data contained directly underneath it. For example, make sure that first and last name, address, etc, appear in the correct columns. If data is not correctly mapped, note which fields are incorrect and click Back twice to correctly map your data. Click Next if your data is correctly mapped.
When the import process is complete, an email confirming that the data import was successful will be sent to the email address you specify here. Enter your personal email address - not your email address for Top Producer. Click Start to begin the import process.
When the data transfer is finished, click Finish. When the data has been successfully imported into Top Producer, you will be sent an email advising that the import process is finished. At that time, you can safely sign in to Top Producer and review the imported data.
If you followed these instructions but your data does not import properly, then contact Technical Support since it may be necessary to send your data file to our Data Conversion department for alteration.
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Technical Support: 1-800-830-8300 |