Running the Online Software Conversion Wizard

Depending on the size of your Online Software database, the conversion process can take considerable time to complete. Therefore, it is recommended that you perform the conversion at a time when you will not need to use your computer.

Once you've completed the conversion, any data that could not be converted into a specific field due to data type inconsistencies will be placed into the relevant Notes field of the contact record.

To convert your Online Software data

1. Close all programs, and then double-click the Online Software Data Conversion Wizard icon on your desktop.

   The Online Software Conversion Wizard opens.

2. Read the information on this window, and then click Next.

3. If you have entered an assistant in the Online Software application, the Assistants detected window opens. Before you convert your data, you should create an assistant record in Top Producer 8i first. If you don't, any activities assigned to the assistant will be assigned to you. Otherwise, click Next to proceed.

4. Enter your Top Producer 8i Username and Password in the appropriate fields, and then click Next.

5. If you previously tried to convert your data and the conversion failed, or you cancelled the conversion once it had begun, the Data conversion recovery window will appear. Select one of the following: More Info:

   • Retransmit my converted data to Top Producer 8i: If you have not entered data into your Online Software database since your previous conversion attempt. Click Next.

   • Start the data conversion process over again from the beginning: If you have entered data in your Online Software program since your previous conversion attempt. Click Next.

6. If there are multiple users set up in both applications and there are activities that are assigned to these users, the Match Online Software activities to 8i users window appears. To assign the activities to the appropriate user, complete the following: More Info:

   1. Select the activity then select the user from the 8i Users column.

   2. Click the Add arrow.

   3. Repeat these steps until all activities are assigned to the appropriate user, and then click Next.

7. If you have not yet entered your email address in Top Producer 8i My Account, the Top Producer 8i email address window opens. Enter your email address and then click Next.

   The Conversion notification email address window opens.

8. Enter an email address other than your Top Producer 8i email address.

   Note:  Ensure you enter your email address correctly, since email notifications will be sent to this address to inform you about the status of your conversion.

9. Click Next.

   Your data will begin uploading to Top Producer 8i in preparation for the conversion. The Converting your data window appears, displaying the progress of the data upload.

10. When the data upload is finished, click Close on the Data transmitted successfully window. Now that your data has been uploaded to Top Producer 8i, it will be placed in a queue awaiting conversion.

    The time required to convert your data will depend on a number of factors. It may be as short as one hour, but you should allow up to 24 hours. If you do not receive an email within 24 hours stating that the conversion was successful, then contact Top Producer Technical Support to find out the status of your conversion.

    Note:  Do not sign in to Top Producer 8i or run the Online Software Conversion Wizard again until you have been notified of a successful conversion. Once you have converted your data into Top Producer 8i, you should not continue to use your Online Software program.

11. After you have received an email notification advising you that the data conversion was successful, you may log in and begin using Top Producer 8i.