Exporting Your Data

You can export contact, listing, closing, lead and referral records from Top Producer 8i to a standard comma-separated values (. CSV) file, which you can then import into other programs (such as Microsoft Outlook, ACT!, etc.). This makes it easy to transfer your contact information from one program to another.

Note:  If you are an assistant or are part of a team or partnership account and the Export Data action link is unavailable, this indicates the account owner has not granted you export permissions. Contact the account owner for export rights.

To export contact information:

1. Open the Search for Contacts screen. How?

   • From the Main Menu bar, go to Contacts > Search for Contacts.

2. Perform a search to locate the records you want to export.

3. From the Search Results table, use the check boxes to select the contact records you want to export or to select all records in the search results set, select the check box in the table/column header.

4. Click the Export Contacts action link.

   The Export Contacts screen opens.

5. Select your export options. For more information on the data each option will export, see the "Export Contacts Screen" reference topic.

6. Click the Export button.

   The File Download dialog box appears.

7. Click Save.

   The Save As window opens.

8. Select a location for the .CSV file, and then click Save.

   The file is downloaded.