Step 1: Exporting Your Contacts From Top Producer 8i
- Login to TopProducer 8i.
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Click Search for Contacts from the Contacts menu in the main menu bar.
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Enter the search criteria for the contacts you would like to export, for instance, a Contact Type. If you would like to export all contacts, do not enter any search criteria. Click the Search button at the bottom of the page.
Note: For more information about the Advanced Contact Search Feature, click here.
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On the Search Results screen, select the individual contacts to export by placing a check next to each name, or select them all by placing a check at the top of the list.
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Click Export Contacts at the bottom of the page.
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On the Export Contacts screen, choose if you would like to export only the Selected Contacts, or All Contacts in your database.
Under Export Contacts To, select CSV.
IMPORTANT: Under Export Options select Contact record and all associated items -
Click the Export button to begin the export process. A message will appear stating the request is being processed. The processing time will depend upon how many contacts are being exported, and which of the four export options was selected.
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Once the processing is complete, a prompt will appear allowing you to save the file. Once saved to the computer, the export process is complete.
Step 2: Importing Your Contacts Into Wise Agent CRM
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From the sidebar, select Contacts > Import/Export
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Once on the Import/Export page, under Import, select the T-Producer option.
Under Select Data To Import, select your desired option. - Once you're ready to proceed, click Import & that is it!