Exporting contacts from the program

To open the Export contacts page: From the Setup menu, under Data transfer/conversion, click Export data.

You can export contact, listing, closing, lead and referral records from Top Producer 7i 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 menu item is unavailable, this indicates the responsible agent has not granted you export permissions. Contact the database owner for export rights.

To export contacts

  1. From the Export contacts page, select to Export all contacts or Search for contacts to export. More Info:

    • Export all contacts - select this option to export all contact, listing, closing, lead, and referral records.

    • Search for contacts to export - select this option to search for and select specific records for export.

  1. Click Next.

  2. If you selected to Search for contacts to export:

    1. Perform either a Quick search or an Advanced search to locate the records you want to export.

    2. Click Start search.

    3. From the Contact search results for export page, select the records you want to export. More Info:

      • Click Select all to highlight the entire list of records.

      • Hold down the Ctrl key and click on specific records to select multiple records from the list.

    4. Click Next.

  3. From the Export contacts to a file page, select an Export option. More Info:

    • Export all columns - Choose this option to export all Top Producer 7i database columns.

    • Export selected columns - Choose this option to customize your export by selecting the columns and the order in which you want to export.

      • Select the columns you want to export from the Columns available for export grid. Click the right arrow to move them into the Columns selected for export grid. The order you choose in the Columns available for export grid, determines their order in the export file. Use the Move up/Move down links to change the order.

    • Export search results columns only - If you chose to search for the contact(s) you want to export in step 2, you can export only the three columns that were displayed on the Contact search results for export page (contact name, address and main contact number). This option will not be available if you chose to export all contacts.

  4. Click Start export.

    5. The Save exported file as dialog box opens.

  5. Select a location (your Windows desktop for example) and type a File name.

  6. Click Save.

    7. The Exporting records to file dialog box opens, asking you to wait until the export process is complete.

  7. When the Export complete dialog box is displayed, click OK.