Top Producer - Exporting data from 7i

 

Setup, Data Transfer Conversion, Export Data, Export All Contacts, Next, Export Selected  Columns, (Select only the fields you will use in your next CRM solution), Start Export, Save-In (Select Desktop), File Name should say “Contacts.csv”.

 

Open the exported file (which is on your desktop) in Excel. Delete the first two columns, labeled “Hidden Contacts” and “Contact ID”. Save the file with those changes.

 

If you are importing that file into Outlook 2003 -

 

In Outlook, click on File, Import and Export, Import from another program or file, Next, Comma separated values (Windows), Next, click Browse and find the file you exported from TP on your desktop, Do not import duplicate items, Next, select the Contacts folder, make sure to "Map" the fields you are importing, and continue with the Wizard.

 

Contact us - 215.345.5222




HOME - SITE MAP - ABOUT US - SUCCESS STORIES - AGENT OFFICE SOFTWARE - AGENT OFFICE SUCCESS STORIES - AGENT OFFICE ACTIVITY PLANS - TRANS-PLANS - AGENT OFFICE TIPS - OUR SERVICES - REAL ESTATE CONTACT MANAGEMENT SOFTWARE - RE-ACTION NEWS - AGENT TOOLS - AGENT OFFICE ONLINE TRAINING - TOP PRODUCER SOFTWARE - AGENT OFFICE INTERACTIVE ONLINE CLASSES - ONLINE TRAINING & TECH SUPPORT  - REAL ESTATE TECHNOLOGY SEMINARS - CUSTOM FORMS - MY BLOG

 

Created and Maintained by Gary David Hall - Copyright 2000-2006 RE-ACT

Hit Counter