Agent Office Import Procedure

Agent Office Import Procedure

by Gary David Hall

I have done many imports to AO, from many kinds of files. If you want it done optimally, I am available on an hourly basis. We can do it online, together, on your computer.

YOU MUST HAVE A BACKUP BEFORE YOU START THIS PROCEDURE - if you have information in AO that you do not want to lose if things go badly. I have never needed the backup, but I have always had one. I expect that the first time I don’t, is the time I will need it.

I just saw a post from someone who was using Top Producer 6i, and bought Agent Office. They were unaware that you can get TP’s “Types” or the ‘notes’ to transfer to Agent Office. So…..I’ll tell you how to do it.

While in TP 6i, click on ‘Setup’, ‘Export Data’, ‘Send to Top Producer 6i’, ‘Display all contact’, ‘Select all’, ‘Export Source’ should be ‘Top Producer 6i’.

Note that at this point, all the fields are in the ‘Fields to export’ column. They include TYPES and NOTES. You want to highlight and ‘Remove’ fields that you do not use, before exporting, so you do not have to ‘Map’ them on the Agent Office import. Click on ‘Export’, and then give it a ‘File name’, and location.

Now you have a file to use to import the data into Agent Office.

Go to ‘Start’, ‘All Programs’, ‘Agent Office’, ‘Import’, ‘Yes’, ‘Top Producer System 6 (Windows)’...

The following line of instruction puts everyone in the import into the ‘Category’ ‘TP Import’ in Agent Office. That way, if the import doesn’t go the way you want it, you can delete the import contacts. It will also give you a future reference for who was in your “Old” database.

‘Set Defaults’, ‘Categories’, ‘Add’, ‘TP Import’, ‘OK’, ‘TP import’, ‘Include’, ‘OK’, ‘OK’,

Continuing – Click on ‘Choose file’, find the file you exported from TP 6i. Click on ‘Import’. You’re done!

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