ZipForm/WinForm Online Setup
Top Producer 7i has been integrated with ZipForm®/WinForm® Online to help those who use both systems save time and increase the accuracy in the completion process of ZipForm®Online transactions.
This service is only available if you have active ZipForm® or WinForm® Online and Top Producer 7i accounts. Before you can actually import data into ZipForm® or WinForm® Online, you must set up your Data Export functionality in your Top Producer 7i account.
Set Up Your Data Export Functionality
- Login to Top Producer 7i.
- From the main menu, point to Setup, then click on Data services setup.
- In the Data services setup window, click Add data service from the action menu.
- The Add data service window displays.
- If you do not know your ZipForm/WinForm Online email address, please review the Finding Your ZipForm/WinForm Online User ID section, then continue to the Importing Top Producer 7i Data into a ZipForm/WinForm Transaction section.
Finding Your ZipForm/WinForm Online User ID
In order to configure your Top Producer 7i license to send contact data to ZipForm/WinForm Online transactions, you will need to follow the instructions located at this link. One of the required items for configuring Top Producer 7i is the ZipForm user ID, which usually takes the form of an email address. If you are not sure of your ZipForm or WinForm user ID, follow the steps below to verify it:
- Login to ZipForm/WinForm Online.
- Look in the upper left corner of the ZipForm/WinForm interface to see your user ID. Note the circled user ID in the image below:
Take note of this user ID and enter it into Top Producer 7i's Add data service window when setting up your data export functionality.
Importing Top Producer 7i Data into a ZipForm/WinForm Transaction
The following instructions will walk a ZipForm Online or WinForm Online user through the process of importing Top producer 7i contact data into a transaction.
- Login to ZipForm/WinForm Online and click on the transaction for which you want to import the Top Producer 7i contact information.
- In the drop-down menu to the right of the transaction, select Partners to open the Select Partner pop-up window.
- Click on the Top Producer icon in the Select Partner pop-up window.
- Enter your Top Producer 7i username in the field provided. Enter the first and/or last name of the contact whose information you wish to import, then click Search.
- A list of Top Producer 7i contacts who match the search criteria entered in Step 4 will be displayed. Click on the Select button beside the desired contact record.
- Select the desired Role in the transaction for the selected contact, then click the Save In Transaction button to complete the import. You will receive a message stating that the contact was imported in transaction as the role that you selected.
- Repeat steps 1 through 6 for as many contacts as needed. Once you have finished importing, close the window and open the appropriate transaction to review the imported information.
