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Saving The Data Transfer Wizard

Once you have completed the preparatory steps outlined in Data Transfer Wizard - Preparing to Import Your Data, the next step is to download the Top Producer 7i Data Transfer Wizard to your desktop.

Note: If you are using the Top Producer 7i Setup Wizard, skip to step 2.

  1. To download from Top Producer 7i main menu:
    • Close all open applications and login to Top Producer 7i.
    • From the main menu, point to Setup, then click Data transfer/conversion and then click Import data.
    • The File Download pop-up window opens. Skip to step 3.
  2. To download from the Setup Wizard:
    • From the Setup Wizard - Data transfer page select the Top Producer 7i Data Transfer Wizard check box, then click Close.
    • The Close setup wizard? pop-up window opens. Click Yes to exit the wizard. Proceed to step 3.
  3. From the File Download pop-up window:

    Image - File Download pop-up   window

    Click Save (or, Save this program to disk and click OK) to save the conversion program to your hard drive.

    The Save As pop-up window opens.

    Image - Save As pop-up window

  4. Click the Save in drop-down list and choose the directory in which you want to save the TP Data Transfer.exe file (it is recommended that you save it on your Desktop), then click Save.
  5. When the file download is complete, close the Download complete pop-up window.
  6. If you are not using the Top Producer 7i Setup Wizard, click Log out from the Top Producer 7i main menu to close the program.

Note: If prompted, click OK to restart your computer.