Using the Online Software Conversion Wizard To Convert Your Data

Please make sure you complete the steps in the Online Software Conversion Wizard - Preparing for an Online Software Conversion article before converting your alternate CRM data. The conversion process can take considerable time to complete if you have a large database, and you will not be able to use Top Producer 7i during this process. It is recommended that you perform the conversion process when you will not be using your computer (or Top Producer 7i) for a little while.

1. Once you have downloaded the TP Online Software Conversion.exe file to your desktop, double-click the icon to install and open the Online Software Conversion Wizard.
2. The Welcome to the Top Producer 7i Online Software Conversion Wizard window opens. Click Next.
3. The wizard now checks for assistants. If any assistants are detected in your Online Software application, the Assistants detected window opens before the Top Producer 7i loginwindow displays. This window advises you that if you have assistants in your Online Software application who have activities assigned to them, the activities will be reassigned to the agent if the assistant accounts are not created first in Top Producer 7i. If this applies to you, and you have not created the assistant accounts in Top Producer 7i first, cancel the data conversion, and log in to Top Producer 7i to create the assistant records. Then, run the Top Producer Data Conversion Wizard again.
   
   If you do not have an assistant in the Online Software application, the Top Producer 7i login window opens. Click Next and proceed to step 4.
4. Enter your Top Producer 7i Username and Password in the appropriate fields, and then click Next.
5. If you:
   • have never converted your Online Software data, skip to step 7.
   • have already converted your Online Software database successfully, you will not be able to perform the conversion again, in order to avoid duplication. The Data conversion was successful window will appear, telling you that your database has already been converted. Click Close.
   • recently ran the Online Software Conversion Wizard and your data is still being converted, the Data conversion is in progress window will appear. Click Cancel to Close the wizard.
   • previously tried to convert your data and the conversion failed, or you cancelled the conversion once it had begun, the Data conversion recovery window will appear. Proceed to step 6.
6. From the Data conversion recovery window, select:
   
   • Retransmit my converted data to Top Producer 7i if you have NOT entered data into your Online Software database since your previous conversion attempt. Click Next.
   • Start the data conversion process over again from the beginning if you have entered data in your Online Software program since your previous conversion attempt. Click Next.
7. If:
   • there are NOT multiple users set up in the Online software application and Top Producer 7i, skip to step 8.
   • there are multiple users set up in both applications AND there are activities that are assigned to these users, the Match Online Software activities to 7i users window appears.
     
     To assign these activities to the appropriate user, select the activity, then select the user from the 7i Users column, and then click the Add arrow. Repeat these steps until all activities are assigned to the appropriate user, and then click Next.
8. If:
   • you have entered your email address in Top Producer 7i Agent setup, proceed to step 9.
   • you have not yet entered your email address in Top Producer 7i Agent setup, the Top Producer 7i email address window opens. Enter your email address and then click Next.
     
     The Conversion notification email address window opens.
9. In the Conversion notification email address window, enter an email address other than your Top Producer 7i email address. Ensure you enter your email address correctly, since email notifications will be sent to this address to inform you about the status of your conversion. Click Next.
10. Your data will begin uploading to Top Producer 7i in preparation for the conversion. The Converting your data window appears, displaying the progress of the data upload.
11. When the data upload is finished, click Close on the Data transmitted successfully window. Now that your data has been uploaded to Top Producer 7i, it will be placed in a queue awaiting conversion.
    
    The time required to convert your data will depend on a number of factors. It may be as short as one hour, but you should allow for up to 24 hours. If you do not receive an email within 24 hours stating that the conversion was successful, please contact Top Producer Technical Support to find out the status of your conversion.

12. After you have received an email notification advising you that the data conversion was successful, you may login and begin using Top Producer 7i.

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