If you have been using alternate real estate CRM (Customer Relationship Management) software and wish to move this data into Top Producer 7i, the Online Software Conversion Wizard will step you through the process. The term “Online Software” will be used throughout this section to refer to these three products: Online Agent, Agent 2000 and AgentOffice.
What data is converted?
The following data will be converted:
- Contact and property information
- Listing and closing information
- Action, listing and closing plans and activities
- Scheduler activities
- Letter library
Preparing for an Online Software Conversion
Before converting your data from Online Software into Top Producer 7i, please ensure the following key steps have been completed:
- Optimize your Online Software database by running the “Re-index All” and “Pack All” functions. For more information on performing these functions, see your Online Software documentation.
- Perform the conversion on the SAME computer that the Online Software is installed on.
- Close all programs BEFORE running the Online Software Conversion Wizard. While the conversion is running, do NOT open any other programs on your computer. Therefore, you should ensure that you perform the conversion at a time when you will not need to use your computer.
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