6i Data Conversion Tool - Preparing for a Desktop Data Conversion

If you have an existing desktop database from the previous Top Producer 6i version, you can use the 6i Data Conversion Tool to easily convert and import the information into Top Producer 8i.

What data is converted?

• Contacts, addresses, properties, history, and notes
• Contact and property pictures, and maps (converted to .jpg format)
• Listings
• Closings
• Action plans (excluding attachments)
• Activities (excluding attachments)
• Leads (agent created)
• Referrals
• Pick lists
• Letters
• Income and expense data
• Buyer/seller net sheets
• Scheduled service reports (service report activities, service report options, and service report comment library)
• Service report plans

Preparing for a Full Top Producer Desktop Data Conversion

Step 1: Create an assistant account in 8i for assistant activities before converting previous assistant activity data.

Step 2: Synchronize all remote computers and handheld devices.

Step 3: Back up your desktop database.
Below are details on how to complete each step.

Step 1: Create an 8i Assistant Account

If you’re converting assistant activities (to-dos, appointments, etc.), you must create an 8i assistant account before converting your data. If this isn’t done, all activities previously assigned to the assistant will be reassigned to the agent once the data is imported into 8i.
An assistant account can be created in 8i from two locations:

From the 8i Setup Wizard:

Use the Previous or Next buttons until you see the Assistant Information page (step 4 of the Setup Wizard).

From the My Account link:

1. Click My Account under the Account menu at the top right corner of 8i.
2. From the Team Members tab, click the Add Assistant link.
3. Fill in the assistant information and click the Save Assistant infobutton.

   IMPORTANT!
   The assistant first and last name created in Top Producer 8i must be an exact match (including case sensitivity and spacing) to the assistant names in Top Producer 6i. If the name doesn’t match exactly the activities won’t be properly assigned during data conversion.

Step 2: Synchronize all Remote Computers and Handheld Devices

It’s vital to synchronize, otherwise the data currently stored on remote computers and handheld devices won’t be available in Top Producer 8i.

• To consolidate all of your data in one location, synchronize your database changes from each remote computer to the master computer before converting your data into 8i.
• If you have a handheld device(s) running Top Producer for Palm Computing Connected Organizers, you should HotSync your handheld device(s) to the Top Producer master computer before converting your data into 8i.

  Note: For detailed instructions on how to synchronize your remote computers or HotSync your handheld device(s), refer to the Top Producer User Guide and/or the Top Producer for Palm Computing Connected Organizers (TPP) User Guide.

Once you’ve synchronized all of your remote data to the master computer, verify that the data on the master is correct and up-to-date.

Step 3: Back Up Your Database

The backup operation should be performed on the master computer once you’ve synchronized all of your remote computers and your handheld devices (if applicable). We recommend that you make a backup of your Top Producer database to removable media (floppy diskettes, CD-R/RW, ZIP disks or similar) and to your local hard drive.

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