Importing & Exporting

Saving a Microsoft Excel Spreadsheet to a CSV File

The steps below will guide you through saving a Microsoft Excel Spreadsheet to a CSV file for import into Top Producer CRM. Open your contact list spreadsheet in Microsoft Excel. Click on the File tab, then select Save As. Under the Save as type menu, choose CSV (Comma delimited). Then click Save. In the warning

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Options for Importing Data

Top Producer CRM allows you to effectively create and manage contacts. If you already have existing contacts in another application that you would like to manage from within Top Producer, there are several options available to easily import your data, depending on the source. Synchronization Options Two of the import options are 2-way synchronizations, where

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How to Export Contacts from Top Producer

This article will provide information about exporting contacts from Top Producer CRM into a .csv (Comma Separated Value) file that can be edited and saved locally on your computer. A .csv file is a standard file format that can be viewed and edited by a spreadsheet program like Microsoft Excel, and is commonly accepted as

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Importing Contacts from a Mac Address Book

Contacts contained in the Address Book available on Mac computers can be imported into Top Producer CRM. The first step is to export the contacts from the Address Book into a file using the steps below. The second step is to use the Top Producer Import Wizard to import the contact(s) in the file. Note:

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Importing Your Contacts

We know how important importing contacts is to your business. That’s why we’ve made it quick and easy to import contacts into Top Producer CRM, so you can spend time growing your business—not entering contact information. Watch the Video: Import Checklist You want this to be easy, and it will be! Just make sure that:

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Fields Included in Each Export Option

You can export as little or as much data about your contacts as you like. From exporting just your contacts’ names to exporting every detail you’ve gathered over the years, there’s an export option available. To help you decide, we’ve laid out the fields that will be included in each export option. Just click an

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