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4.27. Top Producer® 8i Export Instructions
Updated 06.08.13
Following are unofficial instructions for exporting contacts from Top Producer® 8i for import into your NewPanda contacts database.
Note: If you are an assistant or are part of a team or partnership account and the Export Data action link is unavailable through your Top Producer program, the account owner has not granted you export permissions. Contact the account owner for export rights.
Click here to view instructions for exporting Top Producer data by Category (Groups)
1. From the Top Producer main menu, select Contacts, then select Search for Contacts.
2. BROWSE to locate the records you want to export.
3. From the Search Results table, use the check boxes to select the contact records you want to
export. To select all records in the search results set, select the check box in the table/
column header.
4. Click Export Contacts. The Export Contacts screen will open.
5. Select your export options. For more information on the data each option will export, see the
"Export Contacts Screen" reference topic in your Top Producer program.
6. Click Export. The File Download dialog box will appear.
7. Click Save. The Save As window will open.
8. In the Save In field, browse for a convenient location (i.e., your Desktop or a folder on your
computer) to save the export file. Remember the location to which you are saving the file
-- you will need to access it later in the process.
9. In the File Name field, create a logical name for the .csv export file.
10. Click Save. An Exporting Records to File dialog box will appear. The process may take a few
minutes.
11. When the Export Complete dialog box appears, click OK.
Congratulations! Now you're ready to import your data into NewPanda. Click here to view our instructions for importing contacts!