HomeNewPandaContacts How-To's and Help TopicsTop Producer® 7i Export Instructions

4.27. Top Producer® 7i Export Instructions

Updated 06.12.13

Following are unofficial instructions for exporting contacts from Top Producer® 7i 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 Setup, then choose Data transfer/conversion.

2. Click Export data. The Export contacts page will then be displayed.

3. Option 1 - Export All Contacts — use this option to export all of your contact records.

    Option 2 - Search for Contacts to Export — use this option to search for and select specific records
                      for export.

4. Click Next to proceed.

5. If you selected Export All Contacts in Step 3, skip to Step 9.

    If you selected Search for Contacts to Export in Step 3, from the Search contacts for export page:

        a) Choose either Quick Search or Advanced Search to specify the types of records you want
               to export.

        b) Click Display All from the control menu to retrieve all records.

        c) The Contact Search Results for Export page is displayed with the results of your search.

6. Option 1 - Use the Select All link to select all records.

    Option 2 - Hold down the [Ctrl] key on your keyboard and click on specific, individual records to
                      select them for export.

7. Click the Search Results Total button in the bottom right corner to display the number of records
    selected.  Verify that this is the correct number of records you want to export.

8. Click Next to proceed.

9. From the Export Contacts to a File page, select either:

    Option 1 - Export All Columns — exports all TOP PRODUCER 7i database columns.

    Option 2 - Export Selected Columns — allows you to select the columns and the order in which you
                      want to export.  If using this option, be sure to choose all name, address, telephone
                      number, email address, business name/address, URL and birth date information.

Double-click to select the columns you want to export from the Columns Available for Export matrix (or select the respective columns and use the right arrow icon to advance) to move them into the Columns Selected for Export matrix. Columns will be exported in the order selected (no particular order is needed for import into the Relationship Manager system as long as column headings are included in the upload file).  Use the Move up/Move down links to change the order of columns selected if you so desire.

    Option 3 - If you chose Search for Contacts to Export (Option 2, Step 3), only contact name,
                        address and main contact number will be exported. 

10. Click Start Export. A Save Exported File As dialogue box will be displayed.

11. 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.

12. In the File Name field, create a logical name for the .csv export file.

13. Click Save. An Exporting Records to File dialog box will appear. The process may take a few
      minutes. 

14. 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!

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