News, articles, and advice for Maine real estate licensees, loan officers, and all professionals who assist the consumer in the real estate transaction.
| Posted by: | Chrystie Corns |
| Chrystie's Website | Chrystie's Post Archive | |
| Posted on: | February 16th, 2010 at 8:17 pm |
| Filed under: | Uncategorized |
It’s Tech Tip Tuesday! In the past few weeks, I’ve worked with several new clients who are eager to get started in Social Media. Besides actually setting up the profiles, the next most important thing is adding friends and connecting to people you already have in your network. My recommendation to get started is to use the contacts in your existing email database. Since many of my clients use Top Producer, I thought it might be a good idea to give you instructions on how to export your contact database from Top Producer 8i into a CSV file so you can then use it to connect with your contacts in Facebook, LinkedIn or Twitter.
The following instructions come from: www.propertysource.com
- From the main menu, select Contacts, then select Search for Contacts.
- Browse to locate the records you want to export.
- 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.
- Click Export Contacts. The Export Contacts screen will open.
- 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.
- Click Export. The File Download dialog box will appear.
- Click Save. The Save As window will open.
- 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.
- In the File Name field, create a memorable name for the .csv export file .
- Click Save. An Exporting Records to File dialog box will appear. The process may take a few minutes.
- When the Export Complete dialog box appears, click OK.
Tune in tomorrow to find out how to upload your newly created CSV file in Facebook.
One Response to “How to export your contacts out of Top Producer 8i”
RSS feed for comments on this post. TrackBack URI



















[...] How to export your contacts out of Top Producer 8i [...]