How do I convert data from a third-party application or data file for use in Top Producer 7i?
Importing third-party application data for use in Top Producer 7i The instructions below will show you how to import your third-party application data for use in Top Producer 7i. Overview There are four basic ways to import third-party application data into Top Producer 7i. • Use one of the data filters provided in the Top Producer 7i Data Transfer Wizard to import data from a supported application. See Section 1 below. • Use the Online Software Conversion Wizard to import data from Online Agent, Agent 2000, or AgentOffice. See Section 2 below. • If you wish to import data from PREP 3 or PowerPak, see Section 3 below. • If you wish to import data from an application or data source that is not listed in Sections 1 – 3 below, then use the Top Producer 7i Data Transfer Wizard to pre-sort your data so that it imports into the matching fields in Top Producer 7i. See Section 4 below. Section 1 – Importing data from a supported application Using the Top Producer 7i Data Transfer wizard, you c
