Step 1: Search for Contacts to Export
Select Search for Contacts from the Contacts menu in the main menu bar.
Enter the search criteria for the contacts you would like to export, for instance a Contact Type. If you would like to export all contacts, do not enter any search criteria. Click the Search button at the bottom of the page.
On the Search Results screen, select the individual contacts to export by placing a check next to each name, or select them all by placing a check at the top of the list.
Click Export Contacts at the bottom of the page.
Step 2: Export Contacts
On the Export Contacts screen, choose if you would like to export only the Selected Contacts, or All Contacts in your database.
Choose the last option, Contact record and all associated items from the four Export Options:
Click the Export button to begin the export process. A message will appear stating the request is being processed. The processing time will depend upon how many contacts are being exported, and which of the four export options was selected.
Once the processing is complete, a prompt will appear allowing you to save the file. Once saved to the computer, the export process is complete.
How Do I Add Contacts From Top Producer?
To add contacts from Top Producer please go to the Contacts tab, click Import/Update Contacts and then select “From Top Producer”. This brings you to a new page where you will need to attach your export from Top Producer (as is - no need to reformat). Select the Overwrite radio button to remove potential duplicates and then choose the distribution list that you wish to add to from the drop down menu.