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How to export contacts from your Top Producer 8i Account

These instructions will provide information about exporting contacts from Top Producer 8i into a .csv (Comma Separated Value) file that can be saved locally on your computer.

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.
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