To get your contacts out of Top Producer and into Moxi Engage, please follow the directions below.
- Follow the instructions on Top Producer's site at the following link and when prompted for what type of file, choose "Contact record and all associated items". http://www.topproducer.com/campus/top-producer/setup/import-export/export-data/
- Save the file as a .csv file with some kind of name that makes sense. Example: topproducercontact_Feb2016.csv
- Email the file to firstname.lastname@example.org and request a conversion.
- We will convert the file for you and send you the new file to import.
- Import into your contacts for your corporate brokerage email. (Example: email@example.com)
!! Before you begin: We can't stress enough that our conversion tool literally captures ONLY contact information such as name, address, phone numbers, and email address.
It does NOT capture property information, financial information, taxes, etc. !!