Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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The following sections provide instructions for exporting contacts from Top Producer for import into IXACT Contact.
To export contacts from Top Producer 7i:
1. From the Setup menu, select Data transfer / conversion and then Export data...
2. From the Export contacts page, select to Export all contacts or Search for contacts to export.
3. Click Next.
4. If you selected to Search for contacts to export:
a) Perform either a Quick search or an Advanced search to locate the records you want to export.
b) Click Start search.
c) From the Contact search results for export page, select the records you want to export.
d) Click Next.
5. From the Export contacts to a file page, select Export all columns.
6. Click Start export.
7. The Save exported file as dialog box opens.
8. Select a location (your Windows desktop for example) and type a File name.
9. Click Save.
10. The Exporting records to file dialog box opens, asking you to wait until the export process is complete.
11. When the Export complete dialog box is displayed, click OK.
To export contacts from Top Producer 8i:
1. From the Contacts menu, select Search for Contacts.
2. Enter the search criteria for the contacts you would like to export. If you would like to export all contacts, stay on the Quick Search tab and do not enter any search criteria.
3. Click Search at the bottom of the page.
4. On the Search Results screen, select the individual contacts to export by checking the box next to each name, or select them all by checking the box at the top of the list.
5. Click Export Contacts at the bottom of the page.
6. On the Export Contacts screen under Export options, select Contact record and all associated items.
7. Click Export. 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.
8. Once the processing is complete, a prompt will appear allowing you to save the file. Click Save to save the file to your computer.
Note: If you are using Internet Explorer and you do not receive a prompt to download the file, it is possible that Internet Explorer’s security settings have blocked the download. Click the yellow bar at the top of the page that says ”To help protect your security...” and select Download File... and return to step 6.
9. Select a location (your Windows desktop for example) and type a File name.
10. Click Save.
11. If the Download Complete dialog box appears, click Close.
