Top Producer Data Export Setup

Step 1 –
Log into your Top Producer account.


Step 2 –
Under Setup, select Data Services Setup.


Step 3 –
In the Data Services Setup window, on the left, select Add Data Service.


Step 4 –
Choose zipForm® Plus from the Add Data Service dialog box and Enter The User ID, which is your zipForm® Plus user name/email address.


You are now able to import contacts from your Top Producer account into your zipForm® Plus account.