Top Producer Contact Import Tutorial ZipFormOnline has been integrated with Top Producer 7i to help those who use both systems save time and increase the accuracy in the completion process of ZipFormOnline transactions. This service is only available if you have active ZipFormOnline and Top Producer 7i accounts. Before you can actually import data into ZipFormOnline, you must set up your Data Export functionality in your Top Producer account. (See below - Top Producer Data Export Setup) Importing Contacts from Top Producer to a ZipFormOnline Transaction. Step 1 – After you have logged into ZipFormOnline elect the transaction that you want to import contact information into. Step 2 – From the Select Action dropdown at the right, select Partners to open the SelectPartner pop-up window. Step 3 – Click on the Top Producer icon in the SelectPartner pop-up window. Step 4 – Enter your top Producer User Name and as much search criteria as you wish then click Search. (Information must be entered in the fields.) Step 5 – When the search is returned, choose the appropriate contact and click Select. Step 6 – Now select which Role this contact is in the Transaction and click Save In Transaction. Repeat process for as many Contacts and Roles as you would like. Close Window and open the appropriate transaction. The information just imported from Top Producer 7i will be populated in the transaction. Please note. The information imported will not immediately show on the menu page. It will once you have opened the transaction and saved. 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 ZipFormOnline from the Add Data Service dialog box and Enter The User ID, which is your ZipFormOnline user name/email address. You are now able to import contacts from your Top Producer account into your ZipFormOnline account.