Import Leads into Top Producer

Last Updated: Apr 16, 2019 03:21PM PDT
If you are using Top Producer to manage leads and emails, you have the option of automatically syncing the leads you capture with IDX Broker using the Top Producer import tool.

Please note that IDX Broker offers full Top Producer integration only for new leads that sign up, or that are manually added to IDX Broker. Note that the 8i Import Tool may still be required in order import your existing (not new) leads into your Top Producer account.

To export your leads, follow the directions below:
  1. Navigate to Leads -> Export. From here, click Create Exportin the upper-right hand corner.
  2. Choose the criteria for the leads you would like to export, and click Export. Save the CSV file to your computer.
  3. Open the CSV file in Excel or some other spreadsheet application in order to edit/review the fields.
  4. If necessary, save your edited file. 
  5. If you have a Top Producer subscription and need to import leads into the Top Producer system, please use the Top Producer import tool. Please note that IDX, Inc is not affiliated with Top Producer and cannot provide support for the Top Producer import tool.  

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