Import Leads into Top Producer

Last Updated: Mar 02, 2018 03:58PM PST
Top Producer is a 3rd party web application designed to give Agents and Offices a way to manage leads and emails. You have the option of exporting your leads for importing into Top Producer using the Top Producer import tool

Please note that IDX Broker offers full Top Producer integration for all new leads that sign up, or that you add to IDX Broker. If you haven't already activated Top Producer integration, please do that now. 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 select Create from the dropdown.
  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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