Top Producer Data Expot 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®Online from the Add Data Service dialog box and Enter The User ID, which is your ZipForm®Online user name/email address.




You are now able to import contacts from your Top Producer account into your ZipForm®Online account.