Exporting Contacts for Import into IXACT Contact

Exporting Contacts from Microsoft Outlook

To export contacts from Microsoft Outlook into IXACT Contact:

1. From the File menu, select Open & Export, and then Import/Export.
2. Select Export to a file.
3. Click Next.
4. Select Comma Separated Values.
5. Click Next.
6. Select your Contacts folder you want to export.
7. Click Next.
8. Click Browse.
9. Select a location (your Windows desktop for example) and type a File name.
10. Click OK.
11. Click Next.
12. Click Map Custom Fields.
13. Click Default Map.
14. Click OK.
15. Click Finish. The Import and Export Progress screen will appear. When it disappears, the export is complete.

Exporting Contacts from Top Producer

The following sections provide instructions for exporting contacts from Top Producer
for import into IXACT Contact.

Top Producer 7i

To export contacts from Top Producer 7i:

1. From the Setup menu, select Data transfer / conversion and then Export
   data...
2. From the Export contacts page, select to Export all contacts or Search
   for contacts to export.
3. Click Next.
4. If you selected to Search for contacts to export:
   a) Perform either a Quick search or an Advanced search to locate the
   records you want to export.
   b) Click Start search.
   c) From the Contact search results for export page, select the records
   you want to export.
   d) Click Next.
5. From the Export contacts to a file page, select Export all columns.
6. Click Start export.
7. The Save exported file as dialog box opens.
8. Select a location (your Windows desktop for example) and type a File name.
9. Click Save.
10. The Exporting records to file dialog box opens, asking you to wait until the
    export process is complete.
11. When the Export complete dialog box is displayed, click OK.

Top Producer 8i

To export contacts from Top Producer 8i:

1. From the Contacts menu, select Search for Contacts.
2. Enter the search criteria for the contacts you would like to export. If you
   would like to export all contacts, stay on the Quick Search tab and do not
   enter any search criteria.
3. Click Search at the bottom of the page.
4. On the Search Results screen, select the individual contacts to export by
   checking the box next to each name, or select them all by checking the box
   at the top of the list.
5. Click Export Contacts at the bottom of the page.
6. On the Export Contacts screen under Export options, select Contact
   record and all associated items.
7. Click Export. A message will appear stating the request is being processed.
   The processing time will depend upon how many contacts are being
   exported, and which of the four export options was selected.
8. Once the processing is complete, a prompt will appear allowing you to save
   the file. Click Save to save the file to your computer.
   Note If you are using Internet Explorer and you do not receive a prompt to
            download the file, it is possible that Internet Explorer’s security
            settings have blocked the download. Click the yellow bar at the top of
            the page that says ”To help protect your security...” and select
            Download File... and return to step 6.
9. Select a location (your Windows desktop for example) and type a File name.
10. Click Save.
11. If the Download Complete dialog box appears, click Close.

Exporting Contacts from Realty Juggler

To export contacts from Realty Juggler:

1. Sign in to your Realty Juggler account.From the Main menu, click Contacts.
2. Click the Export link at the bottom of the page.
3. Click Export.
4. Save the export file to your computer.

Exporting Contacts from Wise Agent

To export contacts from Wise Agent:

1. Sign in to your Wise Agent account.
2. On the Contacts Tab, click Import/Export.
3. Click Export Outlook/CSV.
4. On the Select Clients to Export screen make sure Category is set to Show All
   and "include contact notes in export" is set to "yes".
5. Above the first contact Name, check the Select All check box.
6. Click Export Selected.
7. Save the export file to your computer.

Exporting Contacts from Gmail

To export contacts from Gmail:

1. Sign in to Gmail.
2. Click Gmail at the top-left corner of your Gmail page and choose Contacts.
3. Choose More » Export.
4. Choose whether to export all contacts or only one group.
5. Select the Outlook CSV export format.
6. Click Export.
7. Save the export file to your computer.

Exporting Contacts from Yahoo! Address Book

To export contacts from Yahoo! Address Book:

1. Sign in to Yahoo! Mail.
2. Click on the Contacts tab.
3. Click Actions, and select Export All.
4. When the Export screen displays, click Microsoft Outlook: Export Now.
5. Save the export file to your computer.

Exporting Contacts from ACT!

To export contacts from ACT!:

1. From the File menu, select Data Exchange and then Export.
2. In the File type field, select Text - Delimited.
3. Select a location (your Windows desktop for example) and type a File name.
   Make sure you enter a file name with a .csv extension.
4. Click Next.
5. Select Contact records only.
6. Click Options.
7. Select the Comma option button in the Select field separator section.
8. Select the Yes, export field names check box in the Do you want to
   export field names section.
9. Click OK.
10. Click Next.
11. Select All records.
12. Click Finish. Do not click Next at this step, since doing so will open the ACT
    field mapping options. Any mapping changes made to the data file will cause
    the data to import into the wrong fields in IXACT Contact.