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When you export your data out of another software product, like Top Producer, your information will be copied.  Your old database will not be modified in any way.


If you have an .XLS file and need to convert it to a .CSV file:
  1. Open the file in Microsoft Excel
  2. Select Save As... from the File menu
  3. At the bottom of the save dialog is a format drop-down - select CSV (Comma delimited)


To transfer Contacts from Top Producer 7i into RealtyJuggler:
  1. Launch Top Producer 7i. From the Main menu, Click “Setup”, “Data Transfer / Conversion”, then click “Export data....” The Export contacts page is displayed.
  2. Select the export option: “Export all contacts”.
  3. Click “Next” to proceed. The Export contacts to a file page open.
  4. Select the export option: “Export all columns”
  5. Click “Start” export to begin. The Save exported file as... dialog is displayed.
  6. Select a location (your Windows desktop for example) and type a file name for the .csv export file in the File name field. Click on the “Save” button.
  7. The Exporting records to file dialog appears, asking you to wait until the export process is complete. When the Export complete dialog box is displayed, click “OK” button.
  8. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select Top producer 7i for your format. Then select the file and then click on the Import button.


To transfer Contacts from Top Producer 8i into RealtyJuggler:
  1. Launch Top Producer 8i. From the main menu, select Contacts > Search for Contacts.
  2. Choose "All Contacts". Click on the Search button.
  3. From the Search Results table, use the check boxes to select the contact records you want to export. To select all records in the search results set, select the check box in the table/column header (upper-left corner of the display grid).
  4. Click on the "Export Contacts" menu at the bottom of the screen. The Export Contacts screen will open.
  5. Select the option to export "All Contacts". Select the export option "Contact Records and ALL Associated Items". This is NOT the default option, so check this carefully. If you use the default option, address information will be missing from your export.
  6. Click on the "Export" button. The File Download dialog box will appear.
  7. Click Save. The Save As window will open.
  8. In the Save In field, browse for a convenient location (i.e., your Desktop or a folder on your computer) to save the export file. Remember the location to which you are saving the file. You will need to access it later in the process.
  9. In the File Name field, create a logical name for the .csv export file.
  10. Click Save. An Exporting Records to File dialog box will appear. The process may take several minutes.
  11. When the Export Complete dialog box appears, click OK.
  12. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select Top producer 7i for your format. Then select the file and then click on the Import button.
NOTE: Top Producer will export corrupted files if the export is done using Safari Internet Browser on a Mac. We recommend doing your export from Top Producer while using Internet Explorer on a PC.

Top Producer has some detailed instructions for how to do an export, along with screen shots at the below link:
http://www.topproducer.com/campus/8i/import-export/export-data/menu-id-149/


To Transfer contacts from Top Producer 6i into RealtyJuggler:
  1. Launch Top Producer 6i. Select “Export Data…” from “Setup” menu. Select “Send to Top Producer System 6”.
  2. Click on the “Display all Contacts” button.
  3. Click on “Select All” button.
  4. Click on “Export Contacts” button. Export Source should be “Top Producer 6i”. Click “Export” button, type in a file name, pick a "Folder" to save it into, click “OK” button.
  5. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select Top Producer 6i for your format. Then select the file and then click on the Import button.


To transfer Contacts and Calendar from Microsoft Outlook into RealtyJuggler:
  1. Would you rather Synchronize your information? If so, use the Outlook Sync instead.
  2. Launch Microsoft Outlook. Click on the File menu
  3. Select the Import and Export... menu item
  4. Click on the Export to a File item in the list
  5. Click on the Next button
  6. Click on the COMMA SEPERATED VALUES (DOS) item in the list
  7. Click on the Next button
  8. Select what you want to export. Make sure to select either Contacts or Calendar
  9. Click Next
  10. You can then determine the name of the exported file and the location
  11. For Calendar, you will need to select the date range you want to export
  12. Click Next
  13. Click Finish
  14. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select Outlook for your format. Then select the file and then click on the Import button.


To transfer Contacts from ACT! into RealtyJuggler:
  1. Launch ACT! From the main menu in ACT! click File » Data Exchange » Export. The Export wizard opens.
  2. In the File type field, select Text - Delimited.
  3. Click the Browse button (the button with the three dots) next to Filename and Location. The Save As dialog box appears. Specify a file location and file name with a .CSV extension. Click Next.
  4. Select Contact records only, and then click Options.
  5. Complete the following: Select the Comma option button in the Select field separator section. Select the Yes, export field names check box in the Do you want to export field names section. Click OK to return to the wizard. Click Next.
  6. Select All records and click Finish. Do not click Next at this step, since doing so will open the ACT field mapping options.
  7. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select ACT! for your format. Then select the file and then click on the Import button.
Sage Software has some instructions on their web site. Below is a link to those instructions:
Instructions from Sage Software
Additional Instructions


To Transfer Contacts from ACT! Premium for Real Estate to RealtyJuggler:
  1. Launch ACT! Select Export… from ACT! File menu.
  2. Click on Next for the Export Wizard.
  3. Select from the Pop-Up menu for Type of file and select Text delimited.
  4. Click on the Browse… button.
  5. From that dialog click on Desktop icon at left and type output.csv for the File name.
  6. Click on Open button in the dialog. This will close the dialog.
  7. Click Next for the Export wizard.
  8. Select Contact Records from the radio button for records to output.
  9. Select the All records for the records you want to export.
  10. Click on the next button. Keep Comma for the delimiter. Check the “yes, export field names” check box.
  11. Click on the next button.
  12. Click Next on step 5 of 6 of the wizard.
  13. Click Finish on the step 6 of 6.
  14. All of these steps have produced a file called output.csv and it is on your desktop.
  15. You can now go to RealtyJuggler, click on settings icon, click on the Import icon. Now select Import icon and select Contacts for what you are importing. For file format, select ACT! Select the file you have just exported and import it.


To Transfer Contacts from Agent Office / Online Agent / Agent 2000 / Executive Agent to RealtyJuggler:
  1. Click on the Contacts module in Agent Office. Click on the Tools menu and select from the Group menu item the Search By Example sub-menu item. Type "-!" (without the quotes) in the first name field. Blick the begin button. This means that you are looking for all the contacts that do not have a ! in the first name field, which will be ALL of your contacts.
  2. From the 'File' menu select the 'Export Contact Information' menu item. In the 'Export to file' field , double click, then in the 'Save in' field, pick a place to export the file to. In 'Save as type' , select 'All Files'. Then in 'File Name', name the file, and end it with a ".csv" - no quotes. Click 'Save'.
  3. The 'Export Contact Information' box will open. Click on the ALL fields available to export, then click 'Include', and then 'OK'. The list of fields available is a scrollable list - make sure to scroll down and select all the possible fields. You will have 6 pages of field names - over 80 fields in all. Make sure to add them all. If you miss even one, the import will not work correctly.
  4. The instructions differ slightly with different versions of Agent Office, so the above instructions might not match perfectly.
  5. You can now go to RealtyJuggler, click on settings icon, click on the Import icon. Now select Import icon and select Contacts for what you are importing. For file format, select Agent Office CSV Format. Select Allow Uplicates. Select the file you have just exported and import it.


To Transfer Contacts from Maximizer to RealtyJuggler:
  1. From the main menu in Maximizer, click File and then select Export Address Book Entries.
  2. Specify the path and filename of the export file by Clicking Browse and from the Save in drop-down list, select where you want to save the file and enter a file name. Click OK.
  3. In the Format list box, select comma-delimited.
  4. In the Export options section, leave the Include field names as first record in export file option selected. Click OK
  5. In the Select Fields for Export dialog box, use the Add button to select ALL the fields for export. Click Export.
  6. Send the resulting file as an attachment to administrator@realtyjuggler.com and we will get your data imported for you.


To Transfer Contacts from Filemaker to RealtyJuggler:
  1. Open your FileMaker database, and display a layout that shows the records you want to export. FileMaker does not save fields that are not visible in Browse or Preview mode.
  2. Find the records to export - you normally want to export all records.
  3. From the File menu select Export Records menu item.
  4. In the Export Records to File dialog box, type a name and choose a location for the file. Give the filename an extension of csv
  5. Choose a file type of Comma-Separated Text format (CSV) from Save as type (Windows) or Type (Mac OS), then click Save.
  6. Send the resulting file as an attachment to administrator@realtyjuggler.com and we will get your data imported for you.


To Transfer Contacts from Yahoo! Address Book to RealtyJuggler:
  1. Log into Yahoo! Mail. Click on your address book.
  2. From the Tools menu, select the Export... menu item.
  3. Click on button to export Microsoft Outlook format. Save the export file to your computer.
  4. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select Outlook for your format. Then select the file and then click on the Import button.


To Transfer Contacts from GMail Contacts to RealtyJuggler:
  1. Log into Gmail Mail. Click on the contacts button to the left of the screen.
  2. Click Export link to the upper-right of the screen.
  3. Click on drop-down menu to export Microsoft Outlook format. Save the export file to your computer.
  4. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select Outlook for your format. Then select the file and then click on the Import button.


To Transfer Contacts from Outlook Web Access (OWA) to RealtyJuggler: Export and Import is not permitted for this product. The below link describes the limitations Microsoft has placed on this product:
http://www.microsoft.com/exchange/2007/evaluation/featurecomparison.mspx
The marketing material from Microsoft bills OWA as a product for people who are unable to get to their desktop and use the full version of Microsoft Outlook 2007 installed on their PC. Therefore, you should do your Export from Outlook 2007 and not from OWA.


To Transfer Contacts from Apple Address Book to RealtyJuggler:
  1. Go to Apple Address Book. Click on the 'File' menu and select 'Export Contacts...' menu item. Select Export group vcard. Make sure you have first selected the group(s) you want to export. Save the export file to your computer.
  2. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Next Click on the Format menu and select vCard for your format. Then select the file and then click on the Import button.


To Transfer Contacts from MoreSolds to RealtyJuggler Contacts:
  1. Log into MoreSolds. Export your contacts.
  2. Once you have that file exported, go to RealtyJuggler, Click on the Settings icon and then click on the Import icon. Select Import:Contacts. Next Click on the Format menu and select MoreSolds for your format. Then select the file and then click on the Import button.


Importing Landvoice Data into RealtyJuggler Prospects:
  1. Make sure that you are getting your data from LandVoice in Comma Separated Value format (CSV). If you are not sure, give them a call and they can make sure they are sending you the data in the appropriate format.
  2. Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospect and select LandVoice CSV for the format.
  3. Select the file to import and click on the Import button.


Importing ByOwnerDaily Data into RealtyJuggler Prospects:
  1. Make sure that you are getting your data from ByOwnerDaily in Comma Separated Value format (CSV). If you are not sure, give them a call and they can make sure they are sending you the data in the appropriate format.
  2. Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospect and select ByOwnerDaily CSV for the format.
  3. Select the file to import and click on the Import button.


Importing FSBO Leader Data into RealtyJuggler Prospects:
  1. Make sure that you are getting your data from FSBO Leader in Comma Separated Value format (CSV). If you are not sure, give them a call and they can make sure they are sending you the data in the appropriate format.
  2. Go to the Main:Settings:Import section of RealtyJuggler and select Prospect for Import and select FSBO Leader CSV for the format.
  3. Select the file to import and click on the Import button.


Importing TheRedX Data into RealtyJuggler PROSPECTS:
  1. Export your data out of TheRedX as Microsoft Outlook CSV Format.
  2. Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospects and select Microsoft Outlook CSV for the format. Make sure that you select Allow Duplicates.
  3. Select the file to import and click on the Import button.


Importing TheRedX Data into RealtyJuggler CONTACTS:
  1. Take a look at the data that you want to export out of TheRedX. RealtyJuggler needs at least one of the following: first name, last name or company name. If all three of these fields are blank, then fill in "Occupant" for the last name field.
  2. Export your data out of TheRedX as Top Producer 8i CSV Format.
  3. Open this file within Microsoft Excel and take a look at it. RealtyJuggler requires that all contacts have either a first name, last name, or company name. If there are rows that lack all three of these columns, you should fill in something for the last name field so that the data gets imported.
  4. Go to the Main:Settings:Import section of RealtyJuggler and select Import:Contacts and select Top Producer 7i/8i CSV for the format. Make sure that you select Allow Duplicates.
  5. Select the file to import and click on the Import button.


Importing ForeclosureU Data into RealtyJuggler PROSPECTS:
  1. RealtyJuggler expects a CSV formatted file. If you have an XLS or any other format of file, open it within Excel and save as CSV format.
  2. Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospects and select Format:ForeclosureU. Make sure that you select Allow Duplicates.
  3. Select the file to import and click on the Import button.


Importing Foreclosure Radar Data into RealtyJuggler PROSPECTS:
  1. RealtyJuggler expects a CSV formatted file. If you have an XLS or any other format of file, open it within Excel and save as CSV format.
  2. Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospects and select Format:Foreclosure Radar. Make sure that you select Allow Duplicates.
  3. Select the file to import and click on the Import button.


Importing Windows Contacts Data into RealtyJuggler Contacts:
  1. Click on the Export icon on your toolbar. Export all columns. Save the file as a CSV file.
  2. Send the file to administrator@realtyjuggler.com and we can do the import into RealtyJuggler for you.


Importing Microsoft Entourage for Mac Data into RealtyJuggler Contacts:
  1. Click on the Export... menu item in the File menu in Entourage application. Select the radio button 'Export Contacts to a list (tab-delimited text)'. Save the file as a CSV file.
  2. Send the file to administrator@realtyjuggler.com and we can do the import into RealtyJuggler for you.


If you have any trouble, feel free to e-mail your data to administrator@realtyjuggler.com and we can do the import for you.
We can import anything, as long as it us in CSV / Excel format, which is the format that all modern contact management products use to transfer information.
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