Importing Contacts from Top Producer to a ZipForm®Online Transaction.

Step 1 –
After you have logged into ZipForm®Online select the transaction that you want to import contact information into.


Step 2 –
From the Select Action dropdown at the right, select Partners to open the SelectPartner pop-up window.




Step 3 –
Click on the Top Producer icon in the SelectPartner pop-up window.




Step 4 –
Enter your top Producer User Name and as much search criteria as you wish then click Search. (Information must be entered in the fields.)




Step 5 –
When the search is returned, choose the appropriate contact and click Select.




Step 6 –
Now select which Role this contact is in the Transaction and click Save In Transaction.



Repeat process for as many Contacts and Roles as you would like.

Close Window and open the appropriate transaction. The information just imported from Top Producer 8i will be populated in the transaction.

Please note. The information imported will not immediately show on the menu page. It will once you have opened the transaction and saved.