The instructions shown below are for Online Agent. If the steps provided do not match the version you are using, please refer to the Help menu that is provided with Online Agent.
To export Online Agent data
From the main menu in Online Agent, click File then click Export Contact Information.
In the Export to file field, enter a location and file name for your export file. Name the export file with a .csv extension and specify where to save the file (for example, C:). For example, the file name may be similar to, Online.csv.
To ensure that all fields are exported, select all fields from the Available grid, then click Include.
All fields will appear in the Selected grid.
Refer to the import instructions for details on how to import this data into Top Producer 7i.