The instructions shown below are for Prep, version 4.01.0171. If the steps provided do not match the version you are using, please refer to the Help menu that is provided with Prep.
To export Prep data
From the main menu in Prep, click File and then select Import and Export.
The Export wizard opens.
From the available import methods, select Export to a Text File(comma separated).
Select Select All Prospects as the type of file to export and then click Next.
Specify a file location and file name with a .CSV extension. For example, the file name may be similar to Prep.csv. Click OK.
Click Next.
Select Click new Template. Type the name of the new template for the field mappings and click OK.
Select and drag all of the fields (and in their default order) to the To window. Exclude New Phone Number Type and New Internet Address Type. Click OK.
Select the template you just created as the export template and then click Next.
Click Finish to begin the export.
Refer to the import instructions for details on how to import this data into Top Producer 7i.