Warning: If you are using the AccuSync feature of AgentOffice – you cannot import data into the Master database if there are database copies currently checked out.

Step One: Creating an Export Data File from your CRM

1. In  your CRM main menu, Look for a Setup menu; Data Transfer/ Conversion; Export Data; the Search Contacts for ASCII Export screen appears.

2. The Select Fields to Export screen appears. Select the fields that you want to export. Press the Start Export button.

3. The Save Exported Data As screen appears. You are prompted for a file name and location. Select a folder and enter a file name with a .CSV extension.

4. You will be notified when the exporting process has finished.

5. Once you have created this file from your CRM program, you will have to open up this file using a spreadsheet program, like Microsoft Excel. There are two columns that will need to be removed from this file: Contact ID and Address ID. These are columns that your CRM adds into the database and they may be removed before importing.

Step Two: Importing the Contact Data into Agent

1. From the Start; Programs menu, select the Agent software program group, then select the Import icon. The Import Contact Data screen appears.

2. The system asks if you have a current backup of your AgentOffice data. If you do, press the Yes button and continue. If you do not, press the No button to cancel the import process, make backup copies of your data and then return to these instructions.

3. Press the Comma Delimited (ASCII) button. The Import screen appears. Tip: You may want to set default values to be used if an imported field does not exist, or to place identifiers for the source, or grouping information, in the User-Defined fields. To set default values, press the Set Defaults button. Keep in mind that setting defaults will not override EXISTING data. For example, if you set the area code default to “777″ phone numbers in the database with existing area codes will not suddenly be changed to “777″ area codes. However, those phone numbers without area codes, will be given the “777″ area code. Make your selections and press the OK button.

4. Press the Select File button to select the file that was just created. You will have to map the fields to match up the fields from your export to match the fields in AgentOffice.

5. Once all fields have been properly mapped. Press the Import button and the import process begins. The system notifies you as each contact is added.

6. When the process is complete, you are returned to the Comma Delimited Import screen. Press the Close button.

Note: Do not run the import again! If you do, a duplicate set of records will be added to your database!

7. Press the Exit button to exit the import process.

That should do it!