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Importing from Top Producer - Address Issues

Anya Mashaney Apr 02, 2015 12:42PM PDT

Hello!

We are looking to move to Reesio from Top Producer. However, the way that Top Producer exports the contacts, it puts each section of the home address in a separate cell. If I label each of the cells as "Home Address" while importing into Reesio, it does not import anything but the city, state, and zip code. Is there a way to import this information without having to go through all 1000+ contacts individually in excel before importing?

Thank you!

1 Community Answers

Best Answer
Reesio Support Apr 02, 2015 04:27PM PDT

Hi Anya,

To have the city, state and zip information imported to your Reesio contacts you need to match the columns to their proper fields in Reesio. We provide fields for "Home City", "Home State" and "Home Zip" so just match the top producer fields to those Reesio fields and it should show up in your contacts correctly.

Please don't hesitate to contact Reesio support at support@reesio.com if you have additional questions.

Also here is a support article on how to import contacts for your reference: https://support.reesio.com/customer/portal/articles/1663304-importing-adding-new-contacts-to-your-address-book

Thanks!


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