When you transfer your contacts from the Top Producer export file to the "Command Contact Import Template", you will need to know how the fields in these two different systems match up.
- If you use the "Command Contact Import Template", you will notice Top Producer does not have information for some Command fields. You can manually fill in any blank fields in the "Command Contact Import Template" for those fields to import to Command.
- If Command does not have a field that is in Top Producer, you can create a "Custom Field" in Command. Manully add that information after your contacts have been imported. Click here to learn more about creating "Custom Fields".
- Leave any field blank on the "Command Contact Import Template" if you do not have data in that field. For example, do not enter "N/A".
The following table can help you determine how to match the Top Producer fields to the Command fields when you copy and paste to the "Command Contacts Import Template".
|Command Field Category||Command Field||Top Producer Field||Notes|
|Contact Name and Description||First Name||First Name|
|Middle Name||Initial||Not in Top Producer|
|Last Name||Last Name|
|Prefix||Not in Top Producer|
|Full Legal Name||Not in Top Producer|
|About||Not in Top Producer|
|Mobile Phone||Country Code||Not in Top Producer|
|Mobile Phone||Mobile Phone|
|Home Phone||Country Code||Not in Top Producer|
|Home Phone||Home Phone|
|Work Phone||Country Code||Not in Top Producer|
|Work Phone||Business Phone|
|Email 2||Other Email_Web Address|
|Address 2||Street||Not in Top Producer|
|Street||Not in Top Producer|
|Department||Not in Top Producer|
|Key Dates||Birthday||Primary Birthday||Also a Secondary Birthday in Top Producer|
|Home Anniversary||Not in Top Producer|
|Status Group (Stage)||Captured/
|Not in Top Producer|
|The Top Producer Contact Types do not match up with the System Tags in Command. Use a User (Custom) Tag in Command if there is not a match.|
|First Time Buyer|
|User (Custom) Tags||Tags||Groups in Top Producer do not export, manually add the contact groups as User (Custom) Tags in Command.|
|Other Source||There are different source types in Top Producer: List Source, Closing Source, and Referral Source in Top Producer.|
|Added||Not in Top Producer|
|Social Media||Social Media profiles do not export from Top Producer. You can manually add these the "Command Contact Import Template".|