User Manual

• New Features in 3.x
• Overview of EurekaWare
• Installation Instructions
• Backup Outlook Contacts
• Backup Outlook
• Copy Outlook Contact Folders
• Export Outlook Contact Folders
• Converting Campaigns to Action Plans
• How To Buy
• Get Registration Key
• Enter Registration Key
• Forgot Registration Code
• Importing Data
• Importing Contacts from CSV File
• Importing Data from Top Producer & Farm Data
• Data Importing Tips
• Using EurekaWare
• Starting EurekaWare Real Estate Contact Manager
• EurekaWare Menus
• Changing Your User Information
• Converting Contacts
• "To Buy" Form for Real Estate Marketing
• "To Sell" Form for Real Estate Marketing
• Changing Drop Down Fields
• Changing Weblinks
• Changing the Contact Form
• Form Design Concepts
• Outlook Contact Fields
• EurekaWare Contact Fields
• Using Form Fields
• Sharing Contact and Calendar data
• Modifying Real Estate Views
• Create Drip Marketing Programs
• Email Marketing & Newsletters
• Web to Contact
• Action Plans and Marketing Campaigns
• Create an Action Plan or Marketing Campaign
• Create an ActionPlan Template
• Assigning Contacts
• Using Campaign Tasks
• Marketing Document Templates
• Create Marketing Flyers with Contact Records
• Create Marketing Flyers within a Marketing Campaign
• Customizing Existing Marketing Templates
• Create New Real Estate Marketing Templates
• Email Marketing Templates
• Mail Merge and Form Letters
• Create a New Mail Merge Document
• Running a Mail Merge with an Existing Document
• Uninstalling EurekaWare
• Uninstalling Microsoft Outlook Add-ins
• Microsoft Outlook Help and Tips
• Add an Address or Domain to Safe Senders in Outlook
• Real Estate Sticky Notes
• Send a Virtual Business Card
• Color Code Your Calendar
• Outlook Shortcut Keys
• Repairing Microsoft Outlook
• Getting Help
• Troubleshooting Wizard
• Report a Problem
• Suggest an Enhancement

 User Manual PDF

Importing Data from Top Producer & Farm Data

It is easy to import data from Top Producer or other sources that provide farm lists.

1. Importing Top Producer Data

   From the home page at Top Producer, click the "set-up" link. Select  "data transfer/conversion" and then  "Export data". Then click "Next" to export all contacts. Specify which columns you wish to export and then click begin export. When the export is complete you will be asked where to save the file on your computer (save it to a place you will remember).  You should save this file with a .csv suffix to designate that it is a comma separated file.

   Run the import contacts utility from the EurekaWare Configuration menu and specify Top Producer format.

   
   
2. Import A Farm List

Open the input file in Excel and match the field names of the input file with EurekaWare field names. Change the column headings of the input file to match Standard Outlook Fields and EurekaWare Fields. Save the input file as a csv format. If the import is large, you might want to break the records into separate files of a 1000 or less records. If the input file is to large the import may hang.

Run the import contacts utility from the EurekaWare Configuration menu and specify EurekaWare format.

More Data Importing Tips

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Last Modified: 12/4/2008 7:50:00 PM