CRM Better

CRM export

Move Top Producer into HOME.

A sample file in this layout, run through the converter on November 1, 2026. Every value below comes out of that run.

1Export from Top Producer

  1. Open Contacts and choose Search for Contacts.
  2. Choose Search, then select the contacts you want.
  3. Choose Export Contacts, then Selected or All Contacts.
  4. Set the destination to CSV, choose the Export Option, then choose Export.

Steps from Top Producer help: Export data, read November 1, 2026.

2What comes across

34 of 34 columns in the sample file reach a Home field.

A column counts as coming across when any contact in the sample file puts it in Home. Contacts that leave it empty do not change that.

In the Top Producer fileIn Home
Hidden contactsKey Background Info Tags
Contact IDKey Background Info
Contact TypeTags Key Background Info
SourceTags Key Background Info
Primary FirstNameFirst Name Key Background Info
Primary LastNameLast Name Key Background Info
Primary BirthdayBirthdate Key Background Info
Contact Note DateNotes Key Background Info
Contact NotesNotes Key Background Info
Email AddressPersonal Email Key Background Info Personal Email 2 Personal Email 3
UnsubscribedKey Background Info Tags
Other Email_Web TypeKey Background Info Personal Email 2 Personal Email 3
Other Email_Web AddrKey Background Info Personal Email 2 Personal Email 3
Other Email_Web DescKey Background Info
Home PhoneKey Background Info Home Phone
Bus PhoneWork Phone Key Background Info
Bus Phone ExtKey Background Info
Other Ph Nums TitleKey Background Info
Other Phone NumsPersonal Phone Key Background Info
Mobile PhonePersonal Phone Key Background Info
Address IDKey Background Info
Property TypeKey Background Info
House NumberKey Background Info
StreetKey Background Info
Street DesignatorKey Background Info
Suite NoKey Background Info
PO_BoxKey Background Info
CityKey Background Info
StateKey Background Info
ZipKey Background Info
Unlabeled column 62Key Background Info
Unlabeled column 64Key Background Info
Unlabeled column 65Key Background Info
Unlabeled column 66Key Background Info

3Before and after

Three contacts from the sample file. Only the filled columns are shown, on both sides.

Contact 1

Your export

Hidden contacts
0
Contact ID
synthetic-c
Primary FirstName
Casey
Primary LastName
Example
Email Address
casey@example.test
Unsubscribed
Yes
Property Type
Primary

HOME_Import.csv

First Name
Casey
Last Name
Example
Personal Email
casey@example.test
Tags
from-top-producer-9, sup-unsubscribed
Key Background Info
Top Producer Contact ID: synthetic-c Top Producer Email Address: casey@example.test Top Producer Hidden contacts: 0 Top Producer Primary FirstName: Casey Top Producer Primary LastName: Example Top Producer Property Type: Primary Top Producer Unsubscribed: Yes
Status
Undefined

Contact 2

Your export

Hidden contacts
0
Primary FirstName
Finley
Primary LastName
Example
Email Address
finley@example.test
Unsubscribed
No
Property Type
Primary

HOME_Import.csv

First Name
Finley
Last Name
Example
Personal Email
finley@example.test
Tags
from-top-producer-9
Key Background Info
Top Producer Email Address: finley@example.test Top Producer Hidden contacts: 0 Top Producer Primary FirstName: Finley Top Producer Primary LastName: Example Top Producer Property Type: Primary Top Producer Unsubscribed: No
Status
Undefined

Contact 3

Your export

Hidden contacts
0
Primary FirstName
Gray
Primary LastName
Example
Email Address
gray@example.test
Unsubscribed
No
Property Type
Primary

HOME_Import.csv

First Name
Gray
Last Name
Example
Personal Email
gray@example.test
Tags
from-top-producer-9
Key Background Info
Top Producer Email Address: gray@example.test Top Producer Hidden contacts: 0 Top Producer Primary FirstName: Gray Top Producer Primary LastName: Example Top Producer Property Type: Primary Top Producer Unsubscribed: No
Status
Undefined

Ready with your own file?

Convert your Top Producer