Friday, May 09, 2008

MLXchange Client import from BAS

We've added the ability to export clients in BAS to a format that can be used to import clients in MLXchange. Here are the necessary instructions.

1. Login to BAS
2. Hover over the clients menu option and choose "Export All"
3. Save the file somewhere (Desktop works well)
4. In MLXchange, hover over clients and choose "Client Manager"
5. In the lower left corner, change the drop down menu to "Import" and click the green arrow
6. In the data format options, select "Import Top Producer 7i Contacts"
7. Choose the appropriate option for overwriting/adding new clients (usually Add a new)
8. Click Next and Next again (as we've already got the file to import)
9. Browse for the file saved in step #3 and click the "Import" button
10. Click OK and all the clients from BAS should now be imported into MLXchange.

If you have other programs that can import clients in Top Producer 7i format, this export file should work for you as well. It's really just a simple Comma Seperated Values (CSV) file that can be used to import into many programs.

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