When you export your data out of another software product, like Top Producer, your information will be copied. Your old database will not be modified in any way.

If you have an .XLS file and need to convert it to a .CSV file:

Open the file in Microsoft Excel
Select "Save As..." from the File menu
At the bottom of the save dialog is a format drop-down - select "CSV (Comma delimited)"

To Transfer Contacts from Gmail Contacts to RealtyJuggler:

Would you rather do a 2-Way Synchronization of your Contacts and Appointments using our Google Sync tool?
Sign into Gmail Mail. There is a Google Apps drop-down in the upper right (The icon is 9 dots in a tic-tac-toe grid that will let you select any of Google's apps.) Scroll down and click on the icon for Contacts.
At the upper right, on the same line as the Name / Email column headers, click on the Export icon (an arrow pointing up out of a box) and select the "Outlook CSV" radio button.
Click the Export button at the lower right and save the export file to your computer. If you see an option to Save or Open, Select Save.
Sign into RealtyJuggler and go to Main:Settings:Import. Next Click on the "Format" menu and select "Outlook comma separated values (CSV)" for your format. Then select your file and then click on the "Import" button.

To transfer Contacts from Top Producer 8i into RealtyJuggler:

Launch Top Producer 8i. From the main menu, select Contacts > Search for Contacts.
Choose "All Contacts". Click on the "Search" button.
From the Search Results table, use the check boxes to select the contact records you want to export. To select all records in the search results set, select the check box in the table/column header (upper-left corner of the display grid).
Click on the "Export Contacts" menu at the bottom of the screen. The Export Contacts screen will open.
Select the option to export "All Contacts". Select the export option "Contact Records and ALL Associated Items". This is NOT the default option, so check this carefully. If you use the default option, address information will be missing from your export.
Click on the "Export" button. The File Download dialog box will appear.
Click Save. The Save As window will open.
In the Save In field, browse for a convenient location (i.e., your Desktop or a folder on your computer) to save the export file. Remember the location to which you are saving the file. You will need to access it later in the process.
In the "File Name" field, type in a name for the .csv export file (something like TP.csv).
Click "Save". An Exporting Records to File dialog box will appear. The process may take several minutes.
When the Export Complete dialog box appears, click OK.
Go to the Main:Settings:Import section of RealtyJuggler. Select the "Top Producer 7i/8i" menu from the "Format" menu. Select your file and then click on the "Import" button.

NOTE: Top Producer will export corrupted files if the export is done using Safari Internet Browser on a Mac.

To transfer Contacts from Top Producer 7i into RealtyJuggler:

Launch Top Producer 7i. From the Main menu, Click "Setup", "Data Transfer / Conversion", then click "Export data...." The Export contacts page is displayed.
Select the export option: "Export all contacts".
Click "Next" to proceed. The Export contacts to a file page open.
Select the export option: "Export all columns"
Click "Start" export to begin. The "Save exported file as..." dialog is displayed.
Select a location (your Windows desktop for example) and type a file name for the .csv export file in the File name field. Click on the "Save" button.
The "Exporting records to file" dialog appears, asking you to wait until the export process is complete. When the Export complete dialog box is displayed, click "OK" button.
Once you have that file exported go to the Main:Settings:Import section of RealtyJuggler. Select the "Top Producer 7i/8i" menu item from the "Format" menu. Select your file and then click on the "Import" button.

To Transfer contacts from Top Producer 6/6i into RealtyJuggler:

Launch Top Producer 6i. Select "Export Data…" from "Setup" menu. Select "Send to Top Producer System 6".
Click on the "Display all Contacts" button.
Click on "Select All" button.
Click on "Export Contacts" button. Export Source should be "Top Producer 6i". Click "Export" button, type in a file name, pick a "Folder" to save it into, click "OK" button.
Go to the Main:Settings:Import section of RealtyJuggler. Select the "Top Producer 6i" menu item from the "Format" menu. Select your file and then click on the "Import" button.

To Transfer contacts from Moxiworks / Moxi Engage into RealtyJuggler:

Sign into Moxieworks. On the top navigation bar, select People and click on My People.
Click "Select all" at the upper left. This will activate the Export drop-down menu on the line above.
Select Export and click the .csv option on the menu to export a Comma-Separated Values spreadsheet.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

To transfer Contacts and Calendar from Microsoft Office Outlook (PC Version) 2013 and later into RealtyJuggler:

Launch Microsoft Outlook 2013. Click on the "File" tab at the top of the screen
Select "Open & Export" tab at the left, then click "Import/Export". This brings up the Import/Export wizard.
Click on the "Export to a File" item in the list
Click on the "Next" button
Click on the "Comma Separated Values" item in the list
Click on the "Next" button
Select what you want to export. Make sure to select either Contacts or Calendar
Click "Next"
You can then determine the name of the exported file and the location - pick Desktop for location
For Calendar, you will need to select the date range you want to export
Click "Next"
Click "Finish"
Go to the Main:Settings:Import section of RealtyJuggler. Select the "Outlook comma separated values (CSV)" menu item from the "Export" menu. Select your file and then click on the "Import" button.

Additional Outlook 2013 Export Instructions

To transfer Contacts and Calendar from Microsoft Office Outlook (PC Version) 2010 and later into RealtyJuggler:

Launch Microsoft Outlook 2010. Click on the File tab at the top of the screen
Select Options, then click "Advanced". Click "Export".
Click on the "Export to a File" item in the list
Click on the Next button
Click on the "COMMA SEPARATED VALUES (DOS)" item in the list
Click on the "Next" button
Select what you want to export. Make sure to select either Contacts or Calendar
Click "Next"
You can then determine the name of the exported file and the location
For Calendar, you will need to select the date range you want to export
Click "Next"
Click "Finish"
Go to the Main:Settings:Import section of RealtyJuggler. Select "Outlook comma separated values (CSV)" menu item from the "Format" menu. Select your file and then click on the "Import" button.

To transfer Contacts and Calendar from Microsoft Office Outlook (PC Version) 2007 and Earlier into RealtyJuggler:

Launch Microsoft Outlook. Click on the File menu
Select the "Import and Export..." menu item
Click on the "Export to a File" item in the list
Click on the "Next" button
Click on the "COMMA SEPARATED VALUES (DOS)" item in the list
Click on the "Next" button
Select what you want to export. Make sure to select either Contacts or Calendar
Click "Next"
You can then determine the name of the exported file and the location
For Calendar, you will need to select the date range you want to export
Click "Next"
Click "Finish"
Once you have that file exported, sign into RealtyJuggler and go to Main:Settings:Import. Select the "Outlook comma separated values (CSV)" menu item from the "Format" menu. Select your file and then click on the "Import" button.

To transfer Contacts and Calendar from Microsoft Office Outlook (Mac Version) into RealtyJuggler:

Launch Microsoft Outlook (Mac Version).
Go to Contacts, and select all contacts
Create a new folder on your Mac Desktop.
Click and drag the records from Outlook into this folder. This will create individual .vcf files each contact.
Right click on the folder, and compress the records (Creating a .zip file)
Go to Main:Settings:Valet Import, and submit this .zip file for import.
If you get stuck, give us a call at (970) 672-3467 and we can help over the phone.

Importing Outlook Express Data into RealtyJuggler Contacts:

From Outlook Express, select File > Export > Address Book from the main menu.
Select Text File (Comma Separated Values).
Click Export.
Go to the Main:Settings:Import section of RealtyJuggler and select "Contacts" from the "Import" icon and then "Outlook comma separated values (CSV)" from the "Format" menu.
Select the file to import and click on the "Import" button.

Importing Booj Contacts into RealtyJuggler:

Access booj via MAX/Center
Select 'Contacts & Leads' in the top navigation bar
Select the small checkbox to the left of the contacts you want to export (select the checkbox next to 'First Name' to select all contacts)
Click the "Export" button on that screen to save your Contacts as a CSV file.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Boomtown Contacts into RealtyJuggler:

Log into Boomtown. Near the top left side of the screen, click the "Select" button. Choose ALL of your Contacts. You may need to clear filters before clicking the Select and choosing ALL.
To the Left of Select, click Bulk Actions and select "Export" from the menu. It is the last option on the list. If the "Export" menu item is not visible, contact your Boomtown team leader to get permission to export. The ability to export can be limited by the team leader.
On the Export screen, make sure the radio button for "Export as CSV" is selected and click the Export button at the lower right and then click Confirm.
Boomtown will email you a link so that you can download your Contacts to your computer. Click the link, save the .CSV file to your computer to your home screen or downloads folder.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

To Transfer Contacts from Apple iCloud to RealtyJuggler:

If you are using the Safari Internet Browser, select Preferences from the Safari menu item. Uncheck the check box "Open Safe Files After Downloading". Close Preferences.
Go to iCloud Contacts at https://www.icloud.com/contacts and sign in using your iCloud Apple ID and password.
Click on the Contacts icon at the lower left. Verify you are viewing All Contacts by looking at the top-left of the Contacts address book style interface. You should see All Contacts.
Above the middle list of Contacts, click on the blue circle with 3 dots. Click the option "Select All Contacts". Every Contact should be highlighted after doing this.
In the upper right, click on the blue icon that looks like an arrow pointing up out of a box and select "Export vCard..." menu item.
A combo vCard will be created and begin downloading.
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Contacts" from the "Import" menu. Select "vCard (.vcf)" from the "Format" menu. Select the file you have just saved and then click on the "Import" button.

To Transfer Calendar from Apple iCloud to RealtyJuggler:

If you are using the Safari Internet Browser, select Preferences from the Safari menu item. Uncheck the check box "Open Safe Files After Downloading". Close Preferences.
Go to iCloud Calendar at https://www.icloud.com/calendar and sign in using your iCloud Apple ID and password.
Publicly share a calendar by clicking on the antenna icon to the right of the calendar name and checking the "Public Calendar" box..
Select and copy the URL (web address) from that shared calendar and paste it to the address field in your browser; do not press Enter or Return yet.
Change "webcal" to "http", and then press Enter.
An ICS file will download to your default downloads location. The calendar can be added to a calendar client like iCal on Mac or Outlook on a Windows PC.
Once the download completes, unpublish the shared calendar.
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Calendar" from the "Import" menu. Select "iCalendar (.ics)" from the "Format" menu. Select the file you have just saved and then click on the "Import" button.

To Transfer Contacts from Maximizer to RealtyJuggler:

From the main menu in Maximizer, click File and then select Export Address Book Entries.
Specify the path and filename of the export file by Clicking Browse and from the Save in drop-down list, select where you want to save the file and enter a file name. Click OK.
In the Format list box, select comma-delimited.
In the Export options section, leave the Include field names as first record in export file option selected. Click OK
In the Select Fields for Export dialog box, use the Add button to select ALL the fields for export. Click Export.
Send the resulting file to Main:Settings:Valet Import and we will get your data imported for you.

To Transfer Contacts from Filemaker to RealtyJuggler:

Open your FileMaker database, and display a layout that shows the records you want to export. FileMaker does not save fields that are not visible in Browse or Preview mode.
Find the records to export - you normally want to export all records.
From the "File" menu select "Export Records" menu item.
In the Export Records to File dialog box, type a name and choose a location for the file. Give the filename an extension of csv
Choose a file type of "Comma-Separated Text format (CSV)" from Save as type (Windows) or Type (Mac OS), then click Save.
Send the resulting file to Main:Settings:Valet Import and we will get your data imported for you.

To Transfer Contacts from Yahoo! Address Book to RealtyJuggler:

Sign into Yahoo! Mail. Click on the "Contacts" icon in the upper right.
Click On "..." below the Contacts icon and select "Export to CSV file" which will save a Contacts.CSV file.
If you are prompted, specify the path and filename of the export file by Clicking Browse and from the Save in drop-down list, select where you want to save the file and enter a file name. Click OK.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

To Transfer Contacts from Outlook Web Access (OWA) to RealtyJuggler:

Sign into your Outlook Web Access Account and click on the "Addressbook" tab on the left
Click on the "Import/Export" button at the bottom of the screen.
For "Export To:" drop-down select the latest version of Microsoft Outlook listed.
Click on the "Export" Button. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Outlook comma separated values (CSV)" from the "Format" menu. Then select the file and then click on the "Import" button.

To Transfer Contacts from Apple Address Book to RealtyJuggler:

Go to Apple Address Book. The Address Book has three panes, from left to right. Click on "All Contacts" in the first pane.
Click on the 'File' menu and select 'Export...' menu item and the "Export Group vCard" sub-menu. Make sure you have first selected the group(s) you want to export. Save the export file to your computer.
Once you have that file exported, sign into RealtyJuggler and go to Main:Settings:Import. Select "vCard (VCF)" from the "Format" menu. Then select the file and then click on the "Import" button.

Importing MoreSolds Contacts into RealtyJuggler:

Sign into to MoreSolds. Click on the "Export Contact List" link on the left.
Select an export format of ".csv" and click the "Export" button.
Click the blue, "Click here for CSV file" link that appears. If your browser asks you to "Save" or "Open" the file, choose "Save", as opening the file may make the data unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Landvoice Data into RealtyJuggler Prospects:

Make sure that you are getting your data from LandVoice in Comma Separated Value format (CSV). When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospect and select "LandVoice CSV" for the format.
Select the file to import and click on the "Import" button.

Importing ByOwnerDaily Data into RealtyJuggler Prospects:

Make sure that you are getting your data from ByOwnerDaily in Comma Separated Value format (CSV). When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospect and select "ByOwnerDaily comma separated values (CSV)" for the format.
Select the file to import and click on the "Import" button.

Importing RealtyTrac Data into RealtyJuggler Prospects:

Export your data/report from RealtyTrac Leader in Comma Separated Value format (CSV). When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Valet Import section of RealtyJuggler and submit your file there, and we can do the import into RealtyJuggler for you.

Importing TheRedX Data (including RedX Vortex)into RealtyJuggler PROSPECTS: Click here for instructions on loading theRedX leads into RealtyJuggler.

Importing Trulia Data into RealtyJuggler PROSPECTS:

Export your data out of Trulia as CSV Format. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Import section of RealtyJuggler
Select the "Prospects" menu item from the "Import" menu.
Select "Trulia comma separated values (CSV)" from the "Format".
Select the file to import and click on the "Import" button.

Importing Foreclosure/Property Radar Data into RealtyJuggler PROSPECTS:

RealtyJuggler expects a CSV formatted file. If you have an XLS or any other format of file, open it within Excel and save as CSV format.
Go to the Main:Settings:Import section of RealtyJuggler.
Select the "Prospects" menu item from the "Import" menu.
Select "Foreclosure/Property Radar comma separated values (CSV)" from the "Format" menu.
Select the file to import and click on the "Import" button.

Importing Windows Contacts Data into RealtyJuggler Contacts:

Launch Windows Contacts
Click on the Export icon on your toolbar. Export ALL columns. You will need to check off all of the check-boxes in the list. Click Finish to Save the file as a CSV file.
Remember where you have saved that file and the name of the file.
Go to the Main:Settings:Import section of RealtyJuggler
Select "Contacts" from the "Import" menu.
Select "Microsoft Outlook comma separated values (CSV)" from the "Format" menu.
Select the file you just saved from Windows Contacts and click on the "Import" button.

Importing Microsoft Entourage for Mac Data into RealtyJuggler Contacts:

Click on the Export... menu item in the File menu in Entourage application. Select the radio button 'Export Contacts to a list (tab-delimited text)'. Save the file as a CSV file.
Go to Main:Settings:Valet Import and we can do the import into RealtyJuggler for you. Make sure to let us know that the file came from Entourage.

Importing WiseAgent Data into RealtyJuggler Contacts or Prospects:
WiseAgent->RealtyJuggler Video Tutorial

Sign in to Wise Agent. On the Contacts Tab, click "Import/Export"
Click on the WiseAgent icon to export all your WiseAgent data.
On the "Select Clients to Export" screen make sure Category is set to "Show All" and "include contact notes in export" is set to "yes".
Change "Records Per Page" to 2500 and click the "Go" button. You will need to export each page if you have more than 2500 Contacts.
Above the first contact Name, check the "Select all" box.
Click the "Export Selected" button.
Save the file somewhere you can find it easily – we recommend saving it to the desktop. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Valet Import section of RealtyJuggler and follow instructions for loading into RealtyJuggler.

Importing Solve360 Data into RealtyJuggler Contacts:

From Solve360, set search filter to "Show All Contacts"
Choose Data > Export this List (CSV))
Click Save. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Send the file to Main:Settings:Valet Import and we can do the import into RealtyJuggler for you.

Importing Sharper Agent Data into RealtyJuggler Contacts:

From SharperAgent, Go to Contact Manager,
Choose "Check All"
On the right side choose "Download Contacts"
Click "Select All"
Click the arrow button >> to move the fields to the column on the right
Click "Done"
Click the "Download" button
Choose "Save". Title the file and save it to your computer. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Send the file to Main:Settings:Valet Import and we can do the import into RealtyJuggler for you.

Importing iXACT Contact Data into RealtyJuggler Contacts:
iXACTContact->RealtyJuggler Video Tutorial

In IXACT Contact, click Utilities in the top navigation bar. Click Export IXACT Contacts.
Save the resulting .csv file to your desktop. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Import.
Select "Contacts" from the "Import" menu. Select "iXACT Contact Comma Separated Values (CSV File)" from the "Format" menu. Select your file to import and then click on the "Import" button.

Importing BombBomb Data into RealtyJuggler Contacts:

Open your BombBomb database, and select the List you want to export from the column on the left.
The List you selected will be displayed. To the right of the List name there will be a gear. Click it, and select the Export option. The list will be emailed to the Bombbomb account holder.
Open your email account, select the email and save the attached exported file to your desktop.
Send the resulting file to Main:Settings:Valet Import and we will get your data imported for you.

Importing QuickBooks Data into RealtyJuggler Contacts:

Step 1. Open Quickbooks. Go to the Report Center by clicking Reports > Report Center.
On the left sidebar in the Reports Center, click the "Lists" link.
Click the "Contact List" link in the appropriate section (e.g., Customer) to view a contact list.
Click OK to view the report. Click the Export. . . button and check the radio button for "a comma separated values file (.csv), then click Export.
Save the resulting .csv file to your desktop.
Send your .csv file to Main:Settings:Valet Import and we can convert the file for you.

Importing Advantage xi Data into RealtyJuggler Contacts:

Step 1. Open Advantage xi. From Main menu on left side or on main panel tabs, click "Address Book" tab.
Set "Contact Type" to "[All Types]"
Set "Classification" to "All Records"
Make sure the records you want to export are marked – Click "Data" menu, select first option: "Mark All Record Ctrl+A" or, just hold down the Ctrl key and press "A" – All records should now have a blue "X" at the beginning of each record before the first field.
Click "Data" menu from and select "Export..." menu item (2nd to last item in menu.)
"Select File to export to..." screen will pop up.
Fill in "File name:" with YourNameAdvantageContacts
Change "Save as type:" to "Comma Delimited Text (*.TXT)" if it isn't already selected.
Save the file to your Desktop so that it is easy to find.
Send your .csv file to Main:Settings:Valet Import and we can convert the file for you.

Importing Market Leader Data into RealtyJuggler:

Sign into Market Leader. In the left navigation, click Prospects
At the top of the Prospect List, click Import/Export
Click the Export Prospects tab, and then follow the on-screen instructions
You can also export your contacts from Market Leader. To do that: In the navigation list, click Contacts. In the action links, click Import/Export. Click the Export Contacts tab.In the Contact Status drop down list, select the appropriate status type. Click Export. When the browser prompts you, select Save. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Import section of RealtyJuggler and select Import:Prospects and select Format:MarketLeader CSV.
Select the file to import and click on the "Import" button.

Importing Time Warner (RoadRunner) WebMail Data into RealtyJuggler:

Sign into TimeWarner WebMail. In the left navigation, click Prospects
At the top of the screen, click the "Address Book" button
Click the "Export" Button right below.
For "File Format:" Select "MS Outlook". Click "OK". When the browser prompts you, select Save. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Go to the Main:Settings:Import section of RealtyJuggler and select the "Contacts" menu item from the "Import" menu and then select "Outlook comma separated values (CSV)" from the "Format" menu.
Select the file to import and click on the "Import" button.

Importing PlanPlus Online - Franklin Covey Data into RealtyJuggler:

Sign into PlanPlus. Hover your mouse over the "My Account" tab at the top of the screen and select the "Import" option that appears on the dropdown list.
Click on the Export tab below "Data Import/Export", then click on the "Contacts" link.
To export all of your records from your database, select the "Export CSV file" link to the right of the "Public Contacts" link.
If you are prompted to "Save" or "Open" the file, choose to "Save" the file as opening the file may make the data unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Outlook.com, Live.com, MSN.com, Hotmail.com contacts into RealtyJuggler:

Go to https://outlook.live.com/people/ and sign in.
Click the "Manage" drop-down at the top right of the People section and select the "Export contacts" menu item, then, click the blue "Export" button.
Export the file "contacts.csv" to your hard drive. If asked to "Open" or "Save", select "Save".
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Contacts" from the "Import" menu. Select "Outlook comma separated values (CSV) from the "Format" menu.

Importing ZipForm Contacts into RealtyJuggler:

Sign into ZipForm. Click on the ADDRESS BOOK icon located in the Tools tab.
Select the contact(s) you wish to export and click on the Export button.
Select the location on your computer that you wish to save the contact as a V-Card file to.
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Contacts" from the "Import" menu. Select "vCard (VCF)" from the "Format" menu. Select your file and click on the "Import" button.

Importing RealtyJuggler Contacts into ZipForm:

Sign into RealtyJuggler. You can export an individual contact record by going to that Record and clicking on the Download vCard link at the bottom of the Detail screen for a Contact.
You can export many records by going to Main:Settings:Export. Make sure to select vCard as format.
Sign into ZipForm. Click on the ADDRESS BOOK icon located in the Tools tab.
Click on the "Import" button. Find the file you just saved and load it into ZipForms. Make sure to select "vCard (VCF)" from the "Format" menu.

Importing Keller Williams myKW eEdge contacts into RealtyJuggler:

Log into mykw.kw.com. On the eEdge Control Panel under "myContacts", click "View Contacts".
Click the white "Contacts" icon on the top gray bar. A drop-down menu will appear. Select the "Import/Export Contacts" menu item.
A new page will display. Click on the "Export Contacts" tab.
Select one group from the "Contact Groups" drop-down, and select "All" from the "Contact Status" menu. Click the blue "Export" button.
Save your file to your hard drive - perhaps your Desktop, so you can easily find it again. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Sign into RealtyJuggler. Go to Main:Settings:Valet Import. Select "Keller Williams eEdge (.csv)" from the "Format" menu. Select your file. Select your file and then click on the "Upload" button.
Repeat this process for each Contact Group you want to export from eEdge.

Importing Keller Williams KW Command:

Log into Agent.KW.com. Click the Contacts icon on the left sidebar.
Click the 3 dots to the far right, selecting Export All Contacts. You will get a notification when it is finished
Click the Bell icon in the upper right, and then click the "here" link to download the exported file
Save your file to your hard drive - perhaps your Desktop, so you can easily find it again. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Sign into RealtyJuggler. Go to Main:Settings:Valet Import. Select "Other" from the "Format" menu and type in "KW Command" into the description field. Select your file. Select your file and then click on the "Upload" button.

Importing KVCore contacts into RealtyJuggler:

Log into KVCore. Near the top left, click on "Smart CRM".
Click on the "More Actions" drop-down menu and select "Export Contacts" menu item.
On the Export Contacts pop-up, pick the email address to export to, and click the EXPORT button. You will receive an email with a download link.
Click the download link and save the file to your computer.
Save your file to your hard drive - perhaps your Desktop, so you can easily find it again. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Sign into RealtyJuggler. Go to Main:Settings:Valet Import. Select "Other" from the "Format" menu and type in "KVCore" into the description field. Select your file. Select your file and then click on the "Upload" button.

Importing GoDaddy Email contacts into RealtyJuggler:

Sign into GoDaddy. From the Address Book menu, click Contacts.
Click Export. Click Export CSV.
In the Download dialog box, click Save. If prompted, specify the folder you want to save the file in and the name of the file, and then click Save. When you export your data, you may be asked if you want to "Save" or "Open" the file. Select "Save". If you choose "Open", the data will be modified and become unreadable by RealtyJuggler.
Send that file you just downloaded to Main:Settings:Valet Import and we can convert the file for you.

Importing GoldMine contacts into RealtyJuggler:

From the main menu in Goldmine, click Tools » Import/Export Wizard » Export Contact Records.
The Export wizard will open. Click the Export to a new file option button.
For the file type, click the ASCII file option button and then click Next.
From the Select Filter/Group screen, select All Contact Records! and then click Next.
Click on all of the Goldmine fields by selecting the fields and clicking the Add Field button. Make sure to add them all.
Click Next.
Name the file Goldmine.CSV and save to your desktop. Click OK.
Select the Export GoldMine field names that has mappings as first record check box, then click Next.
Select the No option and click Next.
Click Finish.
Send that file you just downloaded to Main:Settings:Valet Import and we can load it for you.

Importing My Real Estate Tools / My Red Tools contacts into RealtyJuggler:

Sign into My Red Tools. Click the icon "Manage Contacts" on the tool bar.
In the main part of the screen, on the "Quick Search" screen, click the button in the lower right, labelled "Export your entire contact database."
You will be taken to the export screen. Right-click "Click here to download" - you will get the standard system dialog for saving your data.
Send that file you just downloaded to Main:Settings:Valet Import and we can load it for you.

Importing RE/MAX LeadStreet contacts into RealtyJuggler:

Sign into your Agent Website. Click the icon "Clients" button at the top of the screen.
Click on the "Contacts List" tab at the top of that screen.
Click on the "Export Contacts" link at the bottom of that screen. Choose your groups. Click on the "Export Group(s)" button at the bottom of that screen.
If you are asked if you want open or save the file, select "Save". Save the file to your Desktop.
Send that file you just downloaded to Main:Settings:Valet Import and we can load it for you.

Importing Brian Buffini Referral Maker contacts into RealtyJuggler:

Sign into Referral Maker. Click the icon "Relationships" button at the top of the screen.
Click on the "Export" tab at the bottom left of that screen.
Check off all the groups to export. Click on the "Export Relationships" button at the bottom of that screen.
If you are asked if you want open or save the file, select "Save". Save the file to your Desktop.
Send that file you just downloaded to Main:Settings:Valet Import and we can load it for you.
To include your Referral Maker groups as categories, export each Group as an individual file. Include the name of the Group in your Valet Import instructions as a category to be added. That way, your group name will be added as a category for all of the records contained in that file.

Importing MRIS Matrix contacts into RealtyJuggler:

Sign into MRIS Matrix. Click the icon "My Matrix" tab at the top of the screen.
Check off the contacts you want to export or click on the first check-box in the upper-left corner of the Contacts list to select ALL contacts.
Click on the "Export Selected" link at the bottom of the screen.
If you are asked if you want open or save the file, select "Save". Save the file to your Desktop.
Send that file you just downloaded to Main:Settings:Valet Import and we can load it for you.

Importing Cole Information Prospects into RealtyJuggler:

Sign into Cole Information web site. After selecting your neighborhood, on the Search Results screen go to the "Select for Export" box.
Make sure the radio button for "All records" is selected.
Under "What would you like to do with your records, click the "Download to computer" button and select "CSV" from the menu beside it. Save the file without opening it to your computer's desktop.
If you are asked if you want open or save the file, select "Save". Save the file to your Desktop.
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Prospects" from the "Import" menu. Select "Outlook comma separated values (CSV)" from the "Format" menu. Select the file you want to import and then click on the "Import" button.

Importing Comcast /Xfinity contacts into RealtyJuggler:

Sign into Xfinity Webmail.
Click the "Address Book" tab at the top of the screen. Click the icon of 3 stacked lines (Hamburger icon) to the right of the Address Book entry under the "My address books". Select "Export" from the menu to download the .csv file.
If you are asked if you want to open or save the file, select "Save". Save the file to your Desktop.
Sign into RealtyJuggler and go to Main:Settings:Import and import your file into your Contacts or Prospects database - the format should be "Microsoft Outlook CSV".

Importing Fusion MLS contacts into RealtyJuggler:

Sign into Fusion MLS
Select "Export" from the "Tools" menu to open the export contacts screen.
Select the records option: "All records".
Select a data format option, choose: "Comma-delimited (.csv)". Do not select the Compress file option.
For grid format, choose the option "Include Column Headers".
Click the "OK" button, and when prompted to open or save, select "Save".
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Vulcan 7 leads into RealtyJuggler:

Sign into Vulcan 7
Click on the "Contacts" tab at the top of the screen.
Check off the records you want to export.
Click the Action drop-down menu at the top of the screen and select "Export Selected Contacts" menu item.
You will be prompted to enter your name - enter your full name and click the "I Agree" button.
Your leads will be downloaded. If you are asked if you want open or save the file, select "Save". Save the file to your Desktop or Downloads folder.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Zillow Prospects into RealtyJuggler:

Would you rather load your leads into RealtyJuggler live? If so, then go to Main:Settings:Email Feed. If you want to load your old leads, then continue with these instructions.
Sign into your Zillow Account
Go to your Zillow Profile
Click on "Contacts"
At the upper right of the screen, click on "Export to CSV"
Sign into RealtyJuggler and go to Main:Settings:Import
Select from drop-down menus Import:Prospects and select Format:Zillow
Select your file and click on the "Import" button.

Importing Bold Leads Prospects into RealtyJuggler:

Would you rather load your Bold Leads into RealtyJuggler live? If so, then go to Main:Settings:Email Feed.
If you want to load your old leads, then continue with these instructions.
Sign into your Bold Leads account
Export your old leads as a .csv file.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Listings 2 Leads Prospects into RealtyJuggler:

Would you rather load your Listings2Leads into RealtyJuggler live? If so, then go to Main:Settings:Email Feed.
If you want to load your old leads, then continue with these instructions.
Sign into your Listings 2 Leads account
Click the grey "Export" button in the top right of the leads section. Export your leads as a .csv file.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Home Value Leads Prospects into RealtyJuggler:

Sign into your Home Value Leads account.
On your Leads screen, click the "Export Data" button in the upper right.
Export your leads as a .csv file.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing AOL Contacts into RealtyJuggler:

From AOL Webmail, click "Contacts" in the left Panel.
Click the MORE menu. Select "Export".
Pick the CSV radio button, and click the green "Export" button. A "contacts.csv" file will be saved.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing realvolve Contacts into RealtyJuggler:

Sign into realvolve. Click on the "Contacts" button on the left hand side of the screen.
Click on the "View All" button that appears below the "Contacts" button.
Select the Contacts that export by clicking on the checkboxes next to your Contact records.
Click the "Export Contacts to a csv file" button in the upper right corner of the screen.
For "Export the Contacts options" select "All contacts individually" which will export every contact as a separate record and click the "Export" button.
Click the "Download" button in the "Action" column.
If your browser asks you to "Open" or "Save" the file, choose "Save" as opening the file may change the file, and make your data unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing PipeDrive Contacts into RealtyJuggler:

Sign into Pipedrive. Click on "Contacts" at the top of the screen and click "People" from the dropdown menu that appears.
Click on your username in the top right hand corner to the left of the button with three dots.
If you want to export all of your Contact records, make sure that your username is highlighted. Otherwise, select the filters that you would like to use to export your records.
Click on the button with three dots in the upper right-hand corner and select "Export filter results".
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Nutshell Contacts into RealtyJuggler:

Sign into Nutshell. Click on either the "Companies" or "People" icon on the left.
Click on the "Export" button at the bottom of the screen. Nutshell will export your data and provide a link at the bottom of the page.
Click on the link at the bottom of the page, and then choose to "Save" the data instead of "Open". Opening the file can change the contents and make it unreadable by RealtyJuggler
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing LionDesk Contacts into RealtyJuggler:

Sign into LionDesk and click on your username in the upper-right.
Click on the Profile button that appears.
Click on the "Export LionDesk Contacts" button on the left.
LionDesk will process your request and send you an email with a link to your exported Contacts.
In your email, click on the link that you received from LionDesk to download your records.
You will be prompted to "Open" or "Save". Choose "Save" the file as opening will make it unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing Insightly Contacts into RealtyJuggler:

Sign into Insightly. Click on the "Contacts" tab on the left.
Click on "Export Contacts and Notes" link on the right.

Click on the link from your email to download the exported data.

If your browser gives you the option to "Open" or "Save" the data, select "Save", as opening the file may make it unreadable by RealtyJuggler.

Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing FollowUpBoss Contacts into RealtyJuggler:

Sign into Follow Up Boss. Click on the "People" heading in the upper-left corner of the screen.
Select the check-box next to the "Name" column header, and then click the "Select All" link that appears directly above.
Click the Export button (downward arrow icon) above the list of Contacts.
Check the box to export "All Columns", and then click "Yes, export all people".
The file will download to your computer. If you are prompted to "Open" or "Save" your CSV file. Make sure to save your file as opening it will make your data unreadable by RealtyJuggler.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

Importing HubSpot Contacts into RealtyJuggler:

Sign into HubSpot. In your HubSpot account, go to Contacts > Contacts.
Ensure that you are in the table format by clicking the table icon in the upper left. Make sure that you are on the "All" tab to be able to export all of your contacts.
In the upper right, click the Table Actions drop-down menu and select Export view. On the Export view dialog select XLSX for File Format. Check the checkbox for "Include all email addresses". Click the Export button at the lower left.
A link to download your contacts will be emailed to you. When you receive the email, click the link and download your contacts to your computer. Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

To transfer Contacts from ACT! into RealtyJuggler:

Launch ACT! From the main menu in ACT! click File » Data Exchange » Export. The Export wizard opens.
In the File type field, select Text - Delimited.
Click the Browse button (the button with the three dots) next to Filename and Location. The Save As dialog box appears. Specify a file location and file name with a .CSV extension. Click "Next".
Select Contact records only, and then click Options.
Complete the following: Select the Comma option button in the Select field separator section. Select the Yes, export field names check box in the Do you want to export field names section. Click OK to return to the wizard. Click Next.
Select All records and click Finish. Do not click Next at this step, since doing so will open the ACT field mapping options.
Once you have that file exported, sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions.

To Transfer Contacts from ACT! Premium for Real Estate to RealtyJuggler:

Launch ACT! Select Export… from ACT! File menu.
Click on Next for the Export Wizard.
Select from the Pop-Up menu for Type of file and select Text delimited.
Click on the "Browse..." button.
From that dialog click on Desktop icon at left and type output.csv for the File name.
Click on Open button in the dialog. This will close the dialog.
Click "Next" for the Export wizard.
Select Contact Records from the radio button for records to output.
Select the All records for the records you want to export.
Click on the next button. Keep Comma for the delimiter. Check the "yes, export field names" check box.
Click on the Next button.
Click Next on step 5 of 6 of the wizard.
Click Finish on the step 6 of 6.
All of these steps have produced a file called output.csv and it is on your desktop.
Sign into RealtyJuggler and go to Main:Settings:Valet Import. and follow instructions.

Importing Google Sheets Contacts into RealtyJuggler:

Log into Google Sheets. Click on the "File" tab and select "Download" and then the sub-menu option of "Comma Seperated Values (csv)"
This will export your Google Sheet to your Downloads folder as a .csv file.
Sign into RealtyJuggler and go to Main:Settings:Valet Import and follow the instructions on that screen.

To Transfer Contacts from Agent Office / Online Agent / Agent 2000 / Executive Agent to RealtyJuggler:

Click on the Contacts module in Agent Office. Click on the 'Tools' menu and select from the 'Group' menu item the 'Search By Example' sub-menu item. Type "-!" (without the quotes) in the first name field. This means that you are looking for all the contacts that do not have a ! in the first name field, which will be ALL of your contacts. (If you get a pop-up box saying "Unnamed Group", click the Unnamed Group button to continue.)
From the 'File' menu select the 'Export Contact Information' menu item. In the 'Export to file' field, double click, then in the 'Save in' field, pick a place to export the file to. In 'Save as type' , select 'All Files'. Then in 'File Name', name the file, and end it with a ".csv" - no quotes. Click 'Save'.
The 'Export Contact Information' box will open. Click on ALL of the fields available to export, then click 'Include', and then 'OK'. The list of fields available is a scrollable list - make sure to scroll down and select all the possible fields. You will have 6 pages of field names - over 66 fields in all. Make sure to add them all and that they are in the second list in the same order that they are in the first list. If you miss even one, the import will not work correctly. Export your data.
The instructions differ slightly with different versions of Agent Office, so the above instructions might not match perfectly.
The Agent Office export file might not contain your categories. This is a limitation of Agent Office. If you would like to maintain categories, one strategy is to export all records within a category into a single export file. Save the file name the same as your category name. Repeat for as many categories as you need to export. Then, send us these exported files and we can load them for you, and pre-assign the category based upon the file name.
Sign into RealtyJuggler and go to Main:Settings:Import. Select "Contacts" menu item from the "Import" menu. Select "Agent Office CSV Format" from the "Format" menu. Select the file you have just saved and then click on the "Import" button.

If you have any trouble, go to Main:Settings:Valet Import and follow the steps on that screen.
We can import anything, as long as it us in CSV / Excel format, which is the format that all modern contact management products use to transfer information.

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RealtyJuggler Import Instructions