Switch from Top Producer to Base

Import your contacts and transaction history in minutes. No data left behind.

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What Transfers

Transfers automatically

  • Contact names, emails, and phone numbers
  • Contact types
  • Lead statuses
  • Notes
  • Sources
  • Addresses

Must be recreated in Base

  • Follow-up plans
  • E-marketing campaigns
  • Transaction management data (use Option 4 for separate import)
  • Task calendars
  • MLS integration data

How to Export from Top Producer

  1. 1

    Go to Contacts > Search for Contacts

    In Top Producer, navigate to Contacts and click Search for Contacts.

  2. 2

    Select your contacts

    Select all the contacts you want to export using the checkboxes.

  3. 3

    Click Export > CSV and choose Option 2

    Click Export, choose CSV format, and select Option 2: "Contact record + all addresses & communications" for the most complete export.

  4. 4

    Download the CSV

    Your browser will download the CSV file.

  5. 5

    Import into Base

    In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file.

Column Mapping Cheat Sheet

Base auto-maps most Top Producer columns. Here's what maps where:

Top Producer ColumnBase Field
First NameFirst Name
Last NameLast Name
EmailEmail
PhonePhone
Contact TypeContact Type
SourceSource
Lead StatusStatus
NotesNotes
CityCity
StateState
ZipZip

Column names may vary slightly depending on your Top Producer version. Any unrecognized columns can be mapped manually during import.

Tips for Top Producer Users

  • Top Producer has 9 different export options. Use Option 2 for contacts or Option 4 if you also want property/transaction data.
  • The export includes internal Top Producer IDs (Contact ID) which are automatically skipped during import.
  • Option 4 includes property and transaction data that can be used for a separate transaction history import.
  • Column names may vary slightly depending on your Top Producer version.

Import Into Base

Quick Import Steps

  1. 1.Go to Contacts and click Import > Import Contacts
  2. 2.Upload your CSV file — Base auto-maps most columns from Top Producer
  3. 3.Review the column mapping and fix any mismatches
  4. 4.Preview your data and click Import

After Import: Next Steps

Set up your pipeline

Customize pipeline stages to match your workflow.

Import transaction history

Import past deals to see your complete track record.

Invite your team

Add team members and assign contacts.

Follow the setup checklist

The dashboard checklist guides you through remaining setup.

Ready to switch from Top Producer?

Start your free trial and import your contacts in minutes. No credit card required.

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