Importing From Agent 2000 / Agent Office
(updated 8/13/2010)

 

There are several variations of the Online Agent software that are marketed under different brand names: Agent 2000, Agent Office, Online Agent, Executive Office, etc use the Agent 2000 setting for any of the Branded variations.

 

Also, you will need the latest dBase Drivers for Visual Fox Pro in order for the Import program to read the database files  This is the driver that is used to open the dBase database files of the Online Agent software.

 

To get the latest copy click on the following link and install as directed:

www.advantagexi.com/download/VisualFoxProDrivers.msi

 

After installing the Visual Fox Pro Drivers follow the instructions below:

 

 

HELP NOTE: One of the problems with the Agent Office Import is that we have not determined how to identify the Agent Office USERS by Name.  Each Agent Office User is given an ID Number like 001, 002, 003 etc... During the import process the system will ask you to identify the Agent Office User number to associate it to an Advantage Xi User.  Before you begin the import process, it will make it easier if you create an Advantage Xi User for EACH Agent Office user you had in your system.  In Advantage Xi, Go into Utilities > Options > Users > Add a User to Xi for each user you had in Agent Office.  Each of the PINK fields MUST be entered with your agent's information.   After you have added the correct number of users to Advantage Xi  to represent the number of users in Agent Office, then go into the Utilities > Database Utilities > Backup/Restore and backup the blank Advantage Xi database so in the event you have to redo the import you don't have to add in the additional users in again.  You could just restore the blank Advantage Xi database and then re-import and save yourself from major headaches.... 

 

 

  1. Run Mark-It Advantage Xi
  2. Click on the UTILITIES Group
  3. Click on the IMPORT.EXE Icon
  4. Select AGENT 2000/AGENT OFFICE From the Types of Files then click NEXT
  5. Click on the [] button to select the data folder for importing
     

On OLDER Versions of Agent Office use the following instructions:

    1. Click on the [+] Next To Your Local Disk C (If your data is on this drive)
    2. Click on the [+] Next to OLS  (if present, if not then see notes below)
    3. Click on the DATA Folder
    4. Then click OK


NOTE:  (some other locations could be "C:\Program Data\Agent Office\Data", "C:\Program Files\Agent Office\Data\" or "C:\Documents and Settings\(your name)\Application Data\Agent Office\DATA" )

NOTE: if none of the folders listed above exists then run Agent Office - Right after you login it usually displays for a split second the data folder location.

NOTE: When all else fails and you still can't find the data, do s windows search for "CONTACT.DBF" - verify that the dates/times of the file to make sure it is a recent date/time that would correspond to the last date/time you were in the Agent Office data - once you find that folder it should contain other DBF files like ACTIVITY.dbf, CONTACT.dbf, CONTACT1.dbf, CONTINGE.dbf, CONTPHON.DBF, FLDS.dbf, LISTING.dbf, LISTRES.dbf, NOTES.dbf, PLANS.dbf, SHOWINGS.dbf, TRANSACT.DBF, XREF.dbf  as well as the additional files of similar names ending in .CDX, and .FPT - If you run Agent Office on a REMOTE server you need to copy all the files in that folder to your local hard drive in order to import the data and include all files in the folder where these files are located.

 

On Agent Office Version 10 or Newer use the following instructions:

a.        Click on the [+] Next To Your Local Disk C (If your data is on this drive)

b.       Click on the [+] Next To Documents and Settings

c.        Click on the [+] Next To All Users (it could be in other users folders but try this one first)

d.       Click on the [+] Next To Application Data

e.        Click on the [+] Next To Agent Office

f.         Click on the DATA Folder

g.       Then click OK

 

  1. Once you have found the DATA folder and selected it then Click NEXT
  2. (Optional) Click on the [] button to Select / Add a classification for this group of data
  3. There are choices for importing the User Defined Fields 1..20 into the Advantage Xi database check these options IF you have classifications or categories in any of these fields otherwise, leave them unchecked and the data will be placed in the notes field of the contact.
  4. Some users require custom importing use the custom import code provided to you if you had custom programming for the import otherwise leave this field blank.
  5. Click on the BEGIN IMPORT button
  6. during the import process, it will as you who is the record owner (select yourself from the list) then it will ask the Advantage Xi User Name for each User in Agent Office.  When it asks for User01, select yourself from the list.  The for each Agent Office user above User1 select the User2, User 3, User 4 etc that you added before starting the import.  If you did not add enough users to the Advantage Xi database and it asks for the user name, Leave the import screen where it is and go back to the Utilities > Options > Users > Add User and add the user needed then you can press the CLOSE button on the Agent Selection List of the Import Program and it will RELOAD the list to include your newly added User Name which can then be selected.  If for some reason you have to re-import the data, RESTORE your backup and be sure to go into the ADD USER screen in Xi and add the additional users before starting the backup again.  Make sure you make new BACKUPS if this happens so you dont have to re-add those users again again in the event that there was some import problem.

Click HERE for a list of fields that will import