Exporting data from AgentFile

You can import some of your existing data from AgentFile into Tagmin. These steps explain how to export that data.

Step 1: Click on Go to, then Clients to select your clients. When the records have finished loading, click on Show All.

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Step 2: The text will change to show you a total number of records selected instead of records found.

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Step 3: Click on File and then Export records. Select to save as type Excel Workbooks (*xlsx), enter a filename then click on Save.


In the next dialogue make sure Use field names as column names in the first row is ticked and click Continue…


Step 4: Then click on Clear All, and in the top left corner make sure Current Layout is selected and click on Move All (dismiss any error messages that appear). Then change the top left option to Current Table and again click on Move All (dismiss any error messages that appear). 



Step 5: Click Export


You can repeat these steps for Contacts.



Then send us your files using WeTransfer or your preferred secure file transfer application.