Go to the Clients section of the Agency Desktop. Click on the Search List icon and select Third Party Marketing List with Individuals.



Select the Producer (or "All") from the drop down and click OK.



Click the Grid Options icon and select Export Grid. Save to desired location on your PC.



Go into your Rocket Referrals account, and go to your Contacts tab. Press the Green Import Contacts button> Import a new file, Browse for the file, wait for it to upload and press Next. Once on the mapping screen, map your screen as shown below and press Preview Import, and then Looks Good, Finish.

Mapping the fields only needs to be done on the first upload - on future uploads these settings will be saved.