Exporting TCWorkflow Property Transactions to Open to Close Account

Step 1:

Log in to your TCWF account and go to your Transactions menu.

Step 2:

Check your Transaction column by clicking the Table Layout button.

Step 3:

From the Table Layout, click all the fields that you’d like to display in your table columns and reorganize them before exporting your transactions.

Step 4:

To import your property transactions to your OTC account, you have to click the CSV button link in your TCWF transactions menu.

Once the export is complete, you can now go back to your OTC account and start to import your properties.