Background

When managing prospect data, users might find the need to transfer or copy data from one custom field to another (new/existing) custom field. The best way to manage this data transfer is to use a combination of eTrigue's Export and Import tools.

How to Transfer Data Using Export/Import

1. Go to Prospects > Prospect Search.
   
   
2. Use our search tool to locate existing prospects that contain data in your target custom field.
   
   For example, suppose you wanted to transfer data FROM a text field, you can select that field as the criteria and then use the "contain any data" search operator as seen below:
   
3. After search has found the prospects, view them by clicking View Prospects.
   
   
4. Select all prospects in your result by clicking the top left checkbox in the prospect listing.
   
   
   
5. Click Export List and then choose to export the following fields:
   • Source
   • Owner
   • Email
   • ( the custom field that you want to transfer data FROM )
     
     
6. After your export has completed and you have downloaded the file, go to Settings > Prospect Settings > Prospect Fields.
   
   Using the drop-down, verify that you have the custom field that you want to transfer data TO. If needed, click Add New Custom Field to create that field.
   
   
7. Once you have the export file, go to Prospects > Add Prospects > Import List of Prospects.
   
   Import your exported file back into eTrigue. During the import process, make sure to map the column that contained your data with the new/existing field that you want to transfer data TO.
   
   
8. After the import has completed, verify that your prospects have the new data by going Prospect > Prospect Search. The most common ways to verify are:
   
   
   • Selecting the new/existing field as your criteria and verifying that the results look correct.
     
     
   • Repeat steps 1 - 3 from before and then visually inspecting the data by adding the fields to your view by clicking Select Display Columns.