Moving records 

Moving a group of records from one collection to another can be done in a few quick steps.

Moving records

If you'd like to move over a list of records (and no additional attribute data) you can do so by:

• Filtering for the list of records that you would like to add in a table view
• Selecting all records by checking the box in the top left corner of your table beside Record
• Selecting the Add to collection option that appears in the top right corner of your view
• Select the collection you would like to add the records to
• The records will be added to the collection but also remain in the original one

Moving records and attribute data

If you'd like to move over a list of records and additional attribute data, you'll need to first export your data to CSV, then reimport the file to the new collection.

• Create a new view that includes the attribute data you'd like to move over
• Filter the view if you'd only like a subset of your records included (for example, all records in the 'Closed' stage of a pipeline)
• Export your view to CSV from the top right of the view
• Import your CSV file to the new collection, making sure to use the record ID when mapping attributes