Moving or Copying Fields/Data from One Table to Another

How do I move or copy fields or data from one table to another?

Use Case

In certain situations, you may find it necessary to duplicate or transfer fields or data from one table to another. For instance, you might discover that one of your existing tables should serve as a User Role table to allow users to log into your application.

Copying/Moving Fields

If you simply need to duplicate or transfer fields to another table, this article provides instructions on how to copy fields from one table to another.

If you no longer require the fields in the original table, you will need to manually delete them from that table. There is currently no option to delete fields in bulk from a table.

Note: If you copy the Name and Email fields into the User Role table, duplicate fields will be created. This is because unique fields, like those in user role tables, are automatically added by default and cannot be deleted.

Copying/Moving Data

If your only requirement is to copy or transfer data to another table, you will need to:

Export the data from the original table. See more information on doing this in the Exporting Records article.
Import the data to the other table. See more information on this in the Importing Records article.

You can also ensure that any existing connections are moved over by importing the connections. It is important to note that the connection field must already be set up in the table you are importing data into.

If you no longer need the data in the original table, you'll have to delete the records from that table. You can delete records in a batch or clear all records from the table at once: Deleting Records.

Copying/Moving Fields and Data at the Same Time

If you have a need to duplicate or transfer both fields and data from one table to another, you have the option to accomplish both tasks simultaneously by utilizing the import feature. This functionality is applicable whether you are importing into a new table or an existing one.

You will need to follow the same steps as outlined in the previous section.:

Export the data from the original table. See more information on doing this in the Exporting Records article.
Import the data to the other table. See more information on this in the Importing Records article.

However, in this case, your main objective should be to make sure that the fields are created as new fields while importing the data:

If the fields in the "Use columns to add new fields" section are not already selected, you will need to choose them and specify the field type for the new field. In the example provided, we import a new field named "Phone" and select the Phone field type.