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

Danielle Kellogg Updated by Danielle Kellogg

You might run into a scenario where you need to copy or move fields or data from one object to another.

For example, you may realize that one of your objects needs to be a User Role so users can log into your app.

Copy/Move Fields

If you only need to copy or move fields to another object, this article section shows you how to copy fields from one object to another: Copy a Field.

If you no longer need the fields in the original object, you'll have to delete them manually from that object. Right now there isn't a way to bulk delete fields from an object.

If you are copying fields into a User Role object, do not copy the Name or Email fields.

User Role objects come with 5 special fields including Name and Email. When you copy your Name or Email field into that object, you'll have duplicate fields because the special fields can't be deleted. 

You can still import the data for Name and Email into the special fields from your original Name and Email fields.

Copy/Move Data

If you only need to copy or move data to another object, you will need to:

  1. Export the data from the original object: Export Records
  2. Import the data into the other object: Import Records

You can ensure that any existing connections are moved over as well by importing the connections: Import Connections. This requires that the connection field is already set up in the object you're importing into.

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

Copy/Move Fields and Data at the Same Time

If you need to copy or move both fields and data from one object to another, you can do both at the same time using an import. This option works whether you're importing into a new object or an existing object.

You'll follow the same steps as in the last section:

  1. Export the data from the original object: Export Records
  2. Import the data into the other object: Import Records

However, this time you'll focus on ensuring the fields are being created as new fields during the import process: 

If it's not already selected, you'll choose the fields in the "Use columns to add new fields" section and select which field type you want to use for the new field. In the example above, we're importing a new field called "Phone" and selecting the "Phone" field type.

If you no longer need the fields or data in the original object, you'll have to delete them.

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