ChapterBuilder - How to move data from old ChapterBuilder to the new one?
If you still have data that you want to move from the original ChapterBuilder to the new version, here are some tips.
Moving Leads - You can easily export and re-import leads from the old ChapterBuilder to the new one.
1. Select all the leads you want to move in your old account. To do this, old down shift and select a group of leads or command if you want to select individual. You will know you selected because they will be highlighted like in the screen shot below.
2. Click the orange +New button in the middle of the screen and select "New Export." This export all the data for that lead.
3. Take that data and import it into your new ChapterBuilder account. Simply follow the steps here.
What data can you import through the Bulk Importer?
First Name
Last Name
Email
Phone Number
Info fields
You will NOT be able to import the following information:
Notes
Tags
Main Contact
Statuses (all leads imported are given the default status of "D").
Some Pro Tips to help you setup your site
1. Upload your leads by status - Export only your leads with a single status first. Then you can go into your new account once they successfully import and change their status to what you want it to be. For example, export all your leads with the status "B" and then import only those leads into your new ChapterBuilder account. You will be able easily find those leads and change them in bulk to the status "B" in the new ChapterBuilder. Just import your "D's" last as that is the default status.
2. Bulk Actions - There are several bulk actions that can help you update your leads quickly. These include bulk update status, main contact, and the writing of notes and applying tags. Click here to learn more!
3. Use the Manage Duplicate feature - this feature will flag any duplicate leads you create and allow you to manage them easily. Click here to learn about it.
4. If you run into any issues with the Bulk Importer, check out these tips.
Summary
Still have data in the original ChapterBuilder you want to move to your new account? Here are some tips to help you transfer data.
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