{"id":5292,"date":"2016-04-12T13:54:32","date_gmt":"2016-04-12T17:54:32","guid":{"rendered":"http:\/\/www.pcrecruiter.net\/two-minute-tuesday\/pipeline-layout-2\/"},"modified":"2016-04-12T13:54:32","modified_gmt":"2016-04-12T17:54:32","slug":"record-transfer","status":"publish","type":"post","link":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/","title":{"rendered":"Two Minute Tuesday: Transferring Records"},"content":{"rendered":"

Our Two Minute Tuesday<\/a> video series continues this week with a discussion of how to move or copy records between one PCRecruiter database and another.<\/p>\n

If you have any comments\u00a0or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net<\/a><\/p>\n

\n

Video Transcript<\/h3>\n

Welcome to another Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n

In this week\u2019s edition, we\u2019re talking about transferring records between databases. You might have a separate databases in your account for different markets or divisions\u2026 situations in which the jobs, companies, and candidates in those databases would never mingle in any way. Another common reason for extra databases is for archiving records that you don\u2019t need to work with anymore, but don\u2019t want to delete. If you need a blank database added to your account, contact our support department; our hosted billing is based on your number of users and the file size of your data, so there\u2019s usually no additional costs involved unless you\u2019re adding new users or duplicating significant amounts of data into the second database.<\/p>\n

Moving data between databases requires access to both the source and target databases using the same username and password. And, if you\u2019re not a database administrator, you\u2019ll also need permission on the \u201cData Transfer\u201d security setting for your username.<\/p>\n

There are two ways to copy or move a record. The first method is from a Rollup List. If you need a refresher on Rollups, check out the video from January 19. Here\u2019s a Rollup list of names I want to move to my Archive database. I start by selecting the records I plan to move, either with this dropdown, or by checking off specific records.<\/p>\n

Now I go to the Action menu and choose Move to Database, or Copy to Database. \u201cMove\u201d takes the record out of the source database after it\u2019s been copied, while \u201cCopy\u201d leaves the original record intact. We\u2019ll use the \u201cMove\u201d option in this example.<\/p>\n

We select the database we want to move the records to, and choose a method for recognizing duplicate names, or disable duplicate checking entirely. Below, we have the option to group the moved records on a Rollup list in the target database. We also have the option to swap out the resumes on any duplicates in the target for the one coming from this source database. The old resume will be moved into the attachments area on the record.<\/p>\n

When we click the button, the records are transferred, along with their attachments, resumes, activities, and so on. If there\u2019s no company in the target database with the exact same name as the one they belong to in the current database, their company will be copied also. Because we\u2019re not moving the jobs they applied to, their Pipeline records cannot be copied, but you can still see most of that history in their Activity records.<\/p>\n

The other method of moving or copying records is on a one-at-a-time basis from the record itself. If you move or copy single records frequently, you might want to set this up. <\/p>\n

When you\u2019re customizing your record layout (see our February 16 video), you\u2019ll find a \u201cOne Click Setup\u201d option for moving and copying at the top of the layout customization screen. In this popup, you can configure the default settings for moving or copying. You can also set a \u2018Source Label\u2019, which creates a \u201cCandidate Referral Source\u201d custom field on the record in the target database so you can track which database the name originated from. Once that\u2019s configured, you can add the \u201cPredefined: Move Database\u201d field anywhere in your layout. This creates a button on your screen. Just click the button, and the current record is moved or copied to the database you\u2019ve select, using your configured preferences.<\/p>\n

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Our Two Minute Tuesday<\/a> video series continues this week with a discussion of how to move or copy records between one PCRecruiter database and another.<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[33,104,105],"tags":[],"class_list":["post-5292","post","type-post","status-publish","format-video","hentry","category-topics","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\nTwo Minute Tuesday: Transferring Records - PCRecruiter<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Two Minute Tuesday: Transferring Records - PCRecruiter\" \/>\r\n<meta property=\"og:description\" content=\"Our Two Minute Tuesday video series continues this week with a discussion of how to move or copy records between one PCRecruiter database and another.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\" \/>\r\n<meta property=\"og:site_name\" content=\"PCRecruiter\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/facebook.com\/PCRecruiter\" \/>\r\n<meta property=\"article:published_time\" content=\"2016-04-12T17:54:32+00:00\" \/>\r\n<meta name=\"author\" content=\"PCRecruiter\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:creator\" content=\"@PCRecruiter\" \/>\r\n<meta name=\"twitter:site\" content=\"@PCRecruiter\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"PCRecruiter\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\"},\"author\":\"PCRecruiter\",\"headline\":\"Two Minute Tuesday: Transferring Records\",\"datePublished\":\"2016-04-12T17:54:32+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\"},\"wordCount\":703,\"publisher\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#organization\"},\"articleSection\":[\"Topics\",\"Two Minute Tuesday\",\"Video\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\",\"url\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\",\"name\":\"Two Minute Tuesday: Transferring Records - PCRecruiter\",\"isPartOf\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#website\"},\"datePublished\":\"2016-04-12T17:54:32+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.pcrecruiter.net\/site\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Two Minute Tuesday: Transferring Records\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#website\",\"url\":\"https:\/\/www.pcrecruiter.net\/site\/\",\"name\":\"PCRecruiter\",\"description\":\"PCRM & PCR - Software for Recruiters\",\"publisher\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.pcrecruiter.net\/site\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#organization\",\"name\":\"PCRecruiter\",\"alternateName\":\"Main Sequence Technology, Inc.\",\"url\":\"https:\/\/www.pcrecruiter.net\/site\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.pcrecruiter.net\/site\/wp-content\/uploads\/2020\/08\/PCRecruiter-1200px.png\",\"contentUrl\":\"https:\/\/www.pcrecruiter.net\/site\/wp-content\/uploads\/2020\/08\/PCRecruiter-1200px.png\",\"width\":1200,\"height\":627,\"caption\":\"PCRecruiter\"},\"image\":{\"@id\":\"https:\/\/www.pcrecruiter.net\/site\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/facebook.com\/PCRecruiter\",\"https:\/\/x.com\/PCRecruiter\",\"https:\/\/linkedin.com\/company\/PCRecruiter\"]}]}<\/script>\r\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Two Minute Tuesday: Transferring Records - PCRecruiter","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/","og_locale":"en_US","og_type":"article","og_title":"Two Minute Tuesday: Transferring Records - PCRecruiter","og_description":"Our Two Minute Tuesday video series continues this week with a discussion of how to move or copy records between one PCRecruiter database and another.","og_url":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/","og_site_name":"PCRecruiter","article_publisher":"https:\/\/facebook.com\/PCRecruiter","article_published_time":"2016-04-12T17:54:32+00:00","author":"PCRecruiter","twitter_card":"summary_large_image","twitter_creator":"@PCRecruiter","twitter_site":"@PCRecruiter","twitter_misc":{"Written by":"PCRecruiter","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/#article","isPartOf":{"@id":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/"},"author":"PCRecruiter","headline":"Two Minute Tuesday: Transferring Records","datePublished":"2016-04-12T17:54:32+00:00","mainEntityOfPage":{"@id":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/"},"wordCount":703,"publisher":{"@id":"https:\/\/www.pcrecruiter.net\/site\/#organization"},"articleSection":["Topics","Two Minute Tuesday","Video"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/","url":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/","name":"Two Minute Tuesday: Transferring Records - PCRecruiter","isPartOf":{"@id":"https:\/\/www.pcrecruiter.net\/site\/#website"},"datePublished":"2016-04-12T17:54:32+00:00","breadcrumb":{"@id":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.pcrecruiter.net\/site\/2016\/04\/12\/record-transfer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.pcrecruiter.net\/site\/"},{"@type":"ListItem","position":2,"name":"Two Minute Tuesday: Transferring Records"}]},{"@type":"WebSite","@id":"https:\/\/www.pcrecruiter.net\/site\/#website","url":"https:\/\/www.pcrecruiter.net\/site\/","name":"PCRecruiter","description":"PCRM & PCR - Software for Recruiters","publisher":{"@id":"https:\/\/www.pcrecruiter.net\/site\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.pcrecruiter.net\/site\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.pcrecruiter.net\/site\/#organization","name":"PCRecruiter","alternateName":"Main Sequence Technology, Inc.","url":"https:\/\/www.pcrecruiter.net\/site\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.pcrecruiter.net\/site\/#\/schema\/logo\/image\/","url":"https:\/\/www.pcrecruiter.net\/site\/wp-content\/uploads\/2020\/08\/PCRecruiter-1200px.png","contentUrl":"https:\/\/www.pcrecruiter.net\/site\/wp-content\/uploads\/2020\/08\/PCRecruiter-1200px.png","width":1200,"height":627,"caption":"PCRecruiter"},"image":{"@id":"https:\/\/www.pcrecruiter.net\/site\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/facebook.com\/PCRecruiter","https:\/\/x.com\/PCRecruiter","https:\/\/linkedin.com\/company\/PCRecruiter"]}]}},"_links":{"self":[{"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/posts\/5292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5292"}],"version-history":[{"count":0,"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/posts\/5292\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5292"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/categories?post=5292"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pcrecruiter.net\/site\/wp-json\/wp\/v2\/tags?post=5292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}