Export Legacy Info and Import Into SPOTIO 2.0

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Export SPOTIO Legacy Info and Import into SPOTIO 2.0

 

In certain cases, you may have continued using your Legacy SPOTIO account after your migration date.  In that case, you may want to get that data into your new 2.0 SPOTIO account.

 

What’s Covered in this Article:

  • Export your new Legacy data into a .csv
  • Format your import template for 2.0
  • Import the data into your 2.0 account

 

Exporting Your Legacy Data & Formatting it for 2.0

 

Step 1 & 2:

In this video, you’ll see how to format your Legacy Data and format it for the 2.0 template.

 

**IMPORTANT**: If your Legacy data has already been migrated to your 2.0 account you ONLY NEED to export the new data since your migration date.  

To do this, create a filter for “Updated Date is Greater Than - Insert your Migration Date

 

 

Import Your Legacy Data into 2.0

Step 1:

Now that you have your Legacy data in the right format and the 2.0 import template follow the instructions in the video to import it in.

 

FAQ: 

Need assistance?

If you are having trouble or need assistance feel free to reach out to your Migration Specialist or you can contact support by following the instructions HERE.

Excel/Google Sheets Keyboard Shortcuts

Mac

Cmd + C Copy the contents of the selected cells to Clipboard.
Cmd + X Cut the contents of the selected cells to Clipboard.
Cmd + V Insert the contents of the Clipboard into the selected cell(s).
Cmd + Z Undo your last action. Panic button :)

PC

Ctrl + C Copy the contents of the selected cells to Clipboard.
Ctrl + X Cut the contents of the selected cells to Clipboard.
Ctrl + V Insert the contents of the Clipboard into the selected cell(s).
Ctrl + Z Undo your last action. Panic button :)

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