Migrating Information on Record Creator When Migrating Data to Another App Using a CSV File
Values of Created By fields for each record can be exported to a CSV file, but they cannot be imported.
When the CSV file is imported, the name of the user who imported that file is entered in Created By fields for each record.
As an alternative, you can place a "User selection" field in the app where data will be migrated, and use the field to import the "Created by" field value from the CSV file.
The steps are as follows.
Export data (including the "Created By" field) to a CSV file.
In the record view of the destination app, click the app settings button on the upper right of the screen.
Place a User selection field on the form, and set the "field name" (for example, "Original Data Created By").
Click the option button on the upper right of the record view screen, click Import from File, and then select a CSV file.
When you are prompted with "Select Data Scope", select one of the radio buttons.
If the file has item names in the first row, select "First row is header".
Match the columns in the imported file to the fields in the app.
- For "Original Data Created By" in the "Field in App" column, select "Created By" in the "Column in File" column.
- Deselect "Key to Bulk Update" if you register the record as a new record.
Click "Import" on the upper left side of the screen.