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Hi Community members,

 

We have been receiving a lot of questions around data transfer from one Sales Navigator account to another lately, such as when you move companies or when you purchased your own online then got assigned a seat in your corporate company. So today, we will dive into all the possible scenarios and break each one down in detail. Let’s get started!

 

First, here is a chart that shows what data is transferred and what data is not transferred to a new dashboard, for all the scenarios I will go into below. Here are also a few key things to keep in mind for all scenarios:

  • Transferring data will delete and overwrite any data that is already on the new dashboard.
  • Data transfers take up to 24-48 hours to complete.
  • If you plan to keep your original/individual license, the message history will no longer appear in your original license after the transfer is complete. InMail messages will be moved and will appear in the new dashboard. (You can start a new InMail message thread or continue sending messages on the existing one.)
  • Usage data is calculated for the transferred user beginning with the date of the transfer.

 

 

Scenario A: From your Personal (Online) to Corporate Account

If you purchased your own Sales Navigator plan (Core or Advanced) online and are then added to a corporate plan (Advanced or Advanced Plus) by your company, the system will prompt you to select a license and detect whether a self-service transfer is available. To complete a self-service data transfer, follow these steps below:

1. Click ‘Yes, transfer my data.’ when prompted

2. Review the transfer details, and if you agree, click the box next to ‘I agree and accept Data Transfer Agreement.’

3. Click ‘Transfer all data.’

4. You’ll receive a message indicating your transfer is complete, and you can begin using Sales Navigator right away by clicking ‘Go to Sales Navigator.’

  • If you’d like to cancel your previous Sales Navigator account, check the box next to ‘Cancel my online Sales Navigator Core plan (optional)’ before proceeding to Sales Navigator.
  • You will receive a confirmation page letting you know your account cancellation data, as well as a cancellation email for your records.

 

For more information on data transfer from an individual to a corporate account, visit this page.

 

Scenario B: From a Corporate to your Personal (Online) Account

If you wish to transfer data from your company account to an individual one you purchased, you will need a signed approval from a company representative who is also an admin and follow these steps:

1. Submit a Support ticket on Help Center and type in ‘data transfer request’ in the box then hit ‘Enter.’

2. Click ‘Create a ticket’ then fill in the following information in the corresponding boxes below:

 

3. Click the ‘Submit’ button.

4.  LinkedIn support will respond and send the Transfer Request Form via DocuSign. Once your company representative signs it, the form routes back to you for countersign. Please ensure that you add their email address in your Support request, so the form can be routed to the correct individuals.

5.  After the DocuSign is completed and received, LinkedIn Support will process the data transfer, which can take up to 48 hours to complete.

6.  An email will be sent to you when the data transfer is complete.

 

For more information on data transfer from a corporate to an individual account, visit this page.

 

Scenario C: From one corporate dashboard to another corporate dashboard in the same company

1. Submit a Support ticket on Help Center and type in ‘data transfer request’ in the box then hit ‘Enter.’

2. Click ‘Create a ticket’ and make sure you include the following information in the corresponding boxes below:

 

3. Click the ‘Submit’ button.

4.  LinkedIn support will respond and send the Transfer Agreement via DocuSign.

5.  After the completed form is received, LinkedIn Support will process the data transfer.

6. An email will be sent to you when the data transfer is complete.

 

For more information on data transfer from one dashboard to another in the same company, visit this page.

 

Scenario D: From one corporate dashboard to another corporate dashboard in a different company

1.  Submit a Support ticket on Help Center and type in ‘data transfer request’ in the box then hit ‘Enter.’

2. Click ‘Create a ticket’ and make sure you include the following information in the corresponding boxes below:

Data transfer - diff company 

3.  Click the ‘Submit’ button.

4.  LinkedIn support will respond and send the Transfer Agreement via DocuSign.

5.  After the completed form is received, LinkedIn Support will process the data transfer.

6.  An email will be sent to you when the data transfer is complete.

 

For more information on data transfer from one dashboard to another in different companies, visit this page.

 

Other Scenarios?

That wraps up the four different ways you can (request to) transfer data from one Sales Navigator account to another. I hope this was informative and made data transferring more transparent. If you have a specific scenario that’s not listed above, please feel free to reach out to us on this thread or separately. And as always, don’t hesitate to let us know if you have any questions as well.

 

Thank you and happy selling,

Eva C.

Very detailed and thorough, thank you @Eva Chen​ . I haven't needed this yet, but one of my own customers is going through this right now. This information will be extremely useful to them!

I'm so glad to hear that, @Alejandro C​! Thank you for the feedback.

 

That's a good thing that you haven't needed this yet, but if you do in the future, please share this post with your sellers. 😊

Hi Eva, Thanks for this!

In the event that we are not prompted to transfer data, what should we do?

@Eva Chen​  this is great! I am trying to approval to consolidate dashboards to increase collaboration opportunities between our users. Thank you!

Hi @Emily G​,

 

You are welcome and welcome to the Sales Navigator Community! 😊 Here is our List of Resources to help you get started and navigate the Community.

 

Based on your question, are you in scenario A, where you're looking to transfer data from your own personal account to a corporate one? If that's the case and you are not prompted by Sales Navigator, I believe you would request a manual transfer as well. To do so, please follow the steps/screenshots above to submit a ticket on data transfer, except you would specify something like this instead:

 

My company XXX has purchased a corporate license of Sales Navigator for me and I’d like to transfer the data saved on my personal Sales Navigator to the corporate Sales Navigator license. My authorized company representative who can countersign the form is YYY.

 

If you wish to cancel your personal account, please include that in the comments as well. I hope that helped and let me know if you have more questions!

 

Thank you,

Eva C.

That is great to hear, @Tamika B​! Hopefully, this post will help your users know what to do for their scenario (which I believe is C?), and consolidating dashboards will be more efficient for your team of sellers as well!

Hi Eva, we'd like to ask for a manual transfer to one our consultants, however, we can't find where to open a ticket to ask for this, can you help me please?

 

Warm regards,

Laura Duarte

Hi @Laura D​,

 

Welcome to the Sales Navigator Community! 😊 Here is our List of Resources to help you get started and navigate the Community.

 

Creating a support ticket or live chatting with a team member can be found on our Help Center. I've also shared the steps and screenshots on how to create a support ticket on this thread. Please take a look and let me know if you have more questions.

 

Thank you,

Eva C.

***UPDATE***

Hi all,

 

In the past year, we’ve seen our customers’ needs — and their use of Sales Navigator — rapidly evolve. Sales Navigator has become increasingly essential as the world moves online and sellers seek more effective ways to connect to the right buyers virtually.

 

If you haven't heard, we have a new Sales Navigator experience coming soon in January 2022:

 

We encourage you to familiarize yourself with the (new) features of each plan at the links above or watch the recording of the new Sales Navigator lineup experience.

 

Thank you and please let us know if you have any questions,

Eva C.

@Eva Chen​ : I have 2 LinkedIn profiles (one for my day job and a new one for my side gig). My Sales Navigator account is set up for the first one but I'd like to transfer it to the second, including transfer of the data. How is this done?

Hi @Jim G​,

 

Welcome to the Sales Navigator Community! 😊 I'd recommend watching the Getting Started Videos to help new members find resources, navigate the platform, and become more advanced members. Check out our List of Resources for more links and top Community threads as well.

 

First, I believe you'd need to purchase your own Sales Navigator plan for your side gig profile (either Core or Advanced depending on your needs) unless there's a company/organization assigning you a Sales Navigator Advanced plan license.

 

Next, depending on which license your day job profile is on, you'd follow the matching scenarios above to request a data transfer. If your day job license is Sales Navigator Core and the one you're planning to purchase for the side gig is also Sales Navigator Core, I believe you'd have to check if a manual transfer is possible. I'd recommend creating a Support ticket here.

 

I hope this helped and let me know if you have more questions.

Thank you,

Eva C.

Thanks @Eva Chen​ . My account is indeed a Core account. I've submitted a support ticket.

Thanks for confirming, @Jim G​. Glad to hear you've already submitted a support ticket as well.

 

Fingers crossed that the team will be able to transfer the data between your accounts. Don't hesitate to let us know if you have more questions.

 

Hope to see you around!

Eva C.

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