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How do I move data from one field to another or change the field type?
How do I move data from one field to another or change the field type?

Migration of values between fields in Traffit

Anna Sykut avatar
Written by Anna Sykut
Updated over 2 months ago

By configuring your Traffit, you can add any type of fields - for example, on candidate profiles. You can place these fields on application forms later or complete them in the system.

However, it may happen that the field type you selected during configuration does not work out and you decide that you want to change it. Any examples?

Let's say you created a Radio type field called “Type of logistics” with three values, but found that candidates want to be able to mark more than 1 value on the application form.

Meanwhile, the Radio type field is a single-choice field:

So you want to change the “Type of logistics” (Radio type) field to the “Multiple choice” field type. Changing the field type is not possible. But there is a way to cover that case!

You can create a new field and transfer the values from the old field on your own.

How to start?

Start by creating a Dictionary and put the values from the transferred field into it.

Unless you already have such a dictionary - then move on.

Create a new field with a target field type in the System > Fields configuration (for example in the candidate's profile).

In the case described above it will be the “Type of logistics” field of “Multiple choice". Name them so that you can distinguish them later:

We're gonna move the values from the “Type of logistics” field “radio” type to the Type of logistics - multiple choice” field.

How to export the data from the existing field?

To export candidate data, go to Candidates > All. Ensure that the field you want to export is a visible column in the table (as below). If it is not visible, use the cogwheel icon above the list to add it.

IMPORTANT: In order for the system to correctly recognize candidates and assign migrated values to them, the exported list must also include a column with the candidate's ID or e-mail address.

Click on the three dots icon in the upper right corner and select the “Export filtered results to XLS file” option. If you don't see this option - apply to the Administrator of your Traffit account to enable it for you.

Open the downloaded file and click “Save as .CSV.

How to import values to a new field?

Go to the Candidates > All tab and click on the three dots icon, then select “Import candidates from CSV”:

The data importer will be launched.

Select that you want to upload candidate data and update existing ones:

Then add the CSV file in the “Drop CSV file” box at the bottom of the page and select “Upload file

In the next step, the system will ask you to map the fields in the file with the fields on the candidate's profile. Their names should be the same, so just confirm them.

Assign the new field to the column with values from the “old” field:

Click Next to continue:

In the last step, you can make sure that the columns from the file have been mapped correctly with the fields on the candidates' profiles.


If yes - click on Start data import.

After a while, the message “Import of candidates completed” will appear in the upper right corner of the system.

How to check if the data was imported properly?

When the import is complete you can delete the old field in the configuration.

Before you do this, make sure that the values have been imported correctly. The easiest way to do this is to go to the Candidates tab and use the cogwheel icon to add both fields (old and new) as columns.

This will allow you to compare whether the values in the two fields are the same:

Voila!

You can now go to Settings > Field Configuration > Candidate and delete the old field.

Where can you migrate the data from one field to another?

You can use this way to transfer:

  • candidate

  • jobs

  • Customer data (if you use CRM)

What's worth remembering?

When migrating the data, make sure that the migrated values are written correctly - the system differentiates between lowercase and uppercase letters and Polish characters.

If the new field is a “Radio”, “Single Choice” or “Multiple Choice” type field, it is a good idea to create a dictionary with a list of values the field will use for consistency and data quality.

You can edit the dictionary values at any time. However, it is worth doing this after the migration. So if you want the values in the new field to be in English - then migrate them in Polish first, then go into the dictionary and edit it:

The data export limit is 10,000 records.

If you need to make this change for a larger database - write to us!

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