Transferring data involves moving the leads, accounts, searches, and notes between Sales Navigator account or subscription dashboards. Some information is not transferrable between dashboards.
Important to know
Inbox, saved searches, and Smart Links data is overwritten on the destination dashboard. Lead and account lists are added to existing data on the destination dashboard, not replaced. A data transfer might not be reversible. LinkedIn isn’t responsible if the data transfer can’t be reversed.
The following table lists the data that can and can’t be transferred between Sales Navigator dashboards.
| Transferrable to a new dashboard | Non-transferrable to a new dashboard |
|---|---|
| Saved leads | Usage reporting |
| Saved accounts | Admin settings, Buyer Intent |
| Customer lists (personal, not shared) | Relationship maps |
| Saved searches Important to know - Shared saved searches can't be transferred | Sales Navigator Coach levels |
| Inbox, including InMail messages sent from and received in Sales Navigator, and current InMail credits | Shared custom lists |
| InMail credits | Bookmarked alerts |
| Smart Links | Personas |
| Sales and email preferences | License tags and group tags |
| Profile unlock credits | Account lists in CSV files |
| SSI score | |
| Notes |
Considerations
- After a data transfer, InMail messages are moved and will appear only in your new dashboard. You can start a new InMail message thread or continue sending messages on an existing thread.
- If you plan to keep your original license, please note that message history will no longer appear in your original license after the transfer is complete.
- Usage data will be calculated once the transfer is complete.
- Your new dashboard will show your usage within 24-48 hours of the transfer.
Related tasks
- Transfer data between two corporate Sales Navigator accounts
- Transfer data from a corporate Sales Navigator account to a Sales Navigator subscription
- Transfer data from a multi-user Sales Navigator subscription to a corporate Sales Navigator account or subscription
- Transfer data from a single-user Sales Navigator subscription to a corporate Sales Navigator account
Learn more