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Assigning Record Ownership

How to make sure your record owners are accurate during the data migration process

Ashley Milne avatar
Written by Ashley Milne
Updated over a week ago

Import2 does not import user data, but we do match your users by email address to assign record ownership.ย 

Keep in mind the following guidelines on assigning record owners during the data migration:

  • Users should be setup prior to starting the migration

  • Users should have the same name and/or email as in your source app so Import2 can find a match

  • If no match is found, the import user will become the default record owner

  • If you need to reconnect your app with a different user to become the default, please let us know and we can send you a link to do so

Some apps have strict limitations on assigning owners during the migration. We recommend consulting the App-Specific FAQs to confirm how ownership is handled by your app.

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