---
title: Move/Copy Records Between Databases
description: "### Requirements There are a few requirements that must be met before you are able to move/copy records between databases. Please note that you can only copy Name and Company records between databases. Positions cannot be copied from one database…"
url: "https://learning.pcrecruiter.net/site/docs/managing-records/5866-2/"
updated: "2026-09-25"
category: Managing Records
---

# Move/Copy Records Between Databases

### Requirements

There are a few requirements that must be met before you are able to move/copy records between databases. Please note that you can only copy Name and Company records between databases. Positions cannot be copied from one database to another.

- User name must be a Full Permission - System Administrator
- User name must be the same in each database
- Password has to be the same in each database
- Must log in to both databases prior to moving/copying
- User security settings for BOTH databases: Data Transfer set to Import/Export, Allow Record Merging to Full Permission
  - Select System
  - Choose Users
  - Choose Manage Users
  - Select the Username involved with the move/copy
  - Choose Security
  - Within the Other tab set Data Transfer to 'Import, Export'
  - Within the Other tab set Allow Record Merging to ‘Full Permission’

## Moving records between databases

1. First, [add the records](https://learning.pcrecruiter.net/site/docs/lists/add-group-to-rollup/) to a rollup list
2. Open the rollup list and select all records you wish to move/copy
3. Go to the **Action** menu dropdown in the upper right corner and select either Copy or Move to database
   - **Copy to Database** will make a copy of the selected record in the target database
   - **Move to Database** will move the selected records from the source database to the target database. The records will no longer be accessible from the source database once moved.
4. Select the **Target database**; this is the database the records will be moved/copied to
5. Select **Duplicate Checking Options**, these are the fields compared in order to detect duplicate records in the target database
6. Select your **Database Copy Options**
7. Click **Move**

This may take some time depending on how many records are being moved.