Move testimonials to another workspace
Export a project's testimonials to a CSV file and import it into a project in another workspace, with names, ratings, tags, links and pictures.
A project can't be moved from one workspace to another, but its testimonials can: export them to a CSV file, then import the file into a project in the other workspace. Exporting needs the workspace owner or an Admin of the project; importing, the owner or an Admin of the project you import into.
Export the testimonials
In the project's inbox, click Options in the toolbar and choose Export to CSV. The file holds every testimonial in the project, with its author, text, rating, tags, links and the addresses of its pictures. See Export your testimonials.
Prepare the new project
In the project you're moving them into, create the tags you want to keep: an import keeps only tags the project already has. See Organize testimonials with tags. To keep custom field answers too, create the same custom fields, with the same names.
Import the file
In the new project, open Import, upload the file and click Parse File. Its columns are matched to their fields for you: check them on the mapping screen. Under the import options, turn on Download image URLs, so the new project stores its own copy of every photo, logo and attached image. See Import testimonials from CSV, Excel or JSON.
Check the results and run the import
The review screen lists any row with a problem before anything is imported. Choose a Default status, or turn on Auto-approve imported testimonials, then run the import.
What moves and what doesn't
- Moves: each testimonial's author and their email address, job title and company, its text, headline, rating, tags, date, read more link, company link, social profiles, photo, company logo and attached images.
- Doesn't move: video files. A video hosted in the old project stays there: a video testimonial with words comes across as a text testimonial, and one without words is listed on the review screen as a row that can't be imported. Wall of Love placements, translations and the AI analysis don't move either.
- Changes: in the new project every testimonial is a file import. One that came from a review site keeps its text, rating, date and link, but that platform's tab doesn't list it, and its status is the one you chose in the import options.
The file's Source column names where each testimonial first came from, such as google. It isn't imported.
Copy instead, when you're on both teams
If you're on the teams of both workspaces, Duplicate to other projects copies a testimonial straight into a project of the other workspace, video included. It copies one testimonial at a time and needs the owner or an Admin role in the project it comes from. See Copy a testimonial to another project.
What happens next
Import the file before you delete the old project: the picture addresses in the file point at the old project's files, which are deleted with it. With Download image URLs on, the new project has its own copies. See Delete a project.
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