Run an ad hoc import or export job

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Use the following step to complete an ad-hoc job.

GIF illustrating the steps for a standard import.

  1. Go to Settings > Jobs > Job Status.

  2. Click Import/Export.

  3. Complete the following fields to configure the job:

    Field

    Description

    Migrate Options

    Select one of the following:

    • Migrate All: migrates all the records.

    • Migrate Latest: migrates only records that have changed since the last import.

      Note

      In a Migrate Latest job, Fullcast imports records if their LastModifiedDate is more recent than the start date of the last successful import.

    Import / Export

    Select one of the following:

    • Import

    • Export

    Job Package

    From the dropdown select the standard job package.

    • Simulate Standard Export produces a CSV of all the records that would be pushed in an export run at that point in time.

  4. Click Confirm.

    Note

    After an import, record changes are determined by settings like automatic rerun rules, which can result in actions like moving new accounts or leaving them in unassigned. You may also see other changes, such as metrics updating to reflect new data.