If a population of contacts is moving from one academic stage to another - for example, from applicant to enrolled student, or enrolled student to alumni - more likely than not, those contacts will be “graduating” to a new institution account covering the new subject area.
If you do not have a two-way integration with Mainstay, the best way to capture and bring over contact data from the original institution account is to download records from the Contacts page and incorporate data into the data source you will be using for the new account, then upload (or import) records from your data source. Mainstay is not able to transfer records from one account to another on your behalf.
Before creating contacts in the new account, we recommend merging Mainstay data with your own data source. In particular, we suggest:
- Identifying and resolving any differences between preferred phone numbers in Mainstay's data and your own records.
- Preserving opt out status from the original account.
- If desired, carrying over custom contact field data that you find useful or that were created via Mainstay.
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