Typically when a sales rep leaves Kemin, the Nexa Admin will use the 'Data Transfer Tool' to reassign the former rep's records to whomever is taking their place. 


Data Transfer Tool

This tool allows a Nexa Admin to move all records of selected types from one user to another. For example if all of Sales Person A's companies need to be transferred to Sales Person B you can use the Data Transfer tool. If only some of Sales Person A's companies need to be transferred to Sales Person B then this tool should not be used.

  • Who can use the tool: Nexa Admins 
  • When to use: All records of one or more types need to be transferred from one user to one other user. 
  • What can be transferred (may select one, some, or all of the following options): 
    • Companies
    • Projects
    • Interactions
    • Call Plans
    • Tasks
    • Contacts
  • Requirements and limitations: 
    • Both user profiles need to be 'Active' while the transfer is performed. 
    • Both users need to be in the same BU. 
    • To transfer from one TSM to another, both users must have the 'Is Technical Sales Manager' business role on their profile. 
    • Cannot be undone. 
    • Does not include Requests, Events, Sales Details, Reports, or Insights


How to use the Data Transfer Tool

  1. Open Nexa and click on your profile picture in the upper right-hand corner
  2. Click 'Admin'. If you do not see the 'Admin' option then you do not have the required access to use the Data Transfer Tool.  

  3. Click on 'Data Transfer' 
  4. Choose a type of user then click the arrow to progress to the next screen
  5. Select the BU of the users. The other fields will be read only until a BU is selected.
  6. In the Current User field, select the name of the user that is currently listed on the records
  7. In the 'New User' field, select the name of the user that the records are being reassigned to. Then click the arrow to progress to the next screen
  8. Check the boxes next to the record types that you want to transfer and the role(s) for the record types. 
  9. As you check the boxes a count will appear on the right hand side with the number of records that will be transferred for each type.
  10. Click the arrow to progress to the next screen.
  11. A progress bar will appear. 
  12. Once the transfer is complete, click Close.