Use Self-serve option to transfer data to a corporate Sales Navigator account

Last updated: 2 years ago

Moving from an individual to a corporate account?

If you cancel your individual Sales Navigator account, you'll retain access through the end of your billing period. If you have an annual subscription, please contact support to review cancellation options.

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The self-serve data transfer option is available only for members with a single-user Sales Navigator online subscription (Core or Advanced) who are moving to a corporate Sales Navigator Advanced or Advanced Plus account.

To initiate a data transfer from your individual account to a corporate account, complete the steps below:

  1. Register the license provided by your organization.

    The system will detect if a self-service transfer is available or not. If a self-service transfer option is available, you are prompted to confirm if you would like to transfer your data.

  2. Click Yes, Transfer my data.

  3. When prompted to choose between your individual Sales Navigator account and your corporate Sales Navigator, select your corporate account to proceed.

    At this point, you may need to sign out and sign in again to LinkedIn.

  4. Review the transfer related information, and if you agree, check the I agree and accept Data Transfer agreement checkbox.

  5.  Click Transfer all data.

    You can view the process of transferring your individual Sales Navigator data over to your new corporate license. Transferring will delete and overwrite any data that you've already saved on the corporate dashboard.

  6. You'll receive a message indicating your transfer is complete, and you can begin using Sales Navigator right away by clicking Go to Sales Navigator.

  7. If you'd like to cancel your individual Sales Navigator account, please check the box next to Cancel my online Sales Navigator Core subscription (optional) before proceeding to Sales Navigator.

    The subsequent page displays information on your account cancellation date. You will also receive a cancellation email.

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