This option is not available while the record is opened in a pop-up window.
1. Click 3 vertical dots on the record in which you want to import data from the existing record
2. Choose Import from Existing Record
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe5f2137a8e0389bffb31_dQLXprmbKZSFJoe9CT2I3-CSiViGrny9zphZNaXzoYIAyj3Ssqa8Cgz-6OPw1evBYH8OatlN9Dm_HMjnNzKUEcZ7AO1R_ItrZyZZzIwSYVZnRegfVtkXyTBKJLhfHwazTNSdBqet.png)
3. A list of available record for import will appear
4. Choose the record that you want to import from
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe5f16ee88f71d2d4c524_KbYo54ZQz58r3W7OCAdXPK_zr5uyFJlF93GsxC-fmEz-3GE6Sw_z2pD1hdNh1uUX4wgxGUQq43XBm2PEpyaEIqOrbgl-0i7PUUgvJZwrKG_-PuqqVFiUB9YcuSfqvvSgmjyPqqaX.png)
5. In the right section of the screen, import information will be previewed
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe5f1fb10fb1bba5aee66_tX0_U80BjWq60nY5M9YwML_gpe8J1YP9-Set8yyS7rD8z6iiCOu7A3pxzjeB83SmIjCsG9JjwKmSaW-Wvu9MfsagRGuH9Znu03wn3X4VdSMh2fCRMPArt-4W-y9iEU1_dp2umr1j.png)
6. Click Import button
7. The confirmation pop-up window will appear
8. If needed, already entered data on the record can be replaced with imported data by checking Override option
9. Click Import button
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe5f22ab7384322d13372_gNCZiOUV6zZ4q0qiAgfYTfLLPulsb8zPihOgsfpqD0zWdoRyxwFsd-A4l03ko1bFbzyvfC-OxrbGwDk4hYbbxzHEpukX9oR-n9uc3yQ1wbx58y1e_cKDC--GPOOk_VWrXrCxlvW5.png)