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Bulk Move - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Bulk Move lets you move:</p> <ul><li>Single or multiple assets between organizations</li> <li>Single or multiple documents between folders in the same organization</li> <li>General and embedded passwords into a password folder</li> </ul><p>This will save time by not having to manually create single or multiple assets in another organization and then manually deleting the original assets from the source organization.</p> <p>This new feature currently lets you move <strong>documents and folders,</strong> <strong>configurations, </strong>and<strong> passwords,</strong> in the IT Glue and MyGlue web apps only.</p> <h3 data-id="bulk-move-assets-between-organizations">Bulk move assets between organizations</h3> <div> <strong>Warning:</strong> You cannot undo a bulk move once completed. </div> <ol><li>Log in to your IT Glue account and navigate to the <strong>Organization</strong> and <strong>Asset </strong>where the bulk move will occur. In this example we are using <strong>Configurations.</strong> </li> <li>Select the assets you want to move. Click on the down arrow beside the <strong>Select All</strong> icon and then on <strong>Move</strong> in the drop-down menu. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/MTIFIQMVRJN6/configurations-it-glue.png" alt="Configurations___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Select the Organization you want to move the assets to. Click <strong>Save</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/GWF73NRN1CVM/configurations-it-glue-1.png" alt="Configurations___IT_Glue__1_.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Navigate to the <strong>Organization</strong> you have moved the assets to. You will now see that the assets have been successfully moved.</li> </ol><h3 data-id="bulk-move-documents-between-folders">Bulk move documents between folders</h3> <ol><li>Navigate to the <strong>Organization</strong> you want to move information from then click on <strong>Documents</strong> in the left-hand menu.</li> <li>Choose the documents you want to move and select the <strong>Move</strong> dropdown menu. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/1NNIMLL3O688/documents-it-glue.png" alt="Documents___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Under <strong>Select Folder</strong>, locate the folder you want to move the documents to. Click <strong>Save</strong> to finalize the changes. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/OTBAPZUO6U7E/documents-it-glue-1.png" alt="Documents___IT_Glue__1_.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol><h3 data-id="bulk-move-restrictions">Bulk move restrictions</h3> <p>There are restrictions on what can be moved between organizations. You will <strong><em>not</em></strong> be able to move the following:</p> <ul><li>Assets that are synced with your PSA or RMM </li> <li>Embedded passwords </li> <li>An IT Glue user cannot move an item that belongs to a MyGlue account</li> <li>A MyGlue user cannot move an item that belongs to an IT Glue account <div> <strong>Note:</strong> If you select a combination of assets that can and cannot be moved, and you proceed with the move, only the assets permitted to move will be moved.</div> </li> </ul><h3 data-id="bulk-move-passwords-into-a-password-folder">Bulk move passwords into a password folder</h3> <ol><li>In the <strong>Passwords</strong> page, check the general or embedded passwords you want to move into a password folder.</li> <li>Click the down arrow next to the checkbox column heading and click <strong>Move.</strong> </li> <li>In the <strong>Move Items</strong> window, click the plus icon in the <strong>Select Folder</strong> section. All existing password folders will be listed and available for selection. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/PAPSYCA62PCI/skitch-background-google-docs.png" alt="Skitch_Background_-_Google_Docs.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li> <strong>(Optional)</strong> If you want to change the organization when moving your passwords, click the <strong>Select a different organization</strong> link. <div> <strong>Important.</strong> Password folders, and the passwords within them, cannot be moved outside of the original organization.</div> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/ALJNZM8S1133/skitch-background-google-docs-2.png" alt="Skitch_Background_-_Google_Docs-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Click <strong>Save</strong>.</li> </ol><p>Any existing passwords linked in Flexible Assets will continue to work after you have completed the bulk move.</p> </article> </main>