Having been introduced to the Configuration Migration tool in the previous step, we will now be shown a demonstration of it in use

Using the Configuration Migration Tool

1. Create the schema file & export data

1. Log in to the source system (the system we are taking data from)
2. Select relevant fields for the chosen entities, as demonstrated
3. Tools -> Validate
4. Disable plug-ins if necessary
5. Save schema for future use
6. Export Data

2. Import Data

1. Log in to destination system
2. Browse for exported data & schema file
3. Start the import tool
4. Refresh destination system to confirm the import success

Join the discussion

Other than contacts and accounts, what other recursive dependencies do you expect to run into commonly?

Use the discussion section below and let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as complete button to check the step off, then you can move to the next step.