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Demonstration: Configuration Migration Tool

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

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

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

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