I am starting to plan a client's data migration. How can I keep existing relationships between objects?
I need to plan for both existing bpm object and custom objects that we created.
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Dear Rochel,
The best way would be to use one of the add-ons that are available on our Marketplace. I'd suggest one of the following:
- https://marketplace.bpmonline.com/app/starfishetl-migration
- https://marketplace.bpmonline.com/app/data2crmmigration
These add-ons allows you to migrate the data seamlesly and map the information correctly.
Lisa
Dear Rochel,
Of course you can use the file import functionality to migrate data. The relationship between objects can be set in the uploaded file already. For example you can upload contacts and accounts in the same file and link them to each other. This way contacts and account will be created and connected once the import is finished.
The add-ins suggested above were designed specifically to migrate data and they would make the process much simpler though.
Lisa
Lisa Brown,
Can point me to an example or documentation in setting up relationships in the file importer? Thanks!
Lisa Brown,
Hi Lisa. Follow up question to your answer.
We have a similar data migration use case. Instead of using the Excel Import or a Plugin, our client prefers to directly write to Creatio's DB considering that they have a SQL heavy infrastructure and have a streamlined ETL process on their end. I understand that this will require a good understanding of the schema they are writing to and the relationships in it.
Request you to comment on -
1. Is this feasible? - In my view, this should definitely be feasible as at the end of the day, It is an SQL DB. Any data modified (correctly) in the DB should reflect correctly in the Creatio application. Can you confirm?
2. Is this recommended? - Apart from ease of use and need for SQL development, Are there any reasons from a Creatio product/architecture stand point why this might not be recommended? The load on the WebServer is a negligible factor as these SQL import/export will only be done during low usage periods weekly.