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Migrating Records by Date from one System to Another

Hello, and you've come to the right place to learn about data migration from a specific start date. 

In this article, we’re going to talk about records migration based on date criteria, which is one of SyncApps prime features offered on both our Free trial to test out and our paid Subscription Plans.

Here we go!

What is records migration?

Records migration is the key goal of integrations. It’s marrying records from one software to another, whether it’s done manually or through an integration platform. The difference between the two methods is that manual migration takes up a lot of time and effort, while an integration platform like SyncApps does the heavy lifting for you without the error-prone nature of manual efforts.

Don’t have an account with us yet? No problem! Just sign up here and we’ll give you a free trial, with access to all our platform features to try out.

Now, let’s talk about integration features.

Here at SyncApps, one of our features is records migration based on date criteria. What this means is that you can filter the records and only migrate them based on the date you’ve specified. 

This feature is called Integration Start Date and can be found in Step 6 of setting up your Sync Profile.

Let's just pause a second. Got questions about setting up your Sync Profile? Book a call with our experts today below!

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Ok, so now let’s break down the migration types that the Integration Start Date feature is used for:

First Sync of Newly Created Sync Profile for Historical Syncing

A newly-created Sync Profile can be set to migrate records from a specific date onwards for historical syncing. Historical syncing marries all existing records and creates a history of records, cache, which will be the basis of future integration Syncs as we only sync changed data once the first integration is run.

Reset Sync Profile for Filtered Record Retrieval

With the Integration Start Date feature, the platform will use the specified start date in Step 6 instead of retrieving all existing records on both software being integrated. This gives subscribers better control over which records are left untouched and which ones are updated during a Sync Cycle. 

Full Sync for Full Records Migration

SyncApps will retrieve records since the integration start date. If also using our Full Sync feature be sure to note that as all previously synced records have been migrated to your other software that if choosing a new start date that is later than the previously synced records that the Full Sync will delete those records when it runs as they are before the new Start Date. 

Finally, when changing integration start dates, remember to save the Sync Profile (for new Profiles) or to Reset Sync Profile (for when you’re editing existing Profiles), so that the integration platform remembers your settings. Otherwise, you may have to set your Sync Profiles up again from scratch - as well as re-migrating everything from the start. 

And that’s all for now on Records Migration! We hope this article has helped you.

If you have any further questions, don’t hesitate to get in touch with us through our 24/7 Support Team via support@cazoomi.com. We look forward to hearing from you!

 

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