Migrating Data

Introduction

After installing Connected Onboarding, you may need to migrate data from your organization's systems.. This process is generally very unique and has its own nuances that depend on many factors.

This page provides general guidelines to help you migrate data from customers, documents, accounts, and products.

Migrating customer data

To migrate data from customers:

  1. Import the data into the AS_FS_CUSTOMER table.
  2. Create a document folder for each customer. In the FOLDER_ID column of the AS_FS_CUSTOMER table, store the ID of this document folder.

The remaining fields should be self-explanatory.

Migrating documents

To migrate documents:

  1. Create an Appian document for each document you are migrating.
  2. Store this document in the document folder for the customer that the document is associated with.
  3. Import the document metadata into the AS_FS_CUSTOMER_DOCUMENT table.
  4. In the FOLDER_ID column of theAS_FS_CUSTOMER_DOCUMENT table, store the ID of the customer's document folder.

The remaining fields should be self-explanatory.

Migrating account data

Only migrate data into the accounts table if accounts are parents to products.

The AS_IO_Account_P CDT is a parent to the following children CDTs:

  • AS_IO_Product_C
  • AS_IO_Term
  • AS_IO_Country

When you migrate account data, you will also need to update the tables related to these CDTs.

To migrate account data:

  1. Import the data into the AS_IO_ACCOUNT table.
  2. Import the related data into the following tables:
    • AS_IO_ACCOUNT
    • AS_IO_TERM
    • AS_IO_COUNTRY

Migrating product data

Only migrate data into the product table if products are parents to accounts.

The AS_IO_Product_P CDT is a parent to the following children CDTs:

  • AS_IO_Account_C
  • AS_IO_Term
  • AS_IO_Country
  • AS_IO_Fee
  • AS_IO_Currency
  • AS_IO_ApprovedContact
  • AS_IO_PayThreshold

When you migrate product data, you will also need to update the tables related to these CDTs.

To migrate product data:

  1. Import the data into the AS_IO_PRODUCT table.
  2. Import the related data into the following tables:
    • AS_IO_ACCOUNT
    • AS_IO_TERM
    • AS_IO_COUNTRY
    • AS_IO_FEE
    • AS_IO_CURRENCY
    • AS_IO_APPROVED_CONTACT
    • AS_IO_PAY_THRESHOLD

This version of the Connected Onboarding documentation was written for Appian 20.3, and does not represent the interfaces or functionality of other Appian versions.
Open in Github Built: Mon, Sep 27, 2021 (11:51:21 AM)

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