This content applies solely to Connected Onboarding, which must be purchased separately from the Appian base platform. This content was written for Appian 23.3 and may not reflect the interfaces or functionality of other Appian versions. |
IntroductionCopy link to clipboard
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, and products.
Migrating customer dataCopy link to clipboard
To migrate data from customers:
- Import the data into the
AS_FS_CUSTOMER
table. - Create a document folder for each customer. In the
FOLDER_ID
column of theAS_FS_CUSTOMER
table, store the ID of this document folder.
The remaining fields should be self-explanatory.
Migrating documentsCopy link to clipboard
To migrate documents:
- Create an Appian document for each document you are migrating.
- Store this document in the document folder for the customer that the document is associated with.
- Import the document metadata into the
AS_FS_CUSTOMER_DOCUMENT
table. - 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 dataCopy link to clipboard
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:
- Import the data into the
AS_IO_ACCOUNT
table. - Import the related data into the following tables:
AS_IO_ACCOUNT
AS_IO_TERM
AS_IO_COUNTRY
Migrating product dataCopy link to clipboard
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:
- Import the data into the
AS_IO_PRODUCT
table. - 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