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. |
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.
To migrate data from customers:
AS_FS_CUSTOMER
table.FOLDER_ID
column of the AS_FS_CUSTOMER
table, store the ID of this document folder.The remaining fields should be self-explanatory.
To migrate documents:
AS_FS_CUSTOMER_DOCUMENT
table.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.
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:
When you migrate account data, you will also need to update the tables related to these CDTs.
To migrate account data:
AS_IO_ACCOUNT
table.AS_IO_ACCOUNT
AS_IO_TERM
AS_IO_COUNTRY
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:
When you migrate product data, you will also need to update the tables related to these CDTs.
To migrate product data:
AS_IO_PRODUCT
table.AS_IO_ACCOUNT
AS_IO_TERM
AS_IO_COUNTRY
AS_IO_FEE
AS_IO_CURRENCY
AS_IO_APPROVED_CONTACT
AS_IO_PAY_THRESHOLD
Migrating Data