Initiate data migration from IDI

  • Release version: Zurich
  • Updated November 20, 2025
  • 1 minute to read

    • After the connection is established between your Impact Store Application and the Impact Delivery Instance, next migrate your data.

    Before you begin

    Note:
    Use automated registration to connect to the Impact Delivery Instance prior to migrating data.

    Role required: impact admin role, admin

    Procedure

    1. Navigate to All > Impact > Configuration > Guided Setup > Initiate sync & migration.
    2. Select Initiate migration from the listed tasks.
    3. On the Impact Data Migration overviews table, select Start Data Migration.
    4. Check the migration status for each table in the Impact Data Migration Overviews related list.
    5. Refresh the page to repopulate the table data.
      The Overall Migration Status for each table will update to Completed when successfully transferred. Reach out to your Impact Squad if you require assistance or a table failed to migrate.
    6. Select Mark as Complete on the Initiate Migration page when data transfer is complete.

    What to do next