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Data migration tools
Learn about common data migration methods and tool selection guidance for the CRM system.
Overview
Data migration is a critical step when enterprises switch systems, consolidate business operations, or undergo organizational changes. It involves transferring historical data from a source system to a target system. ShareCRM provides multiple data processing capabilities to help administrators and implementation engineers choose the right migration method based on their scenario.
Core concepts
| Concept | Definition | Use case |
|---|---|---|
| Data batch processing tool | A batch import, export, and delete tool in the Admin Console for large-scale data operations | System initialization, large-scale data backup and cleanup |
| Standard import and export | Import and export features on the front-end object list page with full business logic validation | Daily data maintenance, small-batch data updates |
| Environment management (sandbox and change sets) | Sandbox environments and change set mechanisms for migrating configurations and components between environments | Configuration migration from development to production |
Data migration method comparison
| Comparison | Data batch processing tool | Standard import and export | Environment management (change sets) |
|---|---|---|---|
| Migration content | Object data | Object data | Configurations and components |
| Data volume limit | Unlimited (single file ≤ 100 MB) | Limited | Not applicable |
| Business logic validation | Metadata validation only | Full validation | Not applicable |
| Flow triggering | Does not trigger | Can trigger | Not applicable |
| Applicable phase | Data initialization, data migration | Daily data maintenance | Configuration release |
Typical data migration process
- Planning: Identify the data scope, object relationships, and field mappings for migration.
- Preparation: Export source system data and format CSV files according to target system requirements.
- Testing: Perform a small-scale import in a sandbox environment to verify data integrity.
- Execution: Use the data batch processing tool in the production environment to complete the formal migration.
- Validation: Check import results and confirm data accuracy and completeness.
Migration considerations
- Pre-configure objects and fields in the target environment before migration.
- Import master-detail relationship data in dependency order.
- After migration, perform a data quality check to confirm that key business fields are complete.