Have you ever faced an issue where you need to
import some record without changing GUID of the record?
For example if we need to migrate team data . So what I can do is create the Queue in our Development environment and then use an Import to create in other environments with the same GUID.
Steps:
For example if we need to migrate team data . So what I can do is create the Queue in our Development environment and then use an Import to create in other environments with the same GUID.
Steps:
1. Export the
record using Advanced Find. This will include the GUID of the record.
2. Open this file
and expose columns A, B, C.
3. Delete columns
B and C and then rename A to "GUID" for clarity. Save this file as a
.csv
4. In your next
environment, click on Import Data and select the .csv file.
5. Then it’ll ask
you select the entity as Team and then map any fields that are needed.
o Map your
"GUID" field to "Team(Primary Key)"
o Keep in mind
some fields are set by the system, so they may not let you map them. These can
be ignored.
6. You can choose
to save this map if you like for future environments. Then click
"Submit"
7. When the
import is done, verify the new record was created and you can check the GUID.
All should match.
If you entered a name for your Data Map (last step of import process), then you should follow these steps before moving to the next environment:
- Settings
-> Data Management -> Data Maps
- Select
the one you created and click "Export"
- In
your next environment, navigate to the same area and click
"Import"
In next environment we can use the existing file (from your Development environment) from step 5, no need to export again. For step 7, we can either remap or select the imported data map name.
I hope this is helpful for you!