Data Migration
The Data Migration tool allows you to bulk upload specific data during the initial stages of the system setup.
The tool will read in the delimited file parsing each field into temporary tables where validation is performed on the contents.
Once validation is complete the user is able to migrate this data into the software for full use.
📌Note: Further guidance is available on the dashboard and upload screens and the migrate and completed screens
Granting access
There is a pre-configured menu profile, COREPORTAL_DATAMIGRATION_USER, available to assign to users. This includes all of the necessary menu options for a user to carry out the following.
Complete data migration uploads.
Process Updates.