Migration Center
Starting a migration
Create an organization-scoped migration project and choose its source.
Create the project
Open Migration Center, select New migration, enter a recognizable project name, and choose the source system. Choosing a vendor records where the export came from; it does not connect Assocentra to that vendor.
Work through stages
Each project contains independent stages for communities, properties, people, relationships, documents, and reconciliation. Analyze a spreadsheet stage before committing it, or explicitly skip a stage you do not need.