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This article applies to:

  • Product: Onvio
  • Audiences: Staff

Resolve conflicts arising from data migrations

Summary

After starting a migration of client data to Onvio you need to open the Migrations utility to check on the status of your migration.
If Onvio finds multiple matches, a possible match, or a partial match between your migrating data and existing data, it will display a conflict in the Migrations utility. You need to resolve this conflict to complete the migration of the client record.

Before you start

Make sure you're assigned to a permission group that has
Migrations
enabled.

Options for resolving client data conflicts

  • Match
    . You choose a matching record from the suggested partial matches with data in Onvio. Data in the existing Onvio record that differs from the migrating data will be replaced by the incoming data.
  • Create new
    . You create a new record in Onvio from your incoming data. Existing records in Onvio are unaffected.
  • Ignore
    . You choose not to complete the migration of this client data. It's removed from the list in the Migrations utility.

Steps to resolve conflicts

  1. In Onvio Centre, select
    Setup,
     then
    Migrations.
  2. Go to the migration you want to check, then select a
    Conflicts Found
     link in the Status column.
  3. Select
    Plus
    in the Partial Matches column.
  4. Select either
    Create New
    ,
    Ignore
     or
    Match
     in the Actions column to resolve each conflict.
  5. Select
    Close
     when you’re finished.
note
The Migrations utility shows details of migrations started during the last 30 days.