Configuration migration between environments

Create a configuration package from the source environment, export it, import it into the target, review the results report, and look at what does not migrate and must be redone by hand. This is how you promote configuration from development to test to production. Doing it manually three times is how errors get introduced — not because anybody is careless, but because three passes over the same hundred settings will differ somewhere. Not everything migrates. Know the gaps and keep a manual checklist for them, and treat that checklist as part of the package rather than as a note. Version and store your configuration packages. They are your only record of what was configured when, and the day somebody asks why a setting changed in March, they are the answer.

In this module: Module 14 · Data Migration and Integration

1. 1Migration strategy: what to bringFree preview
2. 2The import architecture
3. 3File-based import end to end
4. 4The finance import objects
5. 5Opening balances
6. 6Configuration migration between environments
7. 7Integration patterns and third parties
8. 8What breaks
9. 9Lab: migrate opening balances