Just like moving, the cleaner and more organized your data is before the migration, the easier and faster it will be.
Think of data mapping like writing "Kitchen items - Silverware" vs "Kitchen items - Bowls" on the side of a box. During this step, you'll be translating your old database's terms into SAM terms. This will let our team know what your records are and where they should go in your SAM site.
Take a look at this quick video to see how field mapping works:
Map Your Fields
Rename your current database fields to match SAM's [Table - Field Name] structure. An exact match is required for proper mapping.
Example: Family - Street Address or Family >> Street Address (as copied from within SAM)
Where you have fields in your old database are not in SAM, and you want to maintain the data, new fields need to be created. See our Basic Form Customizations guide for how to do this.
Fields can be found a few ways:
1) Through reports that describe fields in SAM.
There are two reports that we recommend looking at:
- Common Tables - Data Migration - this report shows the most common tables used in general and are typical for imports.
- Tables and Field - this report shows all fields in SAM.
These reports can be found through Settings > Report Builder > Scroll toward the bottom of the screen.
2) Fields can also be found by searching SAM's forms and reviewing Settings > Tables & Fields. You can access the Field Properties form and copy the field title from there.
Upload the mapped data file to us via a support ticket.
InReach Solutions will review fields and assist with final mapping. Once the file is ready, we will upload the data into our migration utility, MigEasy. We may provide a link to view the field mappings in MigEasy for an additional review, however, simple migrations may skip this step.
We will make final adjustments to the data, then run the migration. This run may be in a test site or your production site depending on the complexity.
- We cannot re-import a data-set once it has been imported. Re-importing the same data would overwrite the data that is already in SAM and possibly create duplicate records. However, its is possible in some cases to clear out all the previously migrated records.
- You may rename fields while mapping, but not after you have submitted the CSV file for upload.
- Data migration does not include the customization of forms and reports. Migration Reports are setup to view the fields that were migrated.
- Complex data migrations may not be able to be handled with MigEasy utility and may require a developer's touch. These situations will need to be scheduled with the development team.