Understanding Data Migration

Overview

Data Migration is the process of moving your older data  ( belonging to version1.48 or earlier) to the newer version (1.49 or later).

It helps you build conversations out of the older data in your Converse Desk. It is not a mandatory step and Organizations that do not require their older data may not perform this activity.

User Profiles for Migration

All customers with SMS-Magic Interact 1.48 or less can migrate to SMS-Magic Converse 1.50 and later versions. Migration process can be handled only by users with Admin profiles.

Prerequisites

  • Only Admin users can migrate Data.
  • No active process flows, workflow or trigger should be running to update the SMS history.
  • All Validation rules for Incoming SMS and SMS History tables should be disabled.

Configure Global Settings

You need to enable the following permissions in the Global Settings Setup page:

  • IsDataMigrationAccessible – This should be selected in order to run Migration scripts.
  • Use Single message object – This should be selected to ensure that SMS history object records both incoming and outgoing messages.

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Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.