Migrating Data

You can migrate data and formats in an existing customer solution for into another Aurea CRM environment in order to reuse the data and formats.

Examples of use cases:

  • Aurea CRM win > Aurea CRM web
  • Aurea CRM win > Industry Solution
  • within Aurea CRM win: user-defined info areas > core info areas

You can (partially) automate the following tasks when migrating data:

  • Moving data to different fields of info areas based on mappings
  • Adjust or convert existing masks and other formats

Data is migrated to the current database.

Note: Some changes made to data within the scope of migrating data are irreversible. Before migrating, back up your database or first carry out the migration on a test system, see Recommended Procedure.

User-specific settings (e.g. list settings, active conditions, sort orders etc.) saved in the *.cfg files cannot be migrated; these settings are lost.

Below topics are solely directed at internal Aurea CRM users and partners.