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Data Migration Guide

Step-by-step guide to migrating your data to CognexiaAI ERP

Migration Overview

Seamlessly migrate data from legacy systems with zero downtime

Pre-Migration Checklist

Data Audit

Clean and validate existing data

Backup Creation

Create full backup of current system

Field Mapping

Map source fields to target schema

Test Environment

Set up sandbox for testing

Migration Methods

CSV Import

For small to medium datasets (<100K records)

  • • Download CSV template
  • • Map columns to fields
  • • Upload and validate

API Migration

For large datasets (100K+ records)

  • • Batch processing support
  • • Rate limit handling
  • • Progress tracking

Step-by-Step Process

Step 1: Export Data

Export data from your current system in CSV or JSON format.

# Example: Export from SQL database
SELECT * FROM contacts 
INTO OUTFILE 'contacts.csv'
FIELDS TERMINATED BY ','
ENCLOSED BY '"'
LINES TERMINATED BY '\n';

Step 2: Transform Data

Map and transform data to match CognexiaAI schema.

// Example transformation script
const transformContact = (oldData) => ({
  firstName: oldData.first_name,
  lastName: oldData.last_name,
  email: oldData.email_address,
  company: oldData.company_name,
  phone: oldData.phone_number
});

Step 3: Import via API

Use bulk import endpoint for efficient data transfer.

curl -X POST https://api.cognexiaai.com/v1/bulk/contacts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d @contacts.json

Step 4: Validate & Verify

Run validation checks and verify data integrity.

Post-Migration Tasks

  1. Verify record counts match between systems
  2. Test critical workflows with migrated data
  3. Set up data sync if running parallel systems
  4. Train users on new system
  5. Decommission old system after validation period

Next Steps

Bulk API →

Import endpoints

Data Sync →

Real-time integration

Get Help →

Migration support