# Data Migration

Managers can migrate the already created configurations, plans, plan steps and plan step actions from one environment to another instead of manually creating the same configurations in another environment of their choice.

How to migrate configurations, plans, plan steps, and plan step actions from one environment to another. The process of migrating configurations from one environment to another can be divided into two parts:

* Export configuration from one environment
* Import the same configuration into another environment

### Export configurations from one environment to another

To export configurations from one environment to another follow the steps given below:

Before exporting the configurations, create a **custom view** on **'Business Process Checklist configuration'** in the environment from which the configuration is to be moved in the following way:

* Navigate to **Settings** --> **Customizations.**

<figure><img src="/files/5yKIfpLeHQmJFUVLwgxf" alt=""><figcaption></figcaption></figure>

* Click on **'Customize the System'.**

<figure><img src="/files/xvbWsBWXypZGd52LMknL" alt=""><figcaption></figcaption></figure>

* Navigate to **Entities** --> **Business Process Checklist** --> **Views**.

<figure><img src="/files/oT6B5EnbFFACfTIWUtcw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3jmTcsUZR1fIM35POEPV" alt=""><figcaption></figcaption></figure>

* Click on **'New'** to create a new view.

<figure><img src="/files/tNefQWXsAKRvw7VBNAWK" alt=""><figcaption></figcaption></figure>

* Enter an appropriate name for the view and click **'Ok'** to proceed.

<figure><img src="/files/QPBIoJAepMrygLHYTE6F" alt=""><figcaption></figcaption></figure>

* Click on **'Add Columns'.**

<figure><img src="/files/TowbE1IEiMVRUkvpIGZE" alt=""><figcaption></figcaption></figure>

* You can keep the following column names disabled -  **Created by, Created by (Delegate), Created on, Modified by, Modified by (Delegate), Modified on and Record created on.**

<figure><img src="/files/nax65cOtbQELWFbWDcW2" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YcYyZrAAyAFtMnVzvItM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/GzRjPfBjcRNITCKRgHyI" alt=""><figcaption></figcaption></figure>

* Click **'Ok'** to proceed.

<figure><img src="/files/JqFz3GeWeryVtadXowNT" alt=""><figcaption></figcaption></figure>

* Click **'Save/Save & Close'** icon to save this view.

<figure><img src="/files/Xlf6OfKZK0Ue7ooZVFDo" alt=""><figcaption></figcaption></figure>

* You can see the view that has just been added.

<figure><img src="/files/NOQVIrYkcOVM63F1clB6" alt=""><figcaption></figcaption></figure>

* Click on **'Publish All Customizations'.**

<figure><img src="/files/eVAmVBwYu7obu4jReQvL" alt=""><figcaption></figcaption></figure>

* Go back to **Business Process Checklist** application --> Business Process Checklist **Configurations** --> Select the **Export View.**

<figure><img src="/files/LDv8hjPswhdZ07YCBNeK" alt=""><figcaption></figcaption></figure>

* Click on **'Export to Excel'.**

<figure><img src="/files/X5up2gI966j2JpGcXlaP" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/VSGpzMWYnATS660sIfGr" alt=""><figcaption></figcaption></figure>

* After clicking on **'Export to Excel'**, a file with an extension **'.xlsx'** will be downloaded. **Open** this file and **save** it as **.csv format** in the system.
* Click **'Ok'.**
* Once you have successfully created the .csv version of the exported file, let’s proceed to import operation.

### Import the same configuration in another environment

* Login to the other environment to which we want to import the template --> Navigate to **Business Process Checklist** application **--> BPC Settings** --> **Business Process Checklist Configurations.**

<figure><img src="/files/Ce5cE73O5Q33iJ3HntqD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/rKudizHqpSPuU5SsIDup" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/UZbbUpNYRO2uwcYw0Gil" alt=""><figcaption></figcaption></figure>

* **Import** the same **.csv** file.

<figure><img src="/files/gfWWcQbdB6UrgWG6md5G" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/OoN2zbGiEc4oZgXCz6vN" alt=""><figcaption></figcaption></figure>

* Click on **Chose File** and Browse the **.csv** file.

<figure><img src="/files/qF2nOT40Wx3Y7Q0QIMi9" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/NdWIzjfKeUywIfx9F50N" alt=""><figcaption></figcaption></figure>

* Click on **NEXT.**

<figure><img src="/files/93QHfS0Lm6iAnqH4ygtQ" alt=""><figcaption></figcaption></figure>

* Click on **Review Mapping**.

<figure><img src="/files/nXw2djAmTKGfNEPjIMe3" alt=""><figcaption></figcaption></figure>

* Click **'Finish Import'** without changing any of the below fields.

<figure><img src="/files/v6iSO1yennKbutq0JJZa" alt=""><figcaption></figcaption></figure>

* Click on **Confirm.**

<figure><img src="/files/566A3oF2PZf3WLYZayxE" alt=""><figcaption></figcaption></figure>

* Click on **Done.**

<figure><img src="/files/Y4GTmrv1gtkjfvEDCacJ" alt=""><figcaption></figcaption></figure>

In this way, users can export configuration from one environment and Import the same configuration into another environment

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/business-process-checklist/features/data-migration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
