Initiate data migration from IDI

task brazil Updated Sep 10, 2026 2 min read initiate-migration-idi.md
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After the connection is established between your Impact Store Application and the Impact Delivery Instance, next migrate your data.

Before you begin

Important: Navigation to reach this step differs depending on whether you're using the Impact Setup Hub or the legacy Guided Setup. See whichever one applies to you for the exact path.

Complete registration prior to migrating data.

Role required: impact app admin, admin

Procedure

  1. On the Impact Data Migration overviews table, select Start Data Migration.

    Note: See Table and field level mapping for the available tables for migration.

    [Omitted image "initiate-data-migration.png"] Alt text: Initiate migration step with the Start data migration button highlighted.

  2. Check the migration status for each table in the Impact Data Migration Overviews table.

  3. Refresh the page to re-populate the migration statuses in the table data.

    • The Overall Migration Status for each table will update to Completed when successfully transferred.
    • Select to Re-migrate Data for added tables or missed tables. Important: Reach out to your Impact Squad if you require assistance or a table failed to migrate.
  4. Select Mark as configured when the data transfer is complete.

What to do next

Parent Topic:Register and connect to the data provider

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