Migrating (Copying) Settings and Data From a Previous Event Site + Video
Returning subscribers can use the migrator tool to pick and choose which elements of an event site you want replicated on your new site. If you migrate all options, you can effectively create a clone of your of past event - but without any transactions/orders/history. The previous event site remains intact.
Note: Past transactions are not migrated, so it is NOT possible to migrate user passwords (other than Chair/Admin/Volunteer/Staff) or stored credit cards.
Things to Know:
- You must be an Account Manager to sign into https://my.schoolauction.net or https://my.tofinoauctions.com to migrate data and settings.
- You first need to create a new site to migrate data to.
- Migrations are the most efficient way to copy data and settings to a new event site. Multiple Migrations are allowed but may create duplicate user records and will overwrite existing settings.
- CHECK your new site right away to make sure the data and settings migrated as intended. Deleting incorrect migrations is much easier if completed before new data is entered.
- The Select "All" option does not include items donated to the previous event. Because items are migrated directly into the new site's catalog, most chairs only find item migrations worthwhile if the event has tradition of nearly identical items (such as carnivals, sign up parties etc.) If you want to migrate items, you must override the default by checking the Items box.
- Be aware that migrating email templates and homepage settings will copy over any text that was manually edited on the previous event site (such as event name and references to dates/year). If you choose to migrate these - be sure to review them on the new site before making them public.
- If your event does not charge admission, but your supporters need bidder numbers, contact support if you would like to migrate all guests from a previous event to the new event site with $0 tickets.
- You have the ability to perform mass deletions of Users, Donors, and Items - so if you want to retain some, but not all records, you'll need to migrate all, then delete the records that won't be useful.
- You can merge two user records if necessary.
To Migrate/Copy Data and Settings:
- Login to your account at my.schoolauction.net or my.tofinoauctions.com or navigate from the Dashboard (Admin > View Dashboard) of an existing event site.
- Click on Migrate button of Event Site you want to migrate/copy TO.
- Specify the event site you want to migrate/copy FROM.
- Confirm the TO and FROM sites.
- Select the Data/Settings your want to migrate/copy.
- Review confirmation screen for status and any errors.
- Review current event site for migrated data/settings.
2. Click on Migrate Data Button for the Site you Want to Migrate/Copy TO:
- On the Account Managers page, in the Event Information section, click the Migrate Data button next to the event site to which you want to migrate data, settings, or templates TO.
3. Specify the Event Site You Want to Migrate/Copy Data FROM:
- In the Migrate/Copy Info FROM This Site or Template section, use the dropdown menu to select the event site or template from which you want to copy data or settings FROM.
4. Confirm the TO and FROM Sites:
- Carefully review the selected FROM and TO sites or templates, then confirm the migration by clicking Confirm Sites and Select Data button.
- Note: Once the migration is complete, it cannot be easily undone, so please review the FROM and TO sites carefully before proceeding.
If a migration needs to be reversed, halt all work on the site immediately and contact the Support team using the Help Widget on the right side of any event site page. Please be aware that reversing a migration will delete any changes made to the TO event site after the migration was completed.
5. Select the Data/Settings You Want to Migrate/Copy:
- If you’d like to clone (copy) an event site’s appearance, settings, and user records without including any transactions (such as tickets or item donations), click the Select All button.
- If you choose to migrate Custom Fields from a past event site, be sure to clear any unwanted or outdated data on your TO (new) Event Site after the migration is complete.
To do this on your new event site, go to Site Settings > Customize Your Site > Look & Feel > Custom Fields, then follow the instructions outlined in Migrating (copying) Data from Custom Fields.
- If your event offers the same items year after year (which is uncommon), select the Items checkbox to replicate items on the Catalog page.
For guidance on whether this option will benefit your event team—and for additional details about migrating items from a past event site—click the help icon (?).
- Tip: When selecting which data or settings to migrate, click the help icons (?) for additional details about what each selection will migrate.
- Most migrations are completed within 5 - 10 minutes. Migrating large catalogs of items/images can take an hour or more.
6. Migration History and Confirmation Displays Upon Completion:
- Once the migration is complete, you can view the migration status and log in the Previous Migrations To This Event section of the page. (Migration history is retained for future reference.)
- If the migration status is:
Successful: All selected settings and data were migrated without issue.
Needs Review: Some elements could not be migrated because they were invalid or the migration timed out. Review the migration log to see which elements were omitted.
7. Review Migrated Changes on Your Current Site
- Immediately after migrating, review your site to make sure the changes are what you expected to see. You can bulk delete unwanted item donors and users.
- If you migrate custom (user defined) fields, such as Meal Choices, from one site to another, be aware that data collected in those fields will also be migrated. In order to collect accurate data for your new event, you need to CLEAR any unwanted migrated custom field data on your new site.
Immediately after migrating, and before collecting any new custom field info, go to Site Settings > Customize Your Site > Look & Feel > Custom Fields and click the Clear Migrated Data button next to any migrated fields where you wish to collect new info for your new event.