Migrations tab

About the Migrations tab

Because you're an APSIS Pro user becoming an APSIS One user, we offer you the possibility of importing all the data gathered with our previous platform into APSIS One.

Here in this part of APSIS One you can manage all your past and ongoing migrations, as well as see reports to assess how many profiles are coming in to your account.

Continue reading this article for more information on what you can do in this tab.

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Navigation

To access the Migrations tab, head over to Account Settings and click Migrations on the left side menu.

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Your migrations will be shown in a list, with columns that show the name of your migration and the Section it corresponds with.

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List Columns

Here's the data shown in the columns:

 Pro Account: The APSIS Pro account this migration is currently running on.

 Section: The Section you chose to migrate data into.

 Profiles: The number of profiles created or updated so far in this migration.

 Type: Whether it's a one-time or ongoing migration.

 Status: For ongoing migrations, you will be able to see when the migration is active or paused.

 Last updated: This is the date the migration last fed APSIS Pro data into your APSIS One account.

 Next migration: For ongoing migrations, you will see the date the migration is scheduled to run again.

 


 

Add a New Migration

To start a new migration, click Add New Migration and follow the steps described in New Migration.

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Edit a Migration

To edit a migration, click on the migration you wish to edit and click Edit in the Bottom bar.

For now, this feature is only available to Staff Users, which are APSIS' Professional Services consultants or APSIS Support agents.

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The Migration Wizard will open, and it's time to make your changes. Follow the steps described in New Migration.

If you choose to have a recurring migration, your APSIS One account will be periodically updated with your APSIS Pro account's latest data. Recurring migrations will occur approximately every 24 hours, from the time it first synced. If you edit and save the migration, the sync will start automatically and will continue to occur approximately every 24 hours from the time of the last edit.

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Once you're done, click Save to save your new migration preferences.

The sync will start automatically and will continue to occur approximately every 24 hours from the moment you save.

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Pause an Ongoing Migration

1. Select a migration from the list.

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2. The Bottom bar will appear. Click Pause.

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Activate a Paused Migration

1. Select a paused migration from the list.

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2. The Bottom bar will appear. Click Activate.

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3. Your migration will reactivate with the changes you made. The Migration Wizard will start a sync between APSIS Pro and APSIS One immediately and, depending on your Recurring Sync preferences, will continue to sync approximately every 24 hours.

For more information, see New Migration.

 


 

Migration Reports

To see a report, first click on a migration from the list. On the Bottom bar, you'll see the following options. To download a report as a text file, click Download report.

Otherwise, choose Report to see the latest statistics inside APSIS One.

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Overview

Select Overview in the left side navigation to see the general outcome of your migration.

See the name of the account migrated from APSIS Pro into APSIS One under Pro Account.

Under Channel, you can see the Channel Consent that was applied to the Profiles created in APSIS One from your APSIS Pro account. Profiles created or updated by this migration will obtain or lose consent in the channel shown here. This depends on your migration setup. Read more...

See how many Profile migrations were successful and how many failed in the graph and legend on the right.

Below the graph you can see 25 successful email addresses migrated into APSIS One Profiles.

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Settings

Under the Settings tab you'll see the setup you chose for your migration.

Pro Mailing List Sync contains information about the mailing list that has been synced with APSIS One, the name of the list, the Consent list and Topics chosen and any Tags applied to the new Profiles.

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Depending on your preferences, you'll see whether you included opt-out or opt-out all mailing lists in your migration.

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Data Fields Mapping displays the data fields mapped between the APSIS Pro DD Field and APSIS One Attribute.

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If you chose to tag the Profiles, tags will be displayed under Profile Tagging. If you didn't choose any tags, it will show as below:

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Under Email Event Data, you can see the preferences as to the APSIS Pro data that was migrated as APSIS One Events in Profiles: opens; clicks; sent; delivered & bounced; opt-outs.

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Finally, under Recurring Sync, you can see how often the Migration Wizard is updating and creating Profiles based on your APSIS Pro mailing lists. Read more...

If you didn't turn it on, it will show as below:

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