Resolve conflicts arising from data migrations

Summary

After starting a migration of client data to Onvio you need to open the Migrations utility to check on the status of your migration.

If Onvio finds multiple matches, a possible match, or a partial match between your migrating data and existing data, it will display a conflict in the Migrations utility. You need to resolve this conflict to complete the migration of the client record.

Before you start

Make sure you're assigned to a permission group that has Migrations enabled.

Options for resolving client data conflicts

  • Match. You choose a matching record from the suggested partial matches with data in Onvio. Data in the existing Onvio record that differs from the migrating data will be replaced by the incoming data. 
  • Create new. You create a new record in Onvio from your incoming data. Existing records in Onvio are unaffected.
  • Ignore. You choose not to complete the migration of this client data. It's removed from the list in the Migrations utility.

Steps to resolve conflicts

  1. In Onvio Centre, select Setup, then Migrations.
  2. Go to the migration you want to check, then select a Conflicts Found link in the Status column.
  3. Select Plus in the Partial Matches column.
  4. Select either Create New, Ignore or Match in the Actions column to resolve each conflict. 
  5. Select Close when you’re finished.

Note: The Migrations utility shows details of migrations started during the last 30 days.


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