How to Transfer All Data at Once between Two Partitions

To transfer all data at once between the two partitions/environments, follow these steps:

  1. In the source partition, go to Administration > Configuration Import / Export / Archiving > Data Exports

  2. Click the New Export button. 

  3. Provide a label for your new data export item. 

  4. Select your data export item and click the Configure button. 

  5. In the Source Selection window, select what sources should be exported.
    Notes: 

    • The Label column tells you what object structure will be exported. 

    • The Include Data check-box determines if the actual data will be exported. 

    • The sources named DMDataxxx represent PA data (e.g., transactions). If these sources are selected, the export may take a very long time and the resulting file will be huge. It is not mandatory to have these items selected. If you don't need this data, make sure the check-boxes are not checked.

    • Note what fields are selected – later in Step 15 the same fields must be checked/unchecked, otherwise the import will fail.

    • In the example below, the ‘Customers' and ‘Products’ objects will be exported. Make sure you ‘Include Data’ and click Save.

      image-20260102-092842.png

       

  6. Click Save and the Source Selection window closes.

  7. Click the Start button.

  8. Wait until the status of your data export changes from Pending to Ready. (Click the Refresh icon to update the status.)

  9. Click the Download button and save the resulting file locally. 

  10. Log in to the destination partition where you want to import the data. 

  11. In Administration > Configuration Import / Export / Archiving > Data Imports.

  12. Click the New Import button, then click Import. Browse for your downloaded file and confirm. The upload starts.

  13. Set a label for your Data Import.

  14. On the Data Imports sub-tab, select your data import item (which just got created by the upload) and click the Configure icon.

  15. In the Source Selection window, select what sources and data should be imported.

    image-20260102-093315.png


    warning  Make sure the same fields are checked/unchecked as during export in Step 5, otherwise the import will fail.

  16. Click Save and the Source Selection window closes.

  17. Click the Start icon. 

  18. Wait until the status of your data import changes from Pending to Ready. (Click the Refresh icon to update the status.