Create one
- Go to Companies and click Create.
- Fill in the Create Company dialog:
- Name — typically your customer’s name.
- External ID — filled in from the name; change it to the id your own system uses for this customer. It’s how the Migration API finds the company again.
- Source — the system the customer is moving off, if you know it. Pick one from the list or + Add source. See Sources.
- Templates — the templates that become sheets in their workbook.
- Click Create Company. Vern builds the workbook and takes you straight to the import page so you can add their files.
The company page
The header shows the company’s Source, its External ID and its Migration ID (the id the Migration API uses); click either id to copy it. The ⋯ menu has Edit and Delete. The main button follows the migration’s state — Import, Import N files, Continue import, View import or Re-import. Export appears once the workbook has records. Three tabs:Settings
- Memory — Saves what it learns for next time. Vern keeps the import recipe, source notes and this customer’s preferences, and reuses them on the next import. Turn it off for a one-off or test migration: the import still runs and rows are still written, but nothing it learns is kept. You can only turn it off after the migration has completed a run.
- Template lock — Stops Vern changing the data model. No new columns and no changes to validation rules, not even for a single import. The agent maps what fits and tells you what it couldn’t carry.
Archive a workbook
To put a finished workbook out of the way without deleting it, choose Archive from the workbook’s ⋯ menu. Archived workbooks are listed under Archive on the Companies page, where you can unarchive or delete them.Next
- How import works — get the customer’s data in.
- Sources — the systems your customers move off, and what Vern knows about them.