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custom-field-migration
Custom Field Migration
by DevRev

The custom field migration snap-in is designed to facilitate the migration of custom field values across various DevRev objects, including accounts, issues, tickets, opportunities, and contacts. It efficiently processes data in batches, transferring values from a specified source field to a target field while managing state through cursors for reliable execution.

Features

  • Versatile field mapping: The snap-in is capable of transferring values from a specified source field to a target field for multiple object types, including accounts, issues, tickets, opportunities, and contacts. It dynamically adjusts based on the object's structure, ensuring accurate field mappings across different objects.
  • Automated execution: The snap-in is designed to start using command and run automatically using event scheduler, processing batches of objects efficiently. It handles state management to ensure that all relevant objects are processed without interruption.
  • State management: The snap-in maintains the state of processing (cursor) to ensure it can resume from where it left off in case of any interruptions.
  • Optional source field unsetting: After migrating values from the source field to the target field, the snap-in offers the flexibility to unset or clear the source field. This ensures that data is transferred and optionally removed from the original field to avoid duplication or confusion. Users can toggle this behavior through a configurable setting.

Installation

For detailed installation and configuration instructions, refer to the Custom field migration documentation.