How to Check the Result of Demo Migration in ConnectWise

Once the Demo is complete, the Migration Wizard shows you a table, summarizing the general number of transitioned records along with reports. Each record type contains the reports for the migrated, failed, or skipped data. Plus, every report contains the list of transferred entities’ IDs.

ConnectWise Migration Wizard

Click the "View records" button to see a list of records IDs in the source platform and new IDs in ConnectWise. Locate and check every record. The report looks like this:

Migrated Staff ConnectWise

All tickets and related data migrate the same way during Demo Migrations and Full Data Migrations. In other words, if some ticket data weren't migrated or/and were transferred incorrectly during the Demo Migration, it won't be migrated in the Full Migration.

During the migration to ConnectWise, check if all the migrated comments correspond to authors accordingly, as well as, Custom Fields, Customers, Companies, and Attachments.

Migrated Tickets ConnectWise

Note: The tickets migrated during the demo get removed automatically, so you won’t have any duplicate tickets when the migration ends.

Similar "Migration Results" reports will also appear after the Full Data Migration. Repeat the thorough inspection once again to make sure everything is in place.

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