Data Migration: Handling External ID
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During migration, there are 2 ways to populate the External ID for existing EDA objects:
- Method 1: Using Data Loader.
- Method 2: Run Script.
Method 1: Use Data Loader
Step 1: Export all records for existing EDA objects from production into a spreadsheet.
Step 2: Define the External ID for each record.
Step 3: During go live, load the spreadsheet to update the External ID in RIO's field.
Example: Export all current courses into a spreadsheet (with the record ID), and then define the External ID for each Course.
Method 2: Run Script
Step 1: Create a custom field for existing EDA objects in Production.
Step 2: Populate the External ID for each record in the custom field.
Step 3: During go live, run a script to copy the value from the custom field to RIO's External ID field.
Example: Create a custom field in the Course object, and then define the external ID.