Migration Playbooks allow you to easily move large volumes of data from one connected system to another in BonData - without complicated custom integrations or manual exports and imports.
Use migration playbooks when you need to regularly or one-time transfer data, such as migrating support cases, sales deals, contacts, or custom records between systems.
🛠️ How to Create a Migration Playbook:
Follow these simple steps:
Step 1: Start your Migration Playbook
Go to Playbooks > My Playbooks > Create Playbook.
Select Migration as your playbook type.
Enter a clear, descriptive name and a short description to identify the playbook’s purpose.
Step 2: Select Your Source and Destination
Under Source, select the system and object you want to migrate data from.
(Example: Monday > Cases)Under Destination, choose your target system and object for the data migration.
(Example: Snowflake, including Role, Warehouse, and Table)
Step 3: Map Your Fields
Depending on your destination system, follow one of these methods:
A. Migration to a SaaS Application:
Simply map each Source Field from your source object to its corresponding Destination Column in your destination SaaS app.
Confirm your mappings clearly reflect the data you intend to migrate.
B. Migration to a Data Warehouse:
After selecting your destination warehouse, click Show Create Table SQL Statement.
BonData automatically generates an SQL statement for creating the required table structure, including all relevant fields.
Copy and run this SQL statement directly in your data warehouse to prepare your target table.
Step 4: Save and Run Your Playbook
After confirming your mappings and table creation, click Save and Run.
BonData will immediately execute your migration and transfer your data to the destination you've chosen.
⚙️ Automating Your Migration Playbook
To automate and schedule your migration process:
Click the ⚙️ Gear icon at the top-left corner of your playbook screen.
Choose how frequently the playbook runs (daily, hourly, custom intervals using cron expression, etc.).
At the bottom of the settings pane, toggle Do it automatically to ON.
Don't forget to Activate your Playbook but toggling the "Inactive" toggle at the top left corner of the screen.
Your migration will now run automatically at the specified interval, ensuring your data remains continuously synchronized.
🎯 Common Migration Use Cases:
CRM migrations: Move closed deals or contacts from HubSpot to Salesforce.
Ticketing migrations: Sync support tickets from Monday or Zendesk into Snowflake or other data warehouses for analysis.
Custom data synchronization: Keep internal systems aligned without manual intervention.
Need Help?
If you have questions or need additional support, reach out to our team—we’re here to help!
Happy migrating! 🚚✨