Automated Migration of Workspaces: Folders, Workbooks, and Data

Hey, Is there an automated way to migrate folders, workbooks, tables, and all the data for a workspace ID to another? Thanks in advance for your help

· Sorted by Oldest

Hunain F.
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Hi - Joan C. Clay doesn’t yet support a fully automated one-click migration from one workspace ID to another. The working method is to duplicate your tables with actions into the new workspace, then export your production data as CSV and import it into the duplicated tables. This way the enrichment and action columns are already in place, and when you re-import your data the actions will re-run and repopulate. If you want to preserve existing outputs instead of re-running actions, export the tables including results and re-import them as static columns. Folders and workbooks need to be recreated manually in the new workspace, and any integrations or automations also need to be set up again.
💎1
Joan C.
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We've been working for a client in our own workspace, and now we convince them to open their workspace and now need to transfer all their data structures and data itself

Hunain F.
·
·
Hi - Joan C. Clay doesn’t yet support a fully automated one-click migration from one workspace ID to another. The working method is to duplicate your tables with actions into the new workspace, then export your production data as CSV and import it into the duplicated tables. This way the enrichment and action columns are already in place, and when you re-import your data the actions will re-run and repopulate. If you want to preserve existing outputs instead of re-running actions, export the tables including results and re-import them as static columns. Folders and workbooks need to be recreated manually in the new workspace, and any integrations or automations also need to be set up again.
💎1
Joan C.
·
·
We've been working for a client in our own workspace, and now we convince them to open their workspace and now need to transfer all their data structures and data itself