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Context:

You’ve been using MSP Process to send out Contact Update forms, and your clients have been filling them out. You’re now in the process of moving from one PSA to another though, and you want to migrate the “Opt-in Status” of your contacts from your current PSA to your new PSA.

Prerequisites:

  • MSP Process has an integration to your current PSA and your new PSA, under the Integrations -> PSA Integrations page
  • You’ve got Opt-in status information linked to your current PSA that you want to migrate to your new PSA
  • Your new PSA already has the same list of Contacts in it as your current PSA

Migrating Opt-in Status Data:

  1. Login to MSP Process (https://app.mspprocess.com) as an Admin-level account
  2. Navigate to the Integrations -> Opt-in Data Migrations page
  3. Select your current PSA from the Source PSA drop-down menu, and your new PSA from the Target PSA drop-down menu
  4. Click the Import button; when prompted, click Confirm to proceed
  5. You’ll receive a report that shows you how many Contacts had their Opt-in Status updated in your new PSA, as well as if there any errors or issues:
Based on the report, you can then take action to correct things:
  • You may need to add contacts in your new PSA
  • You may need to update the email address of Contacts in your new PSA

Re-running the Opt-in Status Migration:

You can run the Opt-in Status Migration tool as many times as you need; this makes it easy to adjust things in your new PSA, and then simply re-run the Opt-in Status Migration tool to confirm that your changes addressed any issues. Note that if you’re making changes to Contacts in your new PSA, you should sync those changes into MSP Process before you re-run the Opt-in Status Migration tool. You can re-sync Contacts from the Integrations -> PSA Integrations page, by cicking the Sync Data button within your PSA integration.