Find the migration and/or upgrade scenario that describes your plans.
Then follow the instructions at the bottom of that column.
CRM Online CRM Online
CRM On-Premise CRM Online Will you be migrating CRM data?
If you are migrating data, will you be testing
ClickDimensions functionality in the new CRM
while still using the old one?
Are you also upgrading your CRM?
CRM On-Premise CRM On-
Premise
What type of upgrade are you doing?
Will you be testing ClickDimensions
functionality in the new CRM while still using
the old one?
Follow these instructions:
A1: My existing ClickDimensions account is running
in CRM Online, and we are moving to a new CRM
Online location.
A2: My existing ClickDimensions account is running C1: My existing ClickDimensions account is running
B1: My existing ClickDimensions account is running on-premise or hosted by a partner and we are
on-premise or hosted by a partner and we are on-premise or hosted by a partner and we are
moving to CRM Online.
moving to CRM Online. moving to CRM Online.
Yes, we will be migrating old data from the on-
No, we will be starting from scratch with a clean Yes, we will be migrating old data from the on-premise location to CRM Online using a tool like Scribe or premise location to CRM Online using a tool like
CRM and no ClickDimensions data. Kingswaysoft so we can pick up where we left off. Scribe or Kingswaysoft so we can pick up where we
left off.
Yes, we will be testing ClickDimensions in the new CRM Online while still using our on-premise CRM and No, we will just make the switch and cut over to
We are not migrating data.
ClickDimensions. CRM Online as soon as the data is migrated.
A3: My existing ClickDimensions account is running B2: My existing ClickDimensions account is running B3: My existing ClickDimensions account is running C2: My existing ClickDimensions account is running
D1: My existing ClickDimensions account is running
on-premise or hosted by a partner and we are on-premise or hosted by a partner and we are on-premise or hosted by a partner and we are on-premise or hosted by a partner and we are
on-premise or hosted by a partner and we are
moving to new on-premise or partner-hosted moving to new on-premise or partner-hosted moving to new on-premise or partner-hosted moving to new on-premise or partner-hosted
performing an in-place upgrade.
servers. servers. servers. servers.
No, we are simply moving the location of CRM. We
Yes, we are also upgrading CRM. Yes, we are also upgrading CRM. Yes, we are also upgrading CRM. Yes, we are upgrading CRM.
are not upgrading CRM.
New CRM deployment, but importing the CRM New CRM deployment, but importing the CRM
New CRM deployment with a data migration: In the
database into the CRM deployment (an Import database into the CRM deployment (an Import
upgraded CRM, we will be starting with a clean An In-Place upgrade: We are upgrading CRM on the
We are not upgrading CRM. Upgrade): We will install the new version of CRM on Upgrade): We will install the new version of CRM on
install and using a tool like Scribe or Kingswaysoft to existing servers.
new servers and import a copy of our existing CRM new servers and import a copy of our existing CRM
migrate some data to the new CRM.
database into the new CRM deployment. database into the new CRM deployment.
Yes, we will be testing ClickDimensions in the new Yes, we will be testing ClickDimensions in the new No, we will just make the switch and cut over to the
No, we are just changing the CRM's location. CRM deployment while still using our on-premise CRM deployment while still using our on-premise new CRM deployment as soon as the data is No, we are just performing an in-place upgrade.
CRM and ClickDimensions. CRM and ClickDimensions. migrated.
A B C D
(A1, A2, A3) (B1, B2, B3) (C1, C2) (D1)
Please let our support team know what the new You will need to register for a new solution file with a new, unique Account Key. You will install this new Contact ClickDimensions support. They can provide Contact ClickDimensions support AFTER your
URL/org name is AFTER the change has been made. solution and use it only during testing. a solution with your existing Account Key but for theupgrade is complete. They can provide a solution
The ClickDimensions support team will then update version of CRM that you are moving to. with your existing Account Key but for the current
your account to connect to the new online URL/org When you migrate your data, be sure to include the record IDs (GUIDs), as well as the data from all fields When you migrate your data, be sure to include the version of CRM that you have upgraded to.
name. If the service username and/or password is in ClickDimensions entities. record IDs (GUIDs), as well as the data from all fields
also changed, please include this information. Be in ClickDimensions entities. While your upgrade is in progress, if your CRM
sure to provide the previous URL and org name so server is unavailable, ClickDimensions will queue
the proper account can be updated. Disable plugins in the target CRM system prior to migrating data. Disable plugins in the target CRM system prior to data and retry to synchronize it every hour for up to
migrating data. two weeks until CRM is available again.
While the change to CRM's location is in progress, if
your CRM server is unavailable, ClickDimensions will Do not migrate records for the entity named cdi_executesend. Do not migrate records for the entity named After your upgrade is complete, it is not necessary
queue data and retry to synchronize it every hour cdi_executesend. to have the new solution file installed right away
for up to two weeks until CRM is available again. data should synchronize shortly after the upgraded
Note: During your testing, since you will be using 2 CRM systems in parallel, each with their own separate After your migration is complete, ask CRM is available again.
It is not necessary to install a new solution file. integration to ClickDimensions, you will not have access to resources such as Email Template HTML or ClickDimensions support to update your account
Form content that were created in the original CRM. When your testing is complete, you can request that with the new URL, organization name, and
your original account be updated to point to the new CRM, and the ClickDimensions support team can user/password.
provide you with the solution that contains your original Account Key for installation into the new CRM.