Filtering What Data is Migrated

Learn how to apply filters to your data migration

Ashley Milne avatar
Written by Ashley Milne
Updated over a week ago

If you would like to apply a filter to the data that is migrated, you can do this via the Settings tab of your migration.

Please note, this tab is only available after your sample migration has completed. When you are finished configuring your filters, you will be able to rerun your sample migration.

Select the object to filter

Choose from the dropdown the record type you wish to filter. You can add multiple filters as needed.

Select the field to filter by

Configure the filter from the available fields in the dropdown. For example, created after a specific date or even by a custom field value of your choice. When done, click "Add filter".

Restart the migration

Once the filters are setup, you will need to restart your migration. We recommend doing this in the sample (not the full) so you can validate the results before proceeding.

If you need to make changes to your filter setup, or wish to remove the filters, you can do this by navigating back to the filter setup page. Please note - any changes to the filter (including removal) will require that you restart the migration to apply the changes.

Please note -

A record which is filtered out means that any related records will also be filtered out by default. For example, if the Account is excluded, then its related Contacts, Opportunities, Notes, Activities, etc. are also excluded. 

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