Earlier in the week @Mind_insurance posted about moving a Project from one workspace to a new one. and a little while ago @Leo announced the addition of a batch endpoint in the API.
Last week the @TapeTeam made the batch endpoint available in automations and I thought they would be a perfect solution to migrating multiple records from one app to another.
The video below shows how I have used the batch endpoints to migrate records between apps. It should be said that I have done this video a little differently in that I recorded the whole process of working through it from scratch rather than an explanation of the finished result. This means that you get more detail and see some of the resources I use however it also means you get to see me make mistakes and my brain jumping around
For those of you who want a more concise explanation, you can find it further down
We have an app of projects:
And an automation:
- We search for the projects that are not complete and have not been migrated
- We build the JSON needed for the batch create, run the batch create and relate the new record to the old, and then update the original record
This is a shorter video showing it working: