Migrate to Docs

Learn how to migrate your existing setup to Docs platform.

Migration Overview

Migrating to Docs is a straightforward process that can be completed in a few simple steps.

Step-by-Step Guide

  1. Prepare your data

    Before starting the migration, export your current data, review configuration settings, and back up anything critical.

  2. Run the migration tool

    Use the automated migration tool to transfer your data:

    bash
    Docs migrate --source your-platform

  3. Verify migration

    After migration, confirm that records, configurations, and core flows behave as expected in staging before you cut over production traffic.

Common issues

Migration troubleshooting

Support

If you need help during migration, contact our support team or visit Support.

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