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CPQ for Advantage Platform

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Conga Product Documentation

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CPQ for Advantage Platform

Migrate Cart API Overview

Preparing Data for Cart Migration

You have access to the Conga Advantage Platform Admin Console with permissions to manage organizations and data sync.

  1. Identify the Conga Advantage Platform and Salesforce organization mapping.

    Determine which Conga Advantage Platform organization corresponds to which Salesforce organization.

    In Conga Advantage Platform, go to Admin Console > Organization > External Integrations

  2. Open the Data Sync page to configure synchronization.

    Go to Admin Console > Data Sync on the Advantage Platform.

    The Data Sync page lists the available objects that you can synchronize from SFDC to the Conga Advantage Platform Object Database (Object DB).

  3. Select the objects to sync from Salesforce to Conga Advantage Platform.

    Select the Salesforce objects that contain the cart and related data you want to migrate.

    Note:

    When syncing data from SFDC to the Conga Advantage Platform Object Database, only the ETL sync direction is currently supported.

    For reference, sync direction types include:

    • ETL: Syncs data from SFDC to Conga Advantage Platform.
    • Reverse: Syncs data from Conga Advantage Platform back to SFDC.
    • Forward: Under development. Intended to sync small datasets from SFDC to Conga Advantage Platform.
  4. Start the sync from SFDC to Conga Advantage Platform.

    On the Data Sync page, click Sync Now.

    A dialog opens with two sync options:

    • Full Sync: Transfers all data from SFDC to Conga Advantage Platform. Existing records in RLP are updated.
    • Incremental Sync: Transfers only new records that do not already exist in Conga Advantage Platform.
  5. Optionally configure advanced sync options.

    To control which records are synchronized, click the More options (⋮) icon and select Edit.

    Specify any filters or record subsets to include in the sync.

  6. Monitor the sync run history.

    Click Run history to review the status and progress of the sync processes that you initiated in the previous steps.

    Do not call the Migrate Cart API until the relevant data sync has completed successfully.

After you complete these steps, the required SFDC data is available in the Conga Advantage Platform Object Database. You can now use the Migrate Cart API to load cart data into memory for processing.

Next, see Use the Migrate Cart API to load cart data.

April 6, 2026