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X-Author for Migration Manager for Advantage Platform

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X-Author for Migration Manager for Advantage Platform

Migrating Templates

Exporting a Template or Clause

You can export templates and clauses with standard and custom fields from Advantage Platform org to another.
  1. In Conga Advantage Platform, select Migration Manager under the Shared Apps menu.
  2. Create a new configuration for the template or clause you want to migrate.
  3. Once the configuration is complete, click Import/Export on the main Migration Manager page.
  4. Search for the name of the configuration you want to export. Click the three dots beside the name and select the Export option. If successful, the following confirmation message appears: "Configuration exported successfully". If the export fails, you receive an error message instead. You can check the status of the export on the Status page. The Status page also displays the status of imports.
  5. Click the Status on the main Migration Manager page and search for the configuration you exported. Under the Action column are the possible statuses:

    • Download: If the export or import is successful, you can download a .zip file with your exported configuration.

    • Failed: If the export or import failed, you can download a .json file with an error log.

    • In Progress: The export or import is still processing.

The downloaded .zip file can be imported into another Advantage Platform org.
Conga
X-Author Migration Manager

July 1, 2025