X-Author for Excel provides a built-in solution for migrating data from one instance to another with the Data Migration wizard. Using the Wizard, you can choose Objects, Fields and related Lookups to build an app configured to retrieve data from the connected source org and save data to a target org. The wizard takes care of all Display Maps, Save Maps, Action Flows and user menus so you have an app ready to use when you are done. As a designer, you can also customize the app after completing the wizard steps to tailor it to your requirements.
Certain restrictions apply to app design after you have completed the Data Migration wizard. Consult the following sections for a list of restrictions.
To start building a new Data Migration app using the Wizard
Go to the X-Author for Excel Designer tab and Connect to your instance.
From the X-Author for Excel Designer ribbon, click on the arrow next to Data Migration.
