Online Help > Support/Resources > Tips and Tricks

Data Migration

Description

 

Here are the steps to follow when copying data from one data source to another.

 

The migration is simply an export of your original data source followed by an import in the new destination data source.

 

Export

 

1. Select your data source in the data source selection drop down.

 

Data source drop down menu 

Data source drop down menu

 

2. Select File - Export - Export All Entries (.rdm).

 

Export All Entries (.pvm)

Export All Entries (.pvm)

 

3. Select your export entries options. You can choose to include your credentials in your export and may also select to use a Master Key as an added security layer.

 

Export Entries options

Export Entries options

 

BadgeWarning48x48

Ensure that you do not forget the Master Key as you will not be able to decrypt the data without it.

 

4. Save the file with the name and location of your choice.

 

Import

 

1. Select the destination data source in the data source selection drop down.

 

2. Select File - Import - Import Data Entries (.pvm, .xml).

 

Import Data Entries (.pvm, .xml)

Import Data Entries (.pvm, .xml)

 

3. In the Import Entries dialog use the ellipsis button to browse for the data file exported in the previous section.

 

Import Entries

Import Entries

 

Option

Description

Import in root

Import your entries in the root of your data source, meaning it will keep the exact same structure (group, folder, credentials) as the one you've exported. It is the suggested method of import.

Import in current folder

Import all your entries under the selected folder of the data source.

 

4. In the next dialog you'll be presented with a list of all entries that are in the data file. You can select which entry you wish to import or you can Select All to import all of your entries. Simply press OK to complete the process

 

Import Data Entries

Import Data Entries