How to migrate old locations
Step 1: Make sure you have a back-up before doing a large data migration!
Step 2: From the front end of the system, click the in the upper right hand corner and select
Step 3: Once you’re viewing the
Admin back end of your site, select in the menu on the left.
You will see several tabs starting with
General Settings then
Mapping Focus then
Mapping Focus and
Migration are the two tabs you need for now.
Step 4: Click the
Mapping Focus tab.
We suggest that you limit the mapping scope from
World to your focus area, and this will limit the list of location choices to a manageable amount. This may be a region of the world (many countries), a single country, or some specific part of a country (state and/or county level).
Click the dropdown from
Starting Map Level and change it from
State) and click
Select. The view will change to show a list of all countries and all will be checked. It is probably easiest to click
Uncheck All and then select the country or countries of focus. When you have the country(ies) selected, click
Save. If your focus is narrower than an entire country, you will want to drill down deeper and save at that level.
If you want to focus on a few countries/locations, simply select (tick the box next to the name) one or more countries/locations you want your instance to focus on. Once you have made your selections, click
Save at the top or bottom of the
Select Country or Countries of Focus tile. The page will reload and the list will be updated in the
Current Selection tile on the top right side of the page.
Step 5: Now click on the
Here you should see a
Migration Status tile which will have various pieces of data about your mapping system.
In the tile below, you will see a list of your existing locations and each will have
World selected and a dropdown field next to it. Under the column
Select a Location click the dropdown and select the country that your location represents or the country the location would be found within.
After you click the country, a new dropdown field will appear to the right. If the existing location is a state/province within the country, click the dropdown box again and select the appropriate state/province.
If the location is a county/municipality within the state/province, click the dropdown box again and select the appropriate county/municipality.
Once you have selected a new location that matches the existing location, look under the column
Select option, and choose
If your location is more granular than the county/municipality level listed within GeoNames, click the other conversion option of
Create as sub-location to make your location a sub-location to the appropriate county. (e.g. Neighborhood)
If you have many locations, you can convert and save in batches, but you must click
Save. Before clicking
Save, be sure your conversions are correct, because you CANNOT undo the conversion.
Only locations that are selected on contact and group records will be listed, so do not worry if several locations within your focus area do not appear in the list needing to be migrated. You will only need to convert each of your locations once.