Migrate Business Objects Between Different Business Units

Sometimes, you may want to migrate some business objects between business units (BUs). But not all objects can be migrated.

You can migrate only the following business objects from one BU to another:

  • Category

  • Channel

  • Milestone Configuration

  • Service Request

Note: You can migrate only one business object at a time.

To migrate the listed business objects from one BU to another:

  1. In the Navigator, click Scheduled Processes.

  2. On the Overview page, click Schedule New Process.

  3. In the Schedule New Process dialog box, select Job as the Type option.

  4. Click the Name drop-down list and click Search at the end of the displayed list.

  5. In the Search and Select: Name dialog box, type Migrate and click Search.

  6. From the displayed list of jobs, select Migrate Service Business Unit Data and click OK.

    The Schedule New Process dialog box displays the name of the selected job.

  7. Click OK.

  8. In the Business Object field in the Process Details dialog box, select the business object that you want to migrate.

  9. From the From Business Unit drop-down list, select the BU from which you want to migrate the business object.

    Note: If some existing records aren't associated with any BU, you can leave the From Business Unit field blank.
  10. From the To Business Unit drop-down list, select the BU to which you're migrating the business object.

  11. Click Submit.