Workflow migration methods

Migrating Nintex involves more than just moving a workflow. This topic describes the different methods you can use to accomplish this task.

  • Use export and import

  • Use third-party products

Use export and import

Import and export moves the workflow design around your environment.

Preferred migration type: Workflow design only.

Nintex provides a powerful import and export capability for workflows directly within the Workflow designer. This export and import functionality allows you to take a workflow from one SharePoint environment and place it inside another SharePoint environment without additional coding or development efforts. If you’re moving a single workflow from site to site, this is simple, quick, and efficient.

This method is preferred for migrations of five or fewer workflows and doesn’t require the workflow history or additional workflow data. For large or bulk workflow migrations, use a third-party product. If you require the workflow design, workflow history, and workflow tasks associated with the workflow, that information does not move with a workflow exported using the export and import method.

The export or import method is sufficient if you’re doing development work and want to ensure that your workflow design and configuration processes work correctly before connecting the workflow to production data.

Import and Export options are available in the Toolbar. For more information, see Toolbar.

Use third-party products

Using a third-party product enables overall management of migrations, which helps convert a Nintex for SharePoint on-premises workflow to an Nintex for Office 365 workflow.

Nintex works with technology partners that build tools to enable people to do more with the Nintex platform. This partnership allows Nintex to focus on the workflow platform and the tech partner to focus on offering premier services that target specific business needs, including migration. One of those business needs is migration, and Nintex has three technology partners that offer products to help you migrate.

Partner Website
AvePoint® https://www.avepoint.com/office-365-and-sharepoint-migration/
Metalogix http://www.metalogix.com/product/content-matrix

Sharegate

https://en.share-gate.com/