Migrate DocGen Packages

If you've created DocGen Packages in one Salesforce organization, you can migrate those packages to another organization. You can migrate a DocGen Package from your old sandbox or production environment and retain nearly all DocGen Package settings.

Limitations

  • You can't overwrite a DocGen Package that already exists in the target organization.
  • You can't migrate a DocGen Package to an organization on the same Salesforce instance as the organization that's sending the migrated DocGen Package. If both organizations are on the same Salesforce instance, you must first migrate to an organization on a different instance, then migrate to the target organization.

Note: We recommend that the user performing the migration be a System Admin for both environments. This ensures that all the correct permissions are checked when performing the migration.

Add the Migrate DocGen Package button to the DocGen Package list view

  1. Navigate to Salesforce Setup.

  2. Search for Object Manager in the Quick Find box.

  3. Under Object Manager, select DocGen Package.

  4. On the left pane, under Details, click List View Button Layout.

  5. Click Edit for the list view.

  6. Under Custom Buttons, from Available Buttons, click Migrate DocGen Package and click Add.

  7. Click Save.

Migrate a DocGen Package

  1. Navigate to the App Launcher and select Nintex DocGen.

  2. Select the DocGen Package tab.

  3. Select the DocGen Packages you want to migrate, then click Migrate DocGen Packages.

  4. Type the Username and Password for the organization to which you want to migrate your DocGen Packages.

  5. (Optional) Select Copy DocGen Package Security to transfer your security settings to the new organization.

  6. (Optional) Select Update Snippet Data to update snippet text for snippets with the same name in the target organization.

  7. Select the DocGen Packages to migrate.

  8. Click Next.

  9. On the Migration Options tab, select the location to store the files in the destination organization and click Migrate.

  10. Check the migration status under the Migrate DocGen Packages tab.

Add button to list view

Note: The instructions below apply to the Salesforce Classic experience.

Add a migrate button to the list view on the DocGen Package object:

  1. In Salesforce Classic, click Setup and search for Objects in the Quick Find box.

  2. On the Custom Objects page, click DocGen Package.
    Alternatively, click DocGen Package and then select View Object from the Quick Access Menu.

  3. In Search Layouts, next to DocGen Packages List View, click Edit.

  4. Under Available Buttons, click Migrate DocGen Packages, and then click Add.

  5. With Migrate DocGen Packages on the right-hand side, click Save.

Choose the DocGen Package to migrate

Choose a DocGen Package that you want to migrate to another organization:

  1. From the App Menu, select Nintex DocGen, and click DocGen Packages.

  2. Select a list view in the drop-down list or click Go.

  3. Choose the DocGen Packages you want to migrate, then click Migrate DocGen Packages.

  4. Choose the type of organization you want to migrate to.

  5. Type the Username and Password for the organization to which you want to migrate your DocGen Packages.

  6. (Optional) Select Copy DocGen Package Security to transfer your security settings to the new organization.

  7. (Optional) Select Update Snippet Data to update snippet text for snippets with the same name in the target organization.

  8. Click Next.

  9. On the Migration Options tab, select the location to store the files in the destination organization and click Migrate.

If you are unable to migrate DocGen packages, see Unable to Migrate Document Packages from One Environment to Another.