Settings Migration

Migration types

Type
Source
Target
Supports Action

Org to Org

Salesforce org

Salesforce org

Insert, Update, Upsert, Delete

Org to CSV

Salesforce org

CSV file

Export only

CSV to Org

CSV file

Salesforce org

Insert, Update, Upsert, Delete

Run a migration

1

Click Setting Migration → configure name, description, tags, access, migration type, orgs, and action

2

Click Create → Run Task → Start A New Instance

3

Select Custom Setting, required fields (all Mandatory), build query

4

For CSV-to-Org: upload CSV at the file step and map fields

5

Confirm on summary screen → Proceed

CSV downloads (Org-to-CSV) are available for 48 hours after generation. Download promptly.

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