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Is it possible to mass migrate insights?


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Hi,

Recently, our portfolio of products has been completely revamped. As I can’t move the current superior top level product container into another superior top level product container, I can’t simply rename our current products and move them where I need them. This means I would have to create a new container and then reassign all relevant insights. I was wondering if there was any way to mass migrate the insights or move a product under another product?

Let me know if i’ve explained this properly…

Thanks, Jamie

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Best answer by scott.baldwin 26 May 2022, 07:12

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Hi @JDrummer,

At the top-level, the Product entity can be renamed and items within a product hierarchy can be moved or even converted into different entities (e.g. a feature to a component, etc.). It may be that you can’t do this if your admin has set product level permissions that stop you from doing this.

Typically if your top level — called Products— changes, you could either rename and reorganize or create new products and migrate items from the old to the new. You’ll want to be careful here as deletions and changes are not reversible.

As far as the insights attached to an entity, you can select them and move them to another entity in bulk. Details here to on how to bulk re-link insights  

I’d likely need some more context to assist you better than this. If you’re uncomfortable tackling these changes yourself, we do have a professional services team that you could explore engaging. 

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@scott.baldwin the bulk re-link solved my issue, thanks a lot!

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Glad to hear that @JDrummer 

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