Topics on this page

Cross-site migration guide

This guide walks you through manually migrating configurations from one BriteCore site to another.

Note: There is no REST API interaction, making this process completely manual.

Settings

Lines

Quotes

Policies

Rules

Docs

Contacts

  • Migration of contacts is manual, via the user interface in the Provider Administrator portal. For more information on migrating contacts, please read the Contacts documentation.

System Tags

Events

Policy numbering

  • If the v1 policy numbering engine is used, then this is completed when configuring Advanced Settings (see section 1 – Settings above). 
  • If the v2 engine is used, then additional configuration of the numbering sequence(s) and scheme(s) is required. 

Note: Only BriteCore staff can complete this since there isn’t a UI.