8.1.2 Move products from one instance into another

Here are the steps on how to copy your inventory from one to another Salesforce instance. 

Step 1 : Set up AdServer Login (ASL) and Transfer AdServer Data

If you are using an AdServer Connection please create the AdServer Login(s) first.

The following data needs to be imported via "Transfer From AdServer" button of the ASL record (if necessary):

• Targeting IDs
• Creative Template Data
• Inventory Data
• Geo- / Technical- Targeting Data
• Key Value Data
• Video Content
• Content Bundles

Step 2 : Picklist values

Before importing the product data, please double-check the picklist values below as they need to be up-to-date.

Step 3 : Export all Objects containing your Products from ADvendio

Here is the list of the objects relevant to your inventory. Please check which of these objects are used in your org and whether you need to import them.

Step 4: Import all Objects to new Salesforce Org

Please consider that: 

• The import for Master-Detail objects involves additional mapping of the record data. First, Master record data need to be inserted. Lets take an example of Site & Publication Date: First Site data needs to be imported to the Org. Then run a query to get the imported records to fetch the record ID. Populate the Site record ID to the related Publication Date record and import.
• Lookup Fields: Please handle similar to Master-Detail relationships. Create the linked object first. Obtain the IDs and update. 

Below listed objects are to be imported in the above described way for all the Master-Detail related objects. Hence it involves more time for processing the data. Here is the sequence to follow to import the data to your import Org.