Completed Lifecycle Insights assessments can be migrated to ScalePad CS.

This article walks through the migration process and shows where migrated assessments appear in ScalePad.

Navigate to the migration tool

1. Log into Lifecycle Insights with an admin account. (The same account must also have admin permissions in ScalePad CS)
    
2. Click Account Settings in the left navigation panel of Lifecycle Insights.
   
    
3. Select the Data Migration tile.
   

Migrating assessment Events

At this point, it is important to note that assessment events are only available for this process if the company is mapped to a client in ScalePad CS and its corresponding assessment template has already been migrated.

See the following articles for instructions on migrating assessment templates and mapping companies to clients:

• Migrating assessment templates from Lifecycle Insights to ScalePad CS
• Mapping Lifecycle Insights companies to ScalePad clients

Once you have confirmed that the required templates are migrated, and the companies mapped to clients, proceed with the following steps:

1. Click + NEW MIGRATION in the upper right of the screen.
   
    The data migration modal appears.
    
2. Choose the Assessment events data type from the drop-down.
    
3. A list of assessment events is shown, along with their migration status:
   • Ready - An assessment ready to be migrated into ScalePad CS.
   • Completed - An assessment event that has already been migrated to ScalePad CS. (Note that if a previously migrated assessment is deleted from ScalePad CS, this field will still show completed in Lifecycle Insights)

   • Failed - A previously attempted migration that has failed.

     Click the checkbox beside each assessment event to select them for migration.
      

4. Click START MIGRATION.
    
5. Enter an email address to be notified when the migration is completed. Click START MIGRATION in the modal.

The assessment event migration begins immediately and runs in the background. You'll receive an email when it's completed.

Reviewing Migrated assessment events in ScalePad CS

After your assessment events have been migrated to ScalePad, no action needs to be taken, but it's still advisable to check and confirm that they appear as expected in ScalePad.

To view your migrated assessment events:

1. Log into ScalePad and navigate to the Clients List.
    
2. From the clients list, find the client for whom you have migrated an assessment event and click their name to view their Client Profile.
    
3. Click Assessments from the left navigation panel.

Your assessments for this client are listed on the assessments page (Both migrated and ones created within ScalePad CS).