Import and migration planning

Plan moving your data from another system into Resgrid.

Why it helps
Avoid duplicate resources and verify resulting configuration in Setup Report.

How to configure it
Have the destination systems and credentials ready, and decide who owns each automation.

Before you begin
Check your department access and intended audience.

Examples for your department
Community paramedicine and mental health response: Import and migration planning: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
Search and rescue: Import and migration planning: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
Security companies and departments: Import and migration planning: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
Wildland contractors: Import and migration planning: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
Industrial emergency response teams: Import and migration planning: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.

Documentation: https://docs.resgrid.com/web-app/help-setup/