Where once you relied on TinderBox Proposals, now you’re getting the job done in Octiv Documents. You’ll always be able to utilize those Proposal files, but we won’t be adding enhancements to Proposals, so we do recommend migrating your hard work into Document files. You have to make the shift only once, and doing so ensures that you keep up with all of the features and functionalities that come down the pike later on. The following steps show you how to make the change.

This process is not at all tricky, but it does take several steps. We recommend that you start by exporting and importing a very small batch of records, ideally a batch of older documents–just to make sure you understand everything required before you make any big moves. Choose an opportunity with more than one Proposal but no Documents, and use that opportunity as your filter criteria for Step 4 in the first section.

Pre-Migration Preparation

There are a couple of items to check before migrating your proposals:

  1. If you have created custom fields on the TinderBox Proposal object, make sure you create those same fields on the Octiv Document object.
  2. Check that your users have permissions to Read and Write to the Octiv Document object and also that they have, at the very least, Read permissions on all the fields on the Octiv Document object.

Export TB Proposal data

You can use whatever data loader tool you like, but we recommend Dataloader.io. The instructions below apply specifically to dataloader.io, but also work with Salesforce Data Loader with some slight tweaks due to the different interfaces.

  1. Click New Task, then select Export
  2. Search for and select TinderBox Proposal
  3. Click Next
  4. Add filter criteria (if you have a large volume of TinderBox Proposals, filter criteria enable you to export a batch of records, import those records, then perform another export with different filter criteria, and so on) Suggestions for filter criteria:
    • Document Status
    • Created Date
    • Related Opportunity Stage
  5. In the left-hand field selector panel, choose all TinderBox Proposal fields
  6. Click Next
  7. Click Save & Run
  8. After the job is finished, save/download the export file

Prepare Export File for Creating TB Documents

  1. Open the export file you created in the “Export TB Proposal data” section
  2. Add a column to the right of Created By ID
  3. Copy the values in column Created By ID
  4. Paste those values in the new, empty column
  5. Rename this column Owner ID
  6. Save this file as a CSV

Import TB Documents via Dataloader.io

  1. Click New Task, then select Import
  2. Ensure that the Insert Operation is selected
  3. Search for and select TinderBox Document
  4. Click Next
  5. Drag and drop the CSV file from the “Prepare export file for creating TB documents” section, or simply click Upload CSV and select the file from your computer
  6. Find Proposal Name under Source Header, and click Select under Salesforce Field
  7. Select Document Name (if you have created custom fields on either the TinderBox Proposal or TinderBox Document object, Dataloader.io automatically maps all other columns from the CSV to fields on the TinderBox Document object)
  8. Click Next
  9. Click Save & Run
  10. Verify that Documents were properly created by refreshing the report from the “Export TB Proposal data” section

(Optional) Delete Octiv Proposals via Dataloader.io

Migrating TinderBox Proposals to Octiv Documents does not delete the old Proposal records. If you wish to delete these old records, follow these steps:

  1. Click New Task, then select Delete
  2. Search for and select TinderBox Document
  3. Click Next
  4. Drag and drop the export file you built in the “Prepare export file for creating TB documents” section, or simply click Upload CSV, and select the file from your computer
  5. Click Next (the screen asks which column contains the IDs of the records to be deleted)
  6. Select the row with Source Header Record ID
  7. Click Next
  8. Click Save and Run

Repeat this process until you’ve migrated all of your Proposals into Documents.


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