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Migration Guide

ActivePlatformMUSTFREE

What it does

Step-by-step guides for migrating between API versions or from competitor platforms to POTAL. Includes field mapping tables, code examples, and common pitfalls for smooth transitions.

How to use it

1

Identify your source

Choose the migration guide matching your current setup: API version upgrade or platform migration.

2

Review field mappings

Check the field-by-field mapping table to understand how your existing data maps to POTAL.

3

Test in sandbox

Use the sandbox environment to test your migrated integration before going live.

4

Validate results

Compare calculation results between old and new systems to verify accuracy.

Related Features

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