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Basic Guide to Content Migration

Find out how to migrate content from your existing site to PlusCMS

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Written by CiviPlus Helpdesk
Updated over 3 weeks ago

As part of your new website setup, we’ll may be migrating content (such as events, news, or resources) from your current system into the new structure. To do this efficiently and accurately, we use a two-step migration process:


🔹 Step 1: Field Mapping

You will be asked to review and complete the field mapping template, which outlines:

  • The fields used in your new website (e.g. Title, Start Date, Booking Link)

  • The purpose and formatting of each field

  • Whether a field is mandatory or conditional

  • Any specific term values or formats required

We will ask that you update the template with fields from your existing site against the new site fields.

This mapping ensures that content is migrated into the correct locations and works properly with the design, filtering, and functionality of your new website.


🔹 Step 2: Populate the Migration CSV with Real Content

Now that the field structure is agreed, we’ll ask you to provide the actual content in the form of a spreadsheet (CSV format), using the mapped field names as the column headers.

Here’s how it works:

  • Each column represents one of the fields from the mapping (e.g. Title, Start Date, Location, Booking Platform).

  • Each row represents one individual piece of content — for example, an event.

  • You enter the correct value for each field, following the rules and formats outlined in the field mapping document.

Example:

Title

Start Date

Booking Platform

Booking Link

Publish date

Green Cities Workshop

10/10/2024

Other

21/08/2024

This data will then be imported directly into the new site and used to populate your event pages, news listings, and other content types — so it’s important that it’s complete, accurate, and consistent.


💡 Why This Matters

The content you enter here directly affects how your website looks and functions:

  • Missing or inconsistent data can lead to broken links, blank fields, or content that doesn’t show up in filters or cards.

  • Structured, well-formatted data ensures your site is user-friendly, visually polished, and easy to maintain going forward.

We’ll validate your file before migration to flag any missing data or formatting issues.

To see how the fields being mapped display on the content types please visit Website content types and review the content type(s) you are migrating.


❗ Important information

Golden record

When preparing your migration data, we recommend creating at least one “golden record” — a single content row in your CSV where every possible field is completed (including optional ones). This acts as a complete reference example for our team and provides a solid basis for testing the migration process, ensuring that all fields map and display correctly in the new site.

Required fields

Please ensure all required fields are completed for every record, as missing values in mandatory fields will cause import errors or lead to incomplete content.

Publish date

In particular, always provide a valid Published Date for each item. If this is left blank, the system will assign the import date by default, which may result in incorrect sorting or filtering in your live site.

Inline formatting

On your current site, you may have added inline styles directly into text areas (e.g. custom colours, font sizes, or alignment). If there are any specific styles you would like to preserve in the new site, please let us know. This will allow us to review them and ensure any necessary classes or formatting are included in the new design system.

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