Quick Guide to Migrate Nintex for Office 365 to NWC

You’ve decided to move from Nintex for Office 365 to NWC. Excellent choice! Making the switch is easy, and we’re here to guide you through the process. NWC offers several advantages over Nintex for Office 365, including a more intuitive interface, better performance, and enhanced security.

There are a few preparations to make before the migration. The first thing you’ll need to do is export your content from Nintex for Office 365. Fortunately, this is a relatively simple process. Nintex for Office 365 offers an export tool allowing you to export your content as XML files. Once you’ve exported your content, you’ll be ready to import it into NWC.

The rest of this guide will walk you through the entire migration process. You’ll also learn how to troubleshoot common issues that occur during migration.

Why migrate from Nintex to NWC?

If you’re looking for a more powerful, easy-to-use, and more affordable solution for automating business processes, migrating from Nintex to NWC is a no-brainer. Here are four reasons why:

  • NWC offers richer integration so you can more easily extend information and modes of communication between users.
  • NWC is a cloud-based platform that automatically keeps your content up to date, so you don’t have to worry about manually managing your content. Increased automation can save time on routine tasks and allows you to customize processes more easily to fit your unique business needs.
  • NWC makes it quicker to create enterprise-level workflows that boost your productivity immediately. The user interface is more intuitive, and the learning curve is shorter.
  • Finally, NWC is affordable, with various pricing options to fit your budget. Plus, our team is always available to help you get the most out of your investment.

Related Post: KatPro Partners with Nintex for Leading Process Automation Solutions

How to migrate from Nintex for Office 365 to NWC

    1. Plan your migration

Migrating from Nintex for Office 365 to NWC is a process that needs to be planned out carefully. You’ll want to ensure you have plenty of time to complete the migration and take the necessary steps to ensure a smooth transition.

To ensure a successful migration from Nintex for Office 365 to NWC, it is important to establish a clear business case for the migration. Define what you hope to achieve by moving to NWC, and ensure that all relevant stakeholders understand and support the decision.

Then, assess your current Nintex for Office 365 environment. This includes understanding your content, workflows, and dependencies, as well as identifying any potential risks or roadblocks. Finally, decide on the best way to structure and host your content and workflows and set up any necessary integrations.

    2. Identify the workflows you want to upgrade

The next step in migrating from Nintex for Office 365 to NWC is to identify which workflows you want to upgrade. This step is important because it determines how much work goes into the migration process. If you only have a few workflows to upgrade, the process will be much simpler than if you have many workflows.

To identify your ideal workflows, create a list of all the Nintex for Office 365 workflows that you want to upgrade. You can then export these workflows as XML files. Finally, you’ll have to review the XML files to determine which workflows can be upgraded to NWC.

Once you have identified the workflows you want to upgrade, you need to export them from Nintex for Office 365. To do this, you will use the Nintex Workflow Migration Tool. This tool is available for download from the Nintex website.

    3. Start upgrading with the upgrade tool

Now that you have the upgrade tool, it’s time to start the upgrade process. First, extract the upgrade tool from the ZIP file, locate your Nintex for Office 365 installation folder, and run the upgrade tool.

Once you have completed these steps, the upgrade process will begin. The upgrade tool will copy all of your content from Nintex for Office 365 to NWC and then uninstall Nintex for Office 365. Once the uninstall process is complete, you will be prompted to restart your computer. After restarting, NWC will be installed and ready to use.

Following these best practices for using the upgrade tool should help ensure a smooth migration process:

  • Make sure you have enough available hard drive space on your computer to store all your content.
  • Do not stop the upgrade process once it has started.
  • Make sure Nintex for Office 365 is uninstalled before starting the upgrade process.
  • Restart your computer after the upgrade process is complete.

    4. Remediate and test the workflows

Now that the workflows have been successfully exported to NWC, it’s important to remediate and test them to ensure they will work as expected in the new platform. This can be done by using NWC’s Workflow Remediation Tool. Here are three detailed steps for remediation and testing:

  • Step 1: Select the old Nintex for Office 365 workflow you want to transfer over. The tool will automatically create an equivalent NWC workflow in your tenant.
  • Step 2: After that, use the Workflow Remediation tool to compare and update the migrated workflow for any differences between the old version and a potential new version in NWC. You should also check any customizations you’ve made, as some of these may need to be updated with NWC’s solution.
  • Step 3: Finally, test your migrated workflows with different scenarios and ensure they perform as expected before you officially migrate them over. This includes validating any integrations or API calls, etc., which could have changed due to the transfer over to NWC.
  • Step 5: Go live

The time has come to go live and make the switch. Moving your Nintex for Office 365 workflows to NWC is an exciting time, but you should follow some best practices to ensure a seamless migration.

Start by creating a plan that details which workflows need to be migrated, who will be responsible for managing the migration, and any timelines involved. This plan should also include a contingency in case of any issues or delays in the process. It’s also important that you document your existing workflows to properly map them to NWC when the time comes.

Once the plan is finalized, it’s time to start testing your NWC workflows and verify that they behave as expected. After testing and confirming everything, you can begin migrating your existing Nintex for Office 365 workflows to NWC. Once the migration is complete, double-check that everything works as it should before going live with the new environment.

Troubleshooting common migration issues

  1. Not all content transferring: First, double-check that your Nintex application is correctly set up in NWC. Then, check if the content you’re trying to transfer contains unsupported characters or is bigger than the allowed file sizes (20MB). Some content might also not be able to be transferred due to security issues.
  2. Permissions are not working: When migrating, users must have the appropriate permissions in NWC. If permissions do not work as expected, review the role assignments in NWC and compare them against what was configured in Nintex for Office 365.
  3. Workflows are failing due to errors: One possible cause of this issue is that users don’t have all the tasks assigned in NWC that ran successfully before migration. Another could be a missing configuration step; for example, if running with Content-Type Hubs enabled, you need to enable the feature for each app.
  4. Notifications are not working: Ensure notifications are enabled in CEWP settings and the notifications module is set up correctly in SharePoint admin center settings.

Final thoughts

If you’re looking for a more powerful workflow tool to take your business process to the next level, NWC is the right choice. With our simple migration process at KatPro Technologies, you can make the switch without any hassle and continue to enjoy the benefits of Nintex for Office 365.

Plus, with our powerful features and intuitive interface, you’ll be able to get more done faster than ever before. So don’t wait any longer; migrate to NWC today and see the difference it makes for your business.

Contact us today to learn more about how we can help you streamline your business and improve your bottom line.

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