# Migration Management

The **Migration Management** screen allows staff to import data in bulk into **Unite EMR** using module-specific templates. It helps teams migrate patient and related records for a selected business unit and clinic, then review the import activity from the same screen.

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## Overview

The top section of the screen allows users to select the required details before starting the migration process. Users can choose the **Business Unit, Clinic Name**, and the required module from the **Select Module** dropdown. Available modules include **Patient, Future Appointment, Advance,** and **Overdue**.

<figure><img src="/files/NUzroxSbY7ZEEpuMELP9" alt=""><figcaption></figcaption></figure>

The **MIGRATE PATIENT DATA** button is used to process the uploaded data, while the **AUDIT LOG** button allows users to view previous migration activities. The top-right corner of the grid contains the **DOWNLOAD SAMPLE TEMPLATE** and **IMPORT** options. A filter is available for each column to help users quickly find and view specific records.

{% hint style="info" %}
Use the sample template for the selected module only. The import structure can vary by module.
{% endhint %}

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## Steps to Migrate Data

* Open the **Migration Management** screen by navigating to **Home > My Tasks > Migration Management**.
* Select the required **Business Unit, Clinic Name** and choose the required option from the **Select Module** dropdown.

  <figure><img src="/files/wX8WiY0Pz5gNNOv4wmAk" alt=""><figcaption></figcaption></figure>
* Click **DOWNLOAD SAMPLE TEMPLATE** to download the module-specific template.

  <figure><img src="/files/RahsCY0u2mk5rSH6T2yu" alt=""><figcaption></figcaption></figure>
* Fill in the template with the required data.
* Click **IMPORT** to upload the file and map the fields as required.

  <figure><img src="/files/4OSxt31gfMCblyzFYZXS" alt=""><figcaption></figcaption></figure>
* The data highlighted in orange requires correction to comply with the **Unite EMR** format. Resolve these issues before performing the migration.

  <figure><img src="/files/wm5YK152y9lOPOoLK0Lq" alt=""><figcaption></figcaption></figure>

  ***Note:** Alternatively, use the **DOWNLOAD ERROR FILE** option to download the error records. Correct the errors in the downloaded file and re-upload it.*
* After correcting the data, click **MIGRATE PATIENT DATA** to start the migration.

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