Skip to main content
Version: v2 ⚡

Automated Migration

You can use our export and deploy functionality to self-migrate your existing OpenFn project configuration from v1 to v2, or between two different v2 instances. This guide walks you through the steps.

v1-to-v2: Automating migration of your OpenFn v1 Project to v2​

You can export your existing project configuration containing the jobs and triggers from v1, then use the OpenFn CLI tool to deploy it to your v2 project space. To start, make sure you have the latest version of the CLI installed (see CLI docs). To learn more about the project configuration as code, head over to our Portability page.

In order to be able to deploy the project, you need to have at least admin access to the v2 project you're deploying to. In addition, if you're migrating to a project on the OpenFn-hosted platform (on app.openfn.org) make sure you have the right pricing plan to accommodate the number of workflows, runs, and features you desire for your v2 project.

Exporting Your v1 Project​

  1. Navigate to Project Settings on your https://v1.openfn.org/ project.
  2. Click Export Config under the Project Configuration section and choose Export for v2 (migrate). You'll receive a download link by email, and you can also access the link from the Downloads menu.
  3. Download the exported project.yaml file and save it in a folder on your computer.

Setup and Deployment to v2​

  1. In a code editor on your computer, create a new config.json file with the following content:
  • apiKey: Specify your API Key/ Personal Access Token from your v2 user account. See this page for how to to create one.
  • specPath: Specify the path to the project.yaml file exported from your v1 project (wherever you saved it on your computer - e.g., /usr/rita/Downloads/my_downloaded_project.yaml file).
  • statePath: Do not edit.
  • endpoint: Set as the web URL where your v2 instance is hosted. If you're using the OpenFn-hosted platform, keep it as "https://app.openfn.org".

See below example config.json file to use as a template.

{
  "apiKey": {"your-v2-api key"},
  "specPath": "4474_2024045092123Z_v2_project.yaml",
  "statePath": ".state.json",
  "endpoint": "https://app.openfn.org"
}
  1. Next open up the OpenFn CLI. First, you need to pull the config of your v2 project. Start by copying the project ID from the URL of your v2 project like so:

Project ID

  1. Then run the openfn pull CLI command below with the project ID and the path to your config.json file created above.
openfn pull {your-project-id} -c config.json

This will output a new project.yaml file and a .state.json (which is your v2 project configuration, including any Workflows already configured on v2).

  1. Open up your exported v1 project.yaml file, copy everything from under workflows:

Select Workflows

  1. Paste the copied config in the bottom of workflows section of your the newly created v2 project.yaml. (You are manually copying over the v1 config over to your v2 project's Workflows.)

Existing Workflows

Workflows Added

  1. Finally, once you're happy with your new v2 project.yaml file, it's time to deploy the new config to your v2. Run the following command in the CLI to deploy.
openfn deploy -c config.json

When prompted, confirm you want to deploy by typing y ("yes").

  1. If successfully, verify the new Project config on your v2 app.
Questions?

Ask on Community if you run into issues or questions. For an overview of all the recommended v1-to-v2 migration steps, check out the Migration Steps docs.

v2-to-v2: Automating project migration from one OpenFn v2 instance to another​

If you want to migrate a project from one instance of OpenFn v2 (e.g., the cloud-hosted app.openfn.org) to another (e.g., your local deployment of the v2), you can also leverage the OpenFn CLI. To start, make sure you have the latest version of the CLI installed (see CLI docs).

  1. Export the project you want to migrate from your v2 instance. Go to Settings, and under Setup click Export project. Your project.yaml file will be automatically downloaded.
  2. Follow the steps for Setup and Deployment to v2 in the section above.
More on local deployment

To learn more about OpenFn deployment, be sure to check out our planning guide and technical guidelines.