--- title: "Migrate Lasernet CE Connector Configurations between Environments" slug: "migrate-ce-connector-configurations-between-environments" description: "Lasernet CE connector configurations will likely need to be migrated between environments. A number of different options are available." tags: ["Lasernet CE Connector", "Nuget", "XrmToolBox", "Data transporter tool", "Import", "Configuration", "Export", "Migration"] updated: 2026-02-26T13:23:32Z published: 2026-02-26T13:23:32Z canonical: "kb.lasernetgroup.com/migrate-ce-connector-configurations-between-environments" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Migrate Lasernet CE Connector Configurations between Environments ## Introduction When working with Lasernet CE connector, configurations will likely need to be migrated between environments for testing. A number of different options are available: - **Configuration Migration Tool**: This is the standard tool for migrating data between Customer Engagement apps. It is supported by Microsoft and is the Lasernet Group recommended solution. We provide a schema for migrating all Lasernet CE Connector configurations. To migrate individual entities, the user must create a custom schema. - **XrmToolBox Data Transporter Tool**: This is a custom third-party tool. Several users find it simpler than the Configuration Migration Tool. The Lasernet Group does not provide templates. However, the tool can be easily used to migrate individual entities or configured to migrate all entities in order. - **Excel Templates**: These can be hard to set up, but can still be used to export and import data from CE apps or to make changes to the data in Excel. ## Configuration Migration Tool For more information on Microsoft’s standard tool for migrating data between Customer Engagement applications, visit [this link](https://learn.microsoft.com/en-us/power-platform/admin/manage-configuration-data). This utility does not require additional licenses and can be run from the desktop client, command line, or as part of a build. It is recommended that the destination environment be backed up first and the configuration wiped before every import, as the utility only inserts new entities and updates fields for existing entities if the record is included and the field contains a value in the backup. The tool does not remove excess entities, relationships between entities, or field values if no value is supplied. If you are manually deleting all Lasernet records from the UI, we recommend deleting relationships between every Group and Flyout/OData Dialog/HTTP method/OData Direct Submit before proceeding to the other entities. This article includes a schema for migrating Lasernet CE Connector 1.1 configurations. [](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/Lasernet_1_1_0_0_CMT_Schema.xml)Lasernet_1_1_0_0_CMT_Schema16.14 KB[](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/Lasernet_1_1_0_0_CMT_Schema.xml) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (18)(7).png) The schema uses the records' **ID** to find existing records, except for HTTP Method, OData Dialog, and OData Direct Submit, which all use the records’ **Name**. The Button entity uses the **Control ID**. Therefore, existing records with the same **Name** or **Control ID** will be overwritten in the destination environment. Only links between Group and Flyout/OData Dialog/HTTP method/OData Direct Submit containing a value for the group and the action will be imported. Links serve no purpose without both values and will only hinder performance. ### Installation 1. Ensure that .NET is installed (version 6.0 is currently recommended): [https://dotnet.microsoft.com/download](https://dotnet.microsoft.com/download). ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (19)(7).png) 1. Download and install the Power Platform Command-Line Interface (CLI) from the command line: `dotnet tool install --global Microsoft.PowerApps.CLI.Tool`. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (20)(6).png) 1. If the following error occurs, the standard NuGet source may be missing: > [!CAUTION] > Error > > error NU1101: Unable to find package microsoft.powerapps.cli.tool. No packages exist with this id in source(s): Microsoft Visual Studio Offline Packages 1. Run the following command to display NuGet sources: `dotnet nuget list source`. You should be able to find [**nuget.org**](http://nuget.org) **[Enabled]** within the list: [**https://api.nuget.org/v3/index.json**](https://api.nuget.org/v3/index.json). ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (21)(7).png) 1. If the source is missing, the following command will add it: `dotnet nuget add source https://api.nuget.org/v3/index.json -n nuget.org`. 2. If the source is disabled, the following command will enable it: `dotnet nuget enable source nuget.org`. It is recommended that the CLI be updated regularly using the following command: `dotnet tool update --global Microsoft.PowerApps.CLI.Tool`**.** 1. Install and start the Configuration Migration Tool (CMT) using the following command: `pac tool cmt`. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (22)(7).png) ### Export Data 1. Navigate to the **Start** menu and search for **Configuration Migration Tool**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (23)(6).png) 1. Click **Export data** and then **Continue** to export data from the source environment. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (24)(5).png) 1. A wizard will be displayed. Click the **Office 365** radio button. 2. Select the **Display list of available organizations** checkbox. 3. If the same account is used for both exporting and importing, we recommend selecting the **Show Advanced** checkbox and then entering your credentials when prompted. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (25)(5).png) 1. Click **Login** and follow the steps. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (26)(6).png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (27)(6).png) 1. Select the source environment from which data needs to be extracted and click **Login**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-WOBSL351.png) 1. In the **Schema file** field, select the schema supplied by the Lasernet Group. This will migrate all the Lasernet CE Connector configurations using the logic explained above. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (29)(4).png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (30)(3).png) 1. In the **Save to data file** field, specify a path and filename for the export. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (31)(3).png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (32)(4).png) 1. Click **Save** and then **Export Data.** ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (33)(4).png) The system will show you the entities that are being exported: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (34)(3).png) 1. Validate that the exported records match your expectations. 2. Click **Exit**. ### Import Data 1. Navigate to the **Start** menu and search for **Configuration Migration Tool**. 2. Click **Import** **data** and then **Continue** to import data from the source environment. The login for importing uses the same setup as for exporting. 1. Click **Login** and select the destination environment. 2. In the **Zip File** field, select the previously exported file. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (35)(4).png) 1. Click **Open** and then **Import Data**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (36)(4).png) The configuration has been successfully imported. ## XrmToolBox Data Transporter Tool This is a third-party tool used by many CE developers. The Lasernet Group always recommends using the default Microsoft solution. However, if you are familiar with the XrmToolBox, it can be a quick and easy solution. ### Download XrmToolBox Download the latest version of the XrmToolBox from [this link](https://www.xrmtoolbox.com/) and follow the installation steps. ### Create a Connection 1. To connect the XrmToolBox to your environment, click **Connect**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (37)(4).png) 1. Click **New**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-0DFZ7U77.png) 1. Click **Connection Wizard**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4FDTEOG8.png) 1. Add the URL of your environment. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (38)(4).png) 1. Clear the **AD and IFD instances only** checkbox and then click **Next**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-F6RDSVRI.png) 1. Provide the credentials and click **Next**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (39)(2).png) The wizard will try to connect. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (40)(1).png) 1. Once the connection is established, the system will prompt you to provide a name for the connection. Once you are done, click **Finish**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-BZSKWG12.png) The connection is now created: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (41)(1).png) 1. Repeat the process for your source and destination environments. ### Use the Data Transporter Tool 1. In the **Tools** tab, search for the **Data Transporter**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1GUNSC5Z.png) 1. Open the tool. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (42)(1).png) 1. Click **Connect** to select the data source from which you wish to extract data. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (43)(1).png) 1. Click **OK** and then select the **Tools** for which you want to update the connection. In this instance, the **Data Transporter**. 2. Click **Checked tabs**. Your connection will be updated. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TEW5NB2E.png) 1. To connect to the target, click **Select target** and select the target environment in the same way you did for the source. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-M3DZ2I94.png) ### Select the Entities 1. In the **Filter** field, search for **Lasernet**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-LU2AGW9B.png) 1. To migrate an individual entity, select it from the **Available Entities** list. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-7UU07R6R.png) 1. Click **Transfer Data**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (44)(1).png) This will copy the data from that source entity to the destination. The tool provides options to control the create/update/delete settings. 1. If, for example, you’d like to copy multiple entities and the whole configuration from one environment to another, select the entities you wish to migrate and click the **Download** symbol. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (45).png) 1. Save them in your desired location. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (46)(1).png) 1. Once you have saved all the configurations, navigate back to the **Data Transporter Tool** and click **Playlist**. 2. Click **Add Configuration** and then select all the entities you wish to migrate. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (47)(1).png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (48)(1).png) 1. Click **Open**. The entities will be displayed in the playlist. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-NR2GCHLA.png) 1. Use the arrows to modify the sequence. When you are happy with it, click **Transfer Data**. The tool will migrate the data for you: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (49)(1).png) 10. Click **Close** and then **Open environment**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (50)(1).png) 1. Ensure that the data is in the new environment as expected. ## Excel Templates Users also have the option to create Excel templates for importing and exporting data from CE environments. Follow [this link](https://learn.microsoft.com/en-us/dynamics365/sales/import-data?tabs=SESP) to consult Microsoft documentation. This tool can be useful for migrating data for a single entity or for making changes to the data before it is loaded into the target system.