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Documentation Index

Fetch the complete documentation index at: https://docs.blnkfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

Migration helps teams looking to migrate from their self-hosted instance to Blnk Cloud (or vice versa). This gives teams access to automated backups, IP whitelisting, improved Core performance, etc that only Cloud offers. With Blnk Cloud, you can do two kinds of migration:
  • Import into deployment: bring data from an external PostgreSQL database into Blnk Cloud
  • Export from deployment: send data from Blnk Cloud to an external PostgreSQL database

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Prerequisites

You need to ensure the following are online before to run a successful migration to Blnk Cloud:
  • An active running deployment on Blnk Cloud. If you don’t have one yet, See Managed instances.
  • Full connection URL of your external/self-hosted Postgres DB e.g. 
    postgresql://user:pass@host:5432/dbname?sslmode=require

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How to run a migration

Migration page showing the Data Migration form and Migration history table
  1. Go to Settings → Migration
  2. Select your deployment
  3. Choose a direction:
    • Import into deployment
    • Export from deployment
  4. Paste your PostgreSQL URL
  5. Click Start migration and confirm
  6. Avoid making changes to your data during migration (to prevent conflicts)
After you confirm, Blnk runs the migration asynchronously and updates Migration history as it progresses (for example, pending → running → succeeded/failed).

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After the migration

On your Cloud workspace:
  1. Confirm that ledgers, balances, transactions, and identities look correct in the dashboard or your usual tools.
  2. Compare record counts or spot-check key data against the source database.
  3. Test your workflows on the new deployment to confirm that everything works great, before switching to production.

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.