03 - Working with Client-Provided CSV Data

03 - Working with Client-Provided CSV Data

Sometimes firms will have a special CSVs that they may provide that will be used to tweak or adjust data in the backup.

When you receive this data you should do the following:
  1. DO NOT import these CSVs directly into a Universal Migrator database.
  2. INSTEAD, create a new database named CLIENT_DATA and import the data into that database.
  3. When you need to reference this data in your playbook, use cross-database queries like:
    SELECT * FROM CLIENT_DATA.dbo.MatterCsv
The reason you use a separate database is because it keeps your Universal Databases clean and allows you to easily iterate when you take multiple backups of the client's data.

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