Migrating from Chorus
This guide covers how to transfer your data and keep your workflows intact in Outdoo.
Migration guide
**1. Generate a Chorus API Key**\
To obtain the required credentials, you must be a Chorus administrator. In Chorus:
- Go to Settings > API Access.
- Click Create API Key to generate the access key.
- Copy the API key and securely pass it to your Outdoo Account Manager.
**2. Create a Chorus migration user**\
To download the recordings, Chorus requires a username and password instead of the API key. Create a Chorus user and securely share the credentials with your Outdoo Account Manager.
**3. Decide the migration scope**\
Consider which data you would like to migrate. Let us know:
- The period you would like to cover (for example, the last 6 months).
- The minimum duration.
- Whether you prefer to migrate meetings only, or calls and meetings.
**4. Schedule the migration**\
Depending on the volume of data and systems to migrate, provide at least 1 week's notice to Outdoo for planning and preparation.
What gets migrated?
During the migration process, Outdoo will map Chorus users based on their email addresses. The following data will be copied:
- Call metadata (time, duration, customer, attendees)
- Conversation transcript with speaker separation
- Playable conversation, including video (if applicable)
If the user does not exist in Outdoo (or has not accepted an invitation), an account will be created for them with an Analyst role.
Note: call comments from Chorus are not imported. Upon import, Outdoo will not automatically generate call summaries or action items.
Themes, topics, and triggers
- During onboarding, we will work together to configure your Themes, Topics, and Triggers in Outdoo.
- You can export your trackers from Chorus, and we will help convert and import them into Outdoo.
- Once your data is imported, all meetings will be analyzed by Outdoo's platform, and statistics and CI data will be available for coaching.
Potential migration limitations
- Calls that were not recorded in Chorus will not be imported.
- If the host of the call did not join, the call cannot be migrated.