Quickstart Portal 2 Upgrade
Moving on up… to the Platform
Overview
This guide is designed to help you quickly transition from Portal 2 to the new and improved Platform. Using our V2 Shim package for assistance with the transition, you can get started on the new Platform within a few hours. To help you compare and contrast between your Portal 2 implementation and the Platform implementation, we created this Github Repository as a way to help you see the upgrade process from beginning to the end.
Before You Begin
With the new Platform, comes a brand new place to sign up for it. Before getting started on your upgrade, you’ll need to sign up for a new account.
Install the V2 Shims package
Before you can start using all the wonderful tools in this guide to implement Flatfile, you’ll need to install a couple of packages, the V2 Shims and Flatfile API packages.
If you are using our @flatfile/react
package, be sure to install version
7.9.1 or higher to get the latest Platform React component.
Convert Your Config
The Portal 2 configuration is what contains your settings and fields in your Portal implementation.
You’ll be able to use this configuration object with the V2 Shims package to configure your new implementation. Keep in mind that the below snippets use a couple of new concepts like a Job and Listener. While you don’t need to learn about these to get started, they are useful for adding new functionality onto your importer at some point in the future.
Converting your Record Hooks
If you’re transitioning from a V2 Record Hook to a Platform Record Hook in your code, you can make the conversion by simply extracting and wrapping your existing Record Hook code in the V2 Shim convertHook
method.
If you’re using V2 Record Hooks mode
to split hooks on “init” or on
“change”, Platform does not have this mode functionality. It does, however,
have better overall hooks performance and a new Bulk Record
Hook method that make
mode
unnecessary.
If you’re using React and want more ideas on how you can implement your listener code or add plugins, check out our full React documentation here.