Legacy Migration Guide

Note: This article is for Legacy Frase users looking to move over to the new Frase application. If you’re brand new to Frase, head back to the Getting Started Crash Course!

What You Need to Know

Read our step-by-step migration guide and FAQs so you know what to expect when migrating your team from Legacy Frase to the new Frase application.

Tutorial FAQs

Tutorial: Migration to New Frase

Overview

This guide walks you through seamlessly migrating your account from Legacy Frase to the new Frase application.

Only certain plan types are eligible for migration - and only organization admins can complete the migration process.

Important: If at any point you need help with your migration, contact us at [email protected].

Step 1: Prepare for Migration

Before migrating, we recommend:

• Reviewing active projects and documents

• Reactivate any needed archived documents (only live docs will be migrated)

• Noting any critical deadlines

• Informing your team about the upcoming change

• Export important documents as a backup

What to expect

• Once the admin authorizes the migration, it should complete within minutes.

• All active documents will be migrated and available under “Content” in new Frase.

• Once the migration is initiated, all non-admins will be unable to access Legacy Frase.

• When the migration is complete, these users will receive an email notification to set up their account and join their admin’s organization.

• Any Content Governance, Folders, and Integrations will need to be set back up.

Step 2: Access the Migration Tool

1. Log in to your new Frase application account here.

2. Navigate to Settings → Account

3. Click Start Migration

Step 3: Send & enter authorization code

1. To kickoff the migration, you’ll have a verification code emailed to you. Copy this code and paste it into the new Frase application.

2. Confirm to proceed

Step 4: Run the Migration

1. Click Confirm Migration

2. Migration begins automatically

3. You’ll see a progress indicator

Important for Teams: At this point, your Legacy Frase account will only be accessible to Admins.

Step 5: Access the new Frase application

Once migration is complete:

1. Log in to the new Frase application using your new credentials

2. Review migrated projects and documents

3. Verify team access and permissions

Step 6: Validate Your Data

After migration, we recommend:

• Opening several key documents

• Checking project organization

• Confirming collaboration features work as expected

If anything looks off, contact [email protected] before making major changes.

Step 7: Transition Your Team

Important: Your teammates will automatically receive an email to create an account in the new Frase application, twhich will be added to your organization. Make sure they complete this within 7 days for a smooth transition.

• Check and update any teammate permissions as needed

• Point them to updated docs or onboarding materials

• Set up any needed Content Governance, Integrations, and Projects/Folders

• Encourage new work to start in the new Frase application

FAQs