# Technology Migration Plan

This document outlines the process and requirements for migrating data and trade server connections to the YourPropFirm SaaS Platform. Please review carefully and provide the requested information to ensure a smooth migration.

## Scope of Migration

The migration will include:

1. **Users**
2. **Accounts** (**Trades** will be retrieved directly from the platform API)
3. **Additional data** (if required)

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The prop firm may advise if there are other datasets to transfer.
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## Data Submission

To prepare for the migration, please provide user and account details following the format in the spreadsheet template below:

[Google Sheets Example](https://docs.google.com/spreadsheets/d/1PaBI6PDaCNm9cLK3y8oRXJhTK-gQZamOxOW83eGG1jE/edit?usp=sharing)

If you require additional fields not listed in the template, let us know so we can adjust accordingly.

## Trade Server Credentials

To connect your platforms, we will need the following server manager credentials. Please provide these details securely.

### TradeLocker

<table><thead><tr><th width="202">Fields</th><th>Value</th></tr></thead><tbody><tr><td>WebTraderUrl</td><td></td></tr><tr><td>Hostname</td><td></td></tr><tr><td>Login</td><td></td></tr><tr><td>Server Name</td><td></td></tr><tr><td>Password</td><td></td></tr><tr><td>Port</td><td></td></tr><tr><td>Type</td><td></td></tr><tr><td>Groups</td><td>Group ID - Currency - Group Name</td></tr></tbody></table>

### cTrader

<table><thead><tr><th width="202">Fields</th><th>Value</th></tr></thead><tbody><tr><td>Broker Name</td><td></td></tr><tr><td>Plant ID</td><td></td></tr><tr><td>Environment Name</td><td></td></tr><tr><td>API Host</td><td></td></tr><tr><td>API Port</td><td></td></tr><tr><td>Server Name</td><td></td></tr><tr><td>Manager API Host</td><td></td></tr><tr><td>Login</td><td></td></tr><tr><td>Master Pass</td><td></td></tr><tr><td>Type</td><td>Demo / Live</td></tr><tr><td>Groups</td><td>Group ID - Currency - Group Name</td></tr></tbody></table>

### MT5

<table><thead><tr><th width="202">Fields</th><th>Value</th></tr></thead><tbody><tr><td>Hostname</td><td></td></tr><tr><td>Login</td><td></td></tr><tr><td>Master Password</td><td></td></tr><tr><td>Server Name</td><td></td></tr><tr><td>Groups</td><td>Currency - Group Name</td></tr></tbody></table>

## Migration Flow

The migration process follows a structured sequence to minimize risk and ensure data accuracy. Each step involves collaboration between the prop firm and YourPropFirm, with checkpoints for validation before moving forward.

1. **Server Setup**
   1. The YourPropFirm tech team will implement the trade servers.
2. **Server Validation (QA Testing)**
   1. The YourPropFirm QA team will confirm connectivity and server group permissions.
   2. The API must allow:
      1. Account access rights modification
      2. Deposits and withdrawals
      3. Closing open positions
      4. Creating new accounts
      5. Push notifications for open positions
3. **Server Details Update**
   1. Once validated, all programs will be updated with the confirmed server details, in coordination with both teams.
4. **Data Preparation**
   1. The prop firm provides user and account data using the [spreadsheet template](#data-submission).
5. **Migration Tool Testing**
   1. The YourPropFirm tech team will begin testing the migration tool after checkout is switched to the new trade servers.
6. **Migration Scheduling**
   1. After successful testing, YourPropFirm will wait for confirmation from the prop firm on the migration execution time.
   2. Requirements before execution:
      1. All open positions must be closed.
      2. No pending payouts.
7. **Execution**
   1. Migration will be carried out as per the confirmed schedule.
8. **Post-Migration Monitoring**
   1. The YourPropFirm team will monitor the system closely to ensure stability and accuracy.

{% hint style="warning" %}
**Important Notes**

* Migrations will be performed **over a weekend** to minimize disruption.
* The timeline depends on:
  * How quickly the prop firm provides the required data.
  * How efficiently YourPropFirm can align the prop firm's technical data with the system.
* Accurate **trade server permissions** are critical. Incorrect or incomplete permissions may delay the process.
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