---
sourceDocument: Yokohama Impact
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/impact

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Impact

ft:clusterId :

    - ipact

bundleId :

    - ipact


---

# Use Guided Setup to synchronize and migrate data to the Impact Store Application

# Use Guided Setup to synchronize and migrate data to the Impact Store Application {#ariaid-title1}

* Release version: Yokohama
* 
* Updated March 5, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use Impact Guided Setup to complete the configuration of the Impact Store Application.

## Before you begin

Guided setup provides a sequence of tasks that help you configure the Impact Store Application on your ServiceNow instance.

For more information, see [Guided Setup](https://www.servicenow.com/docs/access?context=guided-setup&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).

There are three main steps in the Impact Guided Setup:

1. Establish and verify your connection between the Impact Store Application and the Impact Delivery Instance IDI for data synchronization and migration. See [Connect to the provider instance](https://servicenow-prod.fluidtopics.net/pFdfEq0_mNAA33t4jMfYxw "The named contact administrator will establish a secure connection to the Impact Delivery Instance (provider instance) using Now Service Exchange to transmit data with the Impact Store Application.") for details.
2. Select the data to synchronize and migrate to the Impact Store Application.
3. Onboard new and existing users to the Impact Store Application.

{#guided-setup-impact-in-app__ol_cmr_55t_rcc}

You may return to the various steps in the configuration, if you don't complete the entire setup at once.  
Note:  
Impact user roles do not have the necessary permissions to configure the Impact Store Application.

Role required: Any Impact role

## Procedure

1. Navigate to AllImpactGuided Setup.  
   The Impact Guided Setup overview page displays with additional information about the setup process.
2. Select Continue to move to the next step.  
   The pre-checklist displays to summarize the connection steps.
3. Select Get started.
4. Complete the steps to initiate the connection to the provider instance.  
   See [Initiate the connection to the Impact Delivery Instance](https://servicenow-prod.fluidtopics.net/SAVBa0ZYhmteiDEFOAHD7g "Connect between your Impact Store Application with the Impact Delivery Instance to exchange data.") for details.
5. Verify the tasks are completed:
   1. Initiate connection to the Impact Delivery Instance (provider).
   2. Establish your provider connection in the Impact Store Application
   3. Service Bridge registration
   4. Verify the connection  
      Note:  
      See [Connect to the provider instance](https://servicenow-prod.fluidtopics.net/pFdfEq0_mNAA33t4jMfYxw "The named contact administrator will establish a secure connection to the Impact Delivery Instance (provider instance) using Now Service Exchange to transmit data with the Impact Store Application.") for additional information.
   {#guided-setup-impact-in-app__substeps_dvq_kp5_rcc}
6. Select Get Started.  
   The setup steps are displayed in category sections. You can expand a category to view details and related tasks. After the tasks for each section are completed, proceed to the next section.
7. In Initiate Sync and Migration, complete the Data Migration task.  
   {#guided-setup-impact-in-app__table_w3b_hrs_42c__entry__2}

   | Task | Description |
   |-|-|
   | Initiate migration | Migrates data from IDI to the Impact Store Application. |
   | Test sync in sub-production instance | Migrates data from IDI to the Impact Store Application non-production instance. |
   [Table 1. Initiate migration]

   {#guided-setup-impact-in-app__table_w3b_hrs_42c}
8. In User Management, complete the tasks:
   1. Assign roles to users
   2. Assign users to group
   3. Know your Squad

   {#guided-setup-impact-in-app__substeps_a2m_vp5_rcc}  
   Note:  
   For information on Impact roles, see [Exploring Impact Store Application](https://servicenow-prod.fluidtopics.net/ESVT8PKCRl~ezrcAQcVECw "ServiceNow Impact Store Application personalizes your digital transformation journey and accelerates your time-to-value integrated within your ServiceNow AI Platform instance and your Impact Delivery Instance.").

## What to do next

[Using Impact Store Application](https://servicenow-prod.fluidtopics.net/wv7HxHiJtX17YqTCC9iTWg "The Impact Store Application is available directly through your ServiceNow instance and is accessed in addition to the Impact Delivery Instance portal.")

*[\>]: and then