Data conversion is most often needed when migrating InfoPath forms deployed to Form Libraries, where the data is stored as XML documents. Those XML documents need to be translated into something that can be easily consumed by modern low and no code automation platforms.
NOTE: because data conversion workloads are often long-running tasks it is important that they are run on a device that will not put itself to sleep, as it is unlikely that the process will recover completely without any issues.
Before data can be converted, you must first Write the form. This will link the model to an existing or newly created destination container(s) (e.g., SharePoint lists or Dataverse tables).
Select the form you want to convert from the form workspace table.
Click the Convert button on the toolbar.
The Write Data window will display.
The Source Connection will default to the source where the form was read from, if applicable.
You can select a different Source by:
Changing the selected entry in the Connection dropdown.
And by clicking the … button next to the Data Source and selecting a new one from the picker.
The Destination Connection will default to the destination where form was written to.
You can select a different Destination by:
Changing the selected entry in the Connection dropdown.
And by clicking the … button next to the Data Source and selecting a new one from the picker.
Change Settings
Log Level – defaults to the app setting (change in Edit menu). Note that setting this to Debug can generate very large logs and should only be used when working with Kudzu Support to debug data conversion issues.
Performance Level – defaults to Normal. You can set it to Fast or Ludicrous to increase the number of background workers used, but this can also result in Microsoft throttling API consumption for the application, so only use this when working with production M365 instances.
Write Operation – by default, data writing and archiving operations will Create new items in the destination if they don’t already exist.
You can change this to Append, which will not check if the item already exists. This is useful if you want to consolidate multiple data sources into a single archive.
You can change this setting to Overwrite, which will overwrite existing items and create new ones.
Promote Created and Modified metadata? – check this setting to promote Created, Created By, Modified, and Modified By metadata from the source to the destination (if supported).
Archive Source Form as PDF Attachment? – checking this setting will generate a PDF archive for each form instance being converted.
Select the Views to include in the PDF.
Encrypt PDF? – allows for the setting of an encryption (admin) password to be set. This will result in a PDF that cannot be altered without the supplied password being provided.
Test Flight X Items? – allows you to perform a small test migration before performing a full one.
Click Start Migration.
A Migration in progress… dialog will appear.
The Log button will enable when the migration is complete.
Click the Cancel button to end the migration process. It may take a several seconds for the migration to stop.
