PBX Migration Checklist

This article outlines all the essential steps for migrating from 3CX to Yeastar Phone System.


^{Phase 1} Prepare for PBX migration
	Prepare 3CX Data for Migration
	Log in to 3CX Management Console
	Backup 3CX Data
^{Phase 2} Set up Yeastar Phone System
	Set up Yeastar P-Series Software Edition
	Set up Yeastar P-Series Cloud Edition
^{Phase 3} Migrate user and configuration data
	Import users and contacts Import 3CX Users to Yeastar PBX Import 3CX Contacts to Yeastar PBX
	Replicate basic system configurations Replicate Settings of Business Hours & Holidays Upload Voice Prompt Files
	Replicate system configurations: Call Features Replicate Settings of Ring Groups Replicate Settings of Digital Receptionist (IVR) Replicate Settings of Call Queues Replicate Settings of Voicemail
	Replicate system configurations: System Security Replicate Settings of Allowed Country Code Replicate Settings of Blacklisted Numbers Replicate Settings of IP Blacklist / Whitelist
	Set up Linkus Clients for Users
^{Phase 4} Migrate SIP trunks
	Migrate SIP Trunks
	Replicate system configurations: Call control Replicate Settings of Inbound Route Replicate Settings of Outbound Route Replicate Settings of Emergency Number
^{Phase 5} Migrate IP phones
	Migrate IP Phones to Yeastar P-Series Software Edition
	Migrate IP Phones to Yeastar P-Series Cloud Edition
^{Phase 6} Launch & More
	Introduce Yeastar Phone System to Your Clients
	Manage and Maintain Your PBXs on YCM
	Purchase Services for PBXs on Yeastar Partner Portal
	High Availability Solution：Hot Standby & Disaster Recovery