For the past year, Trackunit has been building and launching new features in Trackunit Manager to help you increase efficiency in your day-to-day business.
Trackunit Manager is designed to support the addition of new capabilities and functionalities as you digitize your business. Trackunit Manager still solves the same issues for your business, just with new or enhanced features.
As Classic Manager will be discontinued in 2025, we encourage you to start migrating your Classic Manager features to the latest version of Trackunit Manager. For this purpose, you can use our Migration Tool directly in Trackunit Manager.
The Migration Tool is only available for Admins and Fleet Admins.
If you do not already have access to the Migration tool, reach out to your Trackunit representative if you would like to have access.
If you have any questions or need support with the Migration Tool, don't hesitate to ask a question in our Community Migration group. Product experts will be ready to help you.
What is the Migration Tool?
The Migration Tool is a step-by-step guide to help you move features from Classic Manager to Trackunit Manager. It allows you to audit your existing features, identify which customizations you actually use, and transfer them to the corresponding use cases in Trackunit Manager.
Step-by-step guide to Migrate from Classic Manager to Trackunit Manager
Keep reading for a detailed step-by-step guide on how to migrate your Classic Manager features to Trackunit Manager with the Migration Tool, or watch the demo video below:
Migrating Zones / Points of Interest (POIs) to Sites
Log in to Trackunit Manager.
Click on the Migration Tool app in the left-hand menu.
Under Zones & POI, click Migrate.
You'll need to decide which Classic Zones and POIs you'd like to migrate and assign them to a Site type.
When you select one or more Zones/POIs, a blue bar will appear with options to delete them or select a Site type for your chosen Zones/POIs.
Once you select a Site type, the selected Zones/POIs will be removed from the list and moved to the review page.
Here’s a breakdown of the different Site types in Trackunit Manager:
Construction Site: A temporary site for construction, demolition, renovation, expansion, etc.
Depot: Asset storage, for example, equipment depots, rental yards, rental branches.
Workplace: Permanent site with daily asset use, like a warehouse or factory.
Area: Any other type of site, often used for full regions or territories.
Once you have decided which Zones/POIs you'd like to migrate, and to which Site type, click Next.
Associated Alarms
You'll now need to migrate any Alarms that are associated to the selected Zones/POIs. You'll see two tabs:
Ready to Migrate
Here, you'll see all the alarms that are ready to be migrated along with the selected Zones/POIs. Select the alarms you want to migrate, and select if they should be critical or log Alerts (critical Alerts will send a notification when the Alert is triggered. Log Alerts won't send a notification but will record the trigger in a log for reporting purposes).
Any alarms not selected for migration under this tab will be automatically deleted in the last step.
Migration Unavailable
If you have any alarms under the Migration Unavailable tab, it can mean that the alarm isn't supported in Alerts or the Zone/POI it's associated with was marked for deletion in the previous step. These alarms will be deleted when you complete the Zone/POI migration and cannot be recovered.
If you do not have any alarms associated to your selected Zones/POIs, you'll just see "No results", and you can skip to the next section.
Click Next.
Now, you'll have one more chance to review the Zones/POIs that will be migrated. If everything looks good, click Migrate, and we'll take care of the rest.
💡Tip: If you need to make changes to your selections, click Remove, then click Select Zones or Points of Interest on the left-hand side to choose the Zones/POIs again.
Migrating Alarms to Alerts
Before migrating your Alarms, here are a few important points to note:
If you have Alarms in Classic Manager that have already triggered, they will not appear as triggered in Alerts in Trackunit Manager until the alert triggers again.
For example: If you have a Zone alarm that triggered because your asset moved outside of the Zone, the asset will need to move into the Site and back out of the Site in order for the new Site-based Theft Alert to trigger.
In Trackunit Manager, Movement-based Theft Alerts trigger outside of working hours, whereas in Classic Manager, Alarms are set for specific time ranges.
The Migration Tool follow these rules:
Alarms starting between 00:00 - 00:30 are adjusted to 00:00.
Alarms ending between 23:30 - 00:00 are also adjusted to 00:00.
Alarms with time ranges that don’t meet Alert conditions won’t be migrated and will be listed as Migration Unavailable and will be deleted.
Examples of conversions:Classic: Sat-Sun, 00:15-17:00 → Trackunit Manager: Sat-Sun, 17:00-00:00 (outside working hours).
Classic: Any day, 17:00-23:30 → Trackunit Manager: Any day, 00:00-17:00 (outside working hours).
Classic: Mon, 17:00-09:00 → Trackunit Manager: Mon, 00:00-17:00 & Tue, 09:00-00:00.
Classic: Any day, 08:00-17:00 → Not migratable.
If you have Geofence alarms set up in Classic Manager, they will be migrated to Movement-based Theft Alerts. Movement-based Theft Alerts are triggered if movement of the asset is detected outside the working hours you have set. We recommend that you check the settings of the new Movement-based Theft Alert after you have migrated it to make sure you have your working hours set up correctly. Learn how to create and edit your Movement-based Theft Alerts here
Admins using the migration tool will be able to see and migrate all alarms that are setup in Classic Manager, including alarms created by other users than the admins themselves.
If you have any alarms associated to your Zones or POIs in Classic Manager, you will need to migrate those as well. If no action is taken, all alarms associated to Zones and POIs will be deleted when Classic Manager is removed.
Migrating the alarms
Log in to Trackunit Manager.
Click on the Migration Tool app in the left-hand menu.
Under Alarms, click Migrate.
You'll need to decide which Classic alarms you'd like to migrate and assign them a severity level.
Note: You do not have to choose the Alert type, as we will automatically assign your Classic Alarm to the corresponding Alert type.
When you select one or more alarms, a blue bar will appear with options to delete or select a severity level (Critical Alert or Log) for your chosen alarms. Critical Alerts will send a notification when the Alert is triggered. Log Alerts won't send a notification, but will record the trigger in the Event log for reporting purposes.
Once you select a severity level, the selected alarms will be removed from the list and moved to the review page.
Note: Alarms listed under the Migration Unavailable tab cannot be migrated. This can be due to one of the following reasons:
The Classic Manager Alarm type is not a supported Alert in Trackunit Manager
The alarm is associated to a Zone/POI that must be migrated through the Zones/POIs flow
When you have completed your selection, click Next.
Now, you'll have one more chance to review the alarms that will be migrated. If everything looks good, click Migrate, and we'll take care of the rest.
💡 Tip: if you need to make changes to your selections, click Remove, then click on Select Alarms on the left-hand side to choose the alarms again.
Migrating Clients to Customers
Migrating Clients to Customers will become available only once you have migrated all your Alarms that are available for migration.
Log in to Trackunit Manager.
Click on the Migration Tool app in the left-hand menu.
Under Clients, click Migrate.
You'll need to decide which Clients you'd like to migrate and assign them a Customer type.
When you select one or more Clients, a blue bar will appear with options to delete or select a Customer type for your chosen Clients.
Once you select a Customer type, the selected Clients will be removed from the list and moved to the review page.
When you have completed your selection, click Next.
Now, you'll have one more chance to review the Clients that will be migrated. If everything looks good, click Migrate, and we'll take care of the rest.
💡 Tip: if you need to make changes to your selection, click Remove, then click on Select Clients on the left-hand side to choose the Clients again.
Note: Migrating Clients to Customer will delete the Client in Classic Manager and all of their associated Reports.
If a Client has not been migrated or deleted by the end of your migration period, they will be migrated automatically to Trackunit Manager using a default Customer Type.
Migrating Services to Service Management
Before starting the migration process, you'll need to have at least one service plan created in the Service Management app in Trackunit Manager to assign assets to. Click here to learn how to create a service plan in Trackunit Manager
Log in to Trackunit Manager.
Click on the Migration Tool app in the left-hand menu.
Under Services, click Migrate.
You'll need to decide which assets you'd like to migrate and assign them to a Service Plan.
When you select one or more assets, a blue bar will appear with options to delete the Classic Service plan currently assigned to the asset, or to assign the selected assets to one of your Service Plans in Trackunit Manager.
Note: If the Classic Service plan still has other assets assigned to it, it will not be deleted, we will simply remove the current selected asset from the Classic Service plan.
Once you assign the selected assets to a Service Plan, the selected assets will be removed from the list and moved to the review page.
When you have completed your selection, click Next.
Now, you'll have one more chance to review the Services that will be migrated. If everything looks good, click Migrate, and we'll take care of the rest.
💡 Tip: if you need to make changes to your selection, click Remove, then click on Select Assets on the left-hand side to choose the assets again.
Note: Service Plans in Classic Manager cannot be auto-migrated to a default Service Plan in Trackunit Manager. Any Services not migrated at the end of your migration period will be removed from your account and cannot be recovered.