[UA→GA4] User migration tool [Legacy]

Use the GA4 Migrator for Google Analytics Google Sheets add-on to migrate users and their permissions from a Universal Analytics property to a Google Analytics 4 property. Direct access to a property is required - reseller or inherited access does not work.

Install the add-on

Here's what you'll need before you can start using the user migration tool.

1. Install the GA4 Migrator for Google Analytics add-on from the Google Workspace Marketplace.
   
   You can also access the add-on store listing through the Google Sheets menu by selecting Extensions > Add-ons > Get add-ons, and searching for GA4 Migrator for Google Analytics.
   
   
    
2. Open the add-on listing, and click Install to install the add-on.
   
   
    
3. Follow the prompt to complete the installation process.
   
   
    
4. After you've finished installing the add-on, create a new Google Sheet, and activate the add-on sidebar by selecting Extensions > GA4 Migrator for Google Analytics™ > Migrate users to GA4 from the menu.
   
   

How the tool works

To use the user migration tool, you need the Administrator role on your account.

After you've installed and activated the Google Sheets add-on (below), you'll do the following 3 steps:

• Step 1: Import user permission settings from a Universal Analytics property into a Google Sheet
• Step 2: Decide how to migrate each user
• Step 3: Migrate (export) user permission settings to a Google Analytics 4 property

Step 1: Import user permissions from a Universal Analytics property

Once you activate the add-on, you'll see the following dialog, which helps guide you through the migration process.

1. To begin the migration, select an account from the Google Analytics account drop-down menu, which is prepopulated with the list of Google Analytics accounts available to the currently signed-in user.
2. From the selected Google Analytics account, choose the Universal Analytics property to migrate user permissions from.
   
   
3. Once you've selected your Universal Analytics property, click Import users from Analytics to start the migration process.

The import process should take less than a minute to complete. Once the operation is complete, you'll see a confirmation message.

Step 2: Decide how to migrate each user

Once the user permissions import operation is complete, you'll see a report containing the user permissions information from the selected Universal Analytics property and its views (profiles). The generated report lists all users that have access to the selected account, Universal Analytics property, and all of its views (profiles), along with their permissions.

If a user has been granted permissions to multiple entities, this is reflected in the report by the corresponding selection of multiple role checkboxes.

A user is ready to migrate to a Google Analytics 4 property if at most one role has been specified for this user in a worksheet report.

For every user in the report:

• If no roles have been selected: this user will not have access to the target Google Analytics 4 property.

• If one role has been selected: the user will be granted this role assigned to the user during migration.

Review the following examples.

Example 1

User Bob has the Administrator role for view (profile) 121212, and the Editor role for view (profile) 232323. Because of this, the Admin and Editor checkboxes are selected in a row corresponding to this user. Both views (profiles) are listed in the corresponding cell of the View (profile) id column. More than one role checkbox is selected for this user, so you need to decide how to migrate this user. If you uncheck the Editor and Viewer boxes, Bob will be ready to migrate with the Administrator role.

Example 3

User Carol has the Editor role for the entire property UA-123456-7. In this case, only the Editor checkbox is selected in a row corresponding to this user. Since Carol has no local permissions under any view (profile), the corresponding cell of the View (profile) id column remains empty. Only one role checkbox is selected for this user, so it is ready to migrate.

Example 4

User Trent has the Viewer role for views (profiles) 121212, 232323, and 343434 of the property UA-123456-7. In this case, only the Viewer checkbox is selected in a row corresponding to this user. Only one role checkbox is selected for this user, so it is ready to migrate.

Once every row in the worksheet reaches the ready to migrate state, you're ready for Step 3.

Step 3: Export user permissions to a Google Analytics 4 property

1. To start exporting user permission settings, you need to select a target Google Analytics 4 property from the migration dialog's drop-down menu, which is prepopulated with the list of Google Analytics 4 properties available to the current user under the currently selected Google Analytics account.
   
   
2. Click the Migrate button to start the process of creating user permission settings for the selected Google Analytics 4 property based on the selections made in the spreadsheet.

When the operation is done, you see a User migration complete notification, and a new Sheet containing the operation result is created in the current document.

The operation result contains the list of all users and their local permissions that have access to the current Google Analytics 4 property. Using Examples 1-4 from Step 2, Bob would have the Administrator role, Alice and Carol would have the Editor role, and Trent would have the Viewer role.