NetLease Transition from Sandbox to Production

Migration Summary 

This guide goes through the basic process of exporting the lease data from the sandbox account to import it to the production account. This process should be done after the leases in the sandbox account are finalized.

Any settings and customization in the sandbox account must be duplicated on the production site. 

Export from Sandbox

Step By Step Process:

Three files will be exported from sandbox for the transition to production. These are (1) lease types, (2) leases, and (3) payments. It should be noted that the lease data should be uploaded in the order mentioned above.

  • (1) Lease Types: Navigate to NetLease >NetLease Setup >System Setup.

  • From there, navigate to the Import Tools subtab. In the column on the right, there will be links to saved searches for the previously mentioned three files above.

     
  • Click the link for the Update Lease Types Saved Search. Once on the saved search page, click the Export - CSV button to export the saved search data.

  • This view will list the default information that needs to be imported to the production site and can be exported from this page as a CSV or Excel to assist with data migration. If fields are desired that are not present in the default view, these can be added by selecting the Edit this Search button and selecting them on the Results tab. Once all relevant import fields are chosen, this file will list all the information that needs to be imported to the production site.
  • Repeat these same steps for the other two templates.

Import to Production

Step By Step Process:

  • Switch to the production account.
  • Navigate to NetLease > NetLease Setup > Manage Lease Types. Manually add the NetLease Types using the lease type csv file previously downloaded as a guide. Please see our article on Lease Type Configuration for more details on how to add a lease type.
  • Navigate to Setup > Import/Export > Import CSV Records. Select the "Import Type" drop-down list and select "Custom Records." In the "Record Type" drop-down, you will use NetLease Lease Type, NetLease Lease, or NetLease Payment, depending on your upload. The lease records will be uploaded through this import process.
  • For the NetLease Lease template upload, you will upload the NetLease Lease Import Template (Update). You can do this by going to the Lease Header Data Upload article and begin reading "Start reading here when coming from the article Transition from Sandbox to Production."
  • Once the uploads are complete, generate schedules for the lease(s) and verify that the information uploaded matches sandbox.

Transfer Customization to Production

Step By Step Process:

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