NetLessor - Transition From Sandbox to Production
Migration Summary
This guide goes through the basic process of exporting the lease data from the sandbox account so it can be imported 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 will need to be duplicated in the production site.
| Common Customizations to Check Global Settings | Roles and Permissions | Lease Record Customizations | Customized/Created Reports | Custom Sourcing |
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.
- Lease Types: Navigate to NetLessor > NetLessor Setup > Manage Lease Types. Download and save the list as a CSV file. This file will list all the lease-type information that needs to be added to the production site
- Leases and Lease Payments: Navigate to NetLessor > NetLessor Setup > System Setup.
- Once on the system setup page, navigate to the Import Tools tab. From there, you will see saved searches for both the Leases and Lease Payments. Click the Search Link.
- Once the Saved Search opens, export it as a CSV file.
| Note that the Saved Search will default with all the out-of-the-box fields that you will need to upload the leases to production. That being said, if you have created any custom fields for your leases in your Sandbox, you may need to click "Edit This Search" in order to add these custom fields to the Saved Search before exporting it as a CSV. |
- Repeat the same process for the Lease Payments schedule and export as a CSV file.
Import to Production
Step By Step Process:
- Switch to the production account.
- Navigate to NetLessor > NetLessor Setup > Manage Lease Types. Manually add in the NetLessor Lease Types using the lease type CSV file downloaded previously as a guide. Please see our article on Lessor Lease Types for more details on how to add a lease type, or you can alternatively upload the file using the CSV import instructions outlined below.
- 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 select NetLessor Lease Type, NetLessor Lease, or NetLessor Lease Payment, depending on the upload you need to perform.
- For the NetLessor Lease template upload, you will be uploading the "NetLessor Lease Import Template (Update)" CSV file that you previously exported from Sandbox. For instructions on how to do this, go to the article Lease Header Data Upload and start reading at "Start reading here when coming from the article Transition from Sandbox to Production".
- For the NetLessor Lease Payment upload you will be uploading the "NetLessor Lease Payment Import Template (Update)" CSV File that you previously exported from Sandbox. For instructions on how to do this, go to the article Lease Component Payment Upload and start reading at "Start reading here when coming from the article Transition from Sandbox to Production".
- Once both uploads are complete, generate schedules for the leases and verify the information uploaded is correct and matches sandbox.
Transfer Customization to Production
Step By Step Process:
- There are common aspects of customization that you should check when transferring over to the Production account:
- NetLessor Global Settings—enabling the features that you utilized in the Sandbox Account.
- NetLessor Role/Permission and Suitelet Setup—copying all your roles and permissions over into Production.
- NetLessor Form Design Preferences—any customization to the Lease Record should be transferred.
- NetLessor Customized Reports—any customizations to reports.
- NetLessor Custom Sourcing—any custom sourcing should be transferred over.
- Any add-on features.