Transition From Sandbox to Production

Overview

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. 

Export from Sandbox

Process Steps

Step 1:

• Type in NetLease Lease Import Template (Update) into the global search. This view will list the default lease 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 applicable import lease fields are selected, this file will list all the lease information that needs to be imported to the production site.                                                                                                                                               View full size

Step 2:

• Type in NetLease Lease Payment Import Template (Update) into the global search and download and save the report as a csv file. This file will list all the lease payment information that needs to be imported to the production site.

View full size

Import to Production

Process Steps

Step 3:

• Switch to the production account.

Step 4:

• Navigate to Setup > Import/Export > Import CSV Records. The lease records and payments will be uploaded through this import process.   View full size  
• For the NetLease Lease template upload you will be uploading the NetLease Lease Import Template (Update). You can do this by going to the Lease Header Data Upload article and starting to read at "Start reading here when coming from the article Transition from Sandbox to Production".
• For the NetLease Lease Payment upload you will be uploading the NetLease Lease Payment Import Template (Update). You can do this by going to the Lease Component Payment Upload article and starting to read at "Start reading here when coming from the article Transition from Sandbox to Production".

Step 5:

• Once both uploads are complete, generate schedules for the leases and verify the information uploaded is correct and matches sandbox.