NetLoan - Transition from Sandbox to Production

Migration Summary 

This guide goes through the basic process of exporting the loan data from the sandbox account to import it to the production account. This process should be done after the loans 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:

Four files will be exported from sandbox for the transition to production. These are (1) loan types, (2) loans, (3) rates, and (4) payments.



  • (1) Loan Types: Navigate to NetLoan >NetLoan Setup >Manage Loan Types.


  • Download and save the list as a CSV file.  This file will list all the loan-type information that needs to be added to the production site.
     
  • (2) Loans: Navigate to NetLoan > NetLoan Setup > System Setup.

  • Navigate to Import Tools.


  • Click on the Update Loans Saved Search link.


  • This view will list the default loan 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 loan fields are chosen, this file will list all the loan information that needs to be imported to the production site.


  • (3) Rates: Navigate back to Import Tools as you did in step (2). Click the Update Loan Rates Saved Search link.


  • This view will list the rates connected to the loan that need to be imported to the production site and can be exported from this page as a CSV or Excel to assist with data migration.
  • NOTE: do not export/import rates that are part of an index. If a loan follows an index, create the index and upload rates into the index separately. Then, in production, initiate sync which will push the index rates to the variable rate loans.


  • (4) Payments: Navigate back to Import Tools as you did in steps (2) and (3). Click the Update Loan Payments Saved Search link.

  • This view will list the payments connected to the loan that need to be imported to the production site and can be exported from this page as a CSV or Excel to assist with data migration.


Import to Production


Step By Step Process:

  • Switch to the production account.
  • Navigate to NetLoan > NetLoan Setup > Manage Loan Types. Manually add the NetLoan Types using the loan type csv file previously downloaded as a guide. Please see our article on Loan Type Configuration for more details on how to add a loan 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 NetLoan Type, NetLoan Loan, NetLoan Rate, or NetLoan Payment, depending on your upload. The loan records will be uploaded through this import process.
  • For the NetLoan Loan template upload, you will upload the NetLoan Loan Import Template (Update). You can do this by going to the Loan Header Data Upload article and begin reading at "Start reading here when coming from the article Transition from Sandbox to Production."
  • Once the upload is complete, generate schedules for the loan and verify the information uploaded is correct and matches sandbox.
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