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Migrating from a Sandbox Account to a Production Account

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If you have set up FarApp with a NetSuite sandbox account and now want to migrate that configuration to your NetSuite production account, there are several things you'll need to do to ensure the process runs smoothly.

First, disable any syncs that have been turned on so that you have a chance to test your mappings in the production account. You can disable syncs for each of your connectors by following the steps outlined in this article: https://support.farapp.com/hc/en-us/articles/216630598-Quick-Reference-3-Enable-Disable-a-Connector.

Next, navigate to NetSuite > Settings > Credentials in FarApp and change your NetSuite credentials to your production account credentials. This article will explain how to generate the necessary tokens in your NetSuite production account: https://support.farapp.com/hc/en-us/articles/115013718667-NetSuite-Token-Based-Authentication.

Check your NetSuite settings for your production account and update them if necessary: https://app.farapp.com/settings#/netsuite_settings

Your Netsuite sandbox account will have different field IDs and internal IDs from your production account so it will be necessary to update your mappings and settings for Orders, Products, and Fulfillments for each connector and account in FarApp. 

  • Check the SKU field in FarApp and make sure it's the one being used in your Netsuite production account.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Settings > Orders
    • Update the NetSuite SKU Field with the SKU field from your production account and click Save.
    • Repeat this process for each connector and account in FarApp.
  • If you are posting to a fixed customer, update the internal ID of a fixed customer that exists in the NetSuite production account. To update the fixed customer you are using in FarApp, follow these steps.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Settings > Orders > Advanced Options
    • The internal ID of the fixed customer will be located in the Post Orders Against Customers field (Note: Amazon will have a second field called Post FBA Orders (Fulfilled By Amazon) Against Customer which is used for FBA orders). This field will need to be updated with the internal ID of a fixed customer in your Netsuite production account.
    • Click Save.
    • Repeat this process for each connector and account in FarApp for which you are using a fixed customer.
  • You must update any Other Transaction Settings that reference sandbox internal IDs with the internal IDs from your production account. This must be done for each connector.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Settings > Other Transaction Settings
    • Under Refunds and Deposit, Payment, and Check (at the top of the page) update any settings that reference sandbox internal IDs.
    • Click Save after updating these pages.
  • Your shipping and payment method mappings will need to be created because these will be purged automatically when switching to the production account. 
  • Any custom fields in your Order, Order Item, and Customer order mappings will need to be updated to the fields in the production account. You will also need to update any mappings that reference sandbox internal IDs.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Mappings > Orders
    • The mappings for Order, Order Item, and Customer can be accessed at the top of the page.
    • After updating the mappings on a page, remember to click Save.
  • Product mappings will need to be updated with the fields from the production account (particularly the SKU and Category mappings). Also, any internal IDs used in the product mappings will also need to be updated.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Mappings > Products
    • Click Save after updating the mappings.
  • Fulfillment mappings will need to be updated with fields and internal IDs in your production account.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Mappings > Fulfillments
    • Click Save after updating the mappings.
  • Other Transactions mappings must be updated with your production account fields and internal IDs.
    • In FarApp, click your connector and select the account in the FarApp menu.
    • Navigate to Mappings > Other Transactions. Mappings for Transaction and Transaction Item can accessed at the top of the page.
    • Click Save on each page after updating the mappings.

Be aware that orders and products in your FarApp account will automatically be purged because the internal IDs of the orders/products in your sandbox account won't match the ones in the production account. If they weren't removed then there would be the potential for FarApp to match to the incorrect order/product. Purging the orders/products eliminates this possibility.

After going through the checklist, we recommend manually testing your order and product syncs. The following articles explain how to manually test. 

Once you have successfully tested orders and/or product syncs, you can re-enable your syncs for your connectors by following these articles.

Note: If you plan to connect both a NetSuite sandbox account and a NetSuite production account to FarApp simultaneously, you will need to set up two separate FarApp accounts. Please see the following article with more information about this: https://support.farapp.com/hc/en-us/articles/360038173674

 

 

 

 

 

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