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NetSuite | Migrating to the newest version of the MessageMedia for NetSuite app

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Migration Steps  

Please note - Administrator role access is required to go through these migration steps.

Before starting migration, check which bundle version you’re currently using here: 

  • Go to Customization > SuiteBundler > Search & Install Bundles > List 
  • Look for “MessageMedia” 

(3.8.7 through 3.0.0) NetSuite Bundle to New SDF NetSuite App 

These steps will need to be taken by an administrator account in NetSuite. This process could take 1-2hrs depending on how many SMS have been sent in the past.  

 

1. Backup all MessageMedia record lists:

  • Search for “MessageMedia SMS Template” in the top global search bar. 
  • Click on “MessageMedia SMS Template” 

  • Click on the icon for “Export - CSV” or “Export - Microsoft Excel”

Repeat for the following record lists:

  • “MessageMedia Metadata” 
  • “MessageMedia Preferences”  
  • “Batch SMS list” 
  • “MessageMedia API Credentials” 
  • “MessageMedia Webhook Config” 

2. Install the MessageMedia NetSuite app on step 3 of the quick start guide

3. Go to your employee record, add the “MessageMedia Integrator (Managed)” role to your employee record. 

  • Go to the employee record
  • Click “Edit”
  • Scroll down to “Access” 
  • Under Roles, add the “MessageMedia Integrator (Managed)” 

4. Go to Setup > Users/Roles > Access Tokens > New 

  • For “Application Name” choose “MessageMedia Integration (Managed)”
  • For “User” choose your employee record from step 3. 
  • For “Role” choose “MessageMedia Integrator (Managed)” 
  • Click “Save” 
  • Copy/Save the Token ID information and Token Secret Information for Step 5ii below. 

 

5. Go to “Setup” > “MessageMedia Migration” > Click “Run Migration Scripts” 

Select each item below one at a time and click “Submit”

Once each item is “Completed” in the status column, it will show on the "Data Migration List” to the right, select the next item on the list. 

API Credentials

    1. Webhook Configuration 
      • Make sure to add in the Token ID and Token Secret from step 4 above. 
    2. SMS Templates 
    3. Metadata Templates 
    4. Headers and Footers 
    5. SMS History 
    6. SMS receipts 
    7. Stop Sending SMS Field 
    8. Send Workflow SMS field 
    9. MessageMedia Preferences 
    10. Inbound Preferences 
    11. Activities  

6. Migrate all current SMS workflows. 

 

All workflows need to be migrated before step 7 (Uninstalling the old bundle), otherwise none of your workflows will migrate across. Note that this will not be able to be retrieved once uninstalled.  

    • Go to each workflow, click the “edit” button 
    • Double click on the “State” that contains the “Create record” action 
    • Click on the “Create Record” link 
    • Change the “Record Type” field from “MessageMedia SMS Workflows” to “MM - SMS Workflow Job” 
    • Take a screen shot of the “parameters” section. Example below: 


Click on each field in the “Field” Column and click the “remove button” and re-enter the same information. Reference the screenshot to recreate the parameters. Required parameters below: 

  • “Entity ID”  
    • In the Formula Column, this will be the internal ID of the person you’re sending the SMS to. Such as {customer.id} or {id}, depending on who you’re sending the SMS to on the record. 
  • “Entity Type” 
    • In the Text Column, this will be the record type of the person you’re sending the SMS to. Such as customer, contact, or employee. 
  • “Record ID”  
    • In the Formula Column, this will be the internal ID of the record you’re sending the SMS from. Such as {id} or {createdfrom.id}, depending on what record you’re sending the SMS from. 
  • “Record Type” 
    • In the Text Column, this will be the record type of the record you’re sending the SMS from. Such as customer, contact, employee, salesorder, supportcase, etc. 
  • “SMS Template” 
    • In the selection column, this will be the SMS template you want to us for sending out. The template type must match the “Record Type” from the step above.  

Note: If you leave any of the fields unchanged, this will reference the old bundle and will cause errors. 

 

7. Uninstall the old bundle (Version 3.8.4 or below) from your account. 

  1. Go to “Customization” > “SuiteBundler” “Search and Install Bundles” > “List”  
  2. Find the “MessageMedia” Bundle (Version 3.8.4 and below) 
  3. Hover over the green icon on the left side 
  4. Click on “Uninstall” 

 

NetSuite Legacy SOAP Bundle (Below 3.0.0) to New SDF NetSuite App 

1. Backup all MessageMedia record lists.    

  • Search for “MessageMedia SMS Template” in the top global search bar. 
  • Click on “MessageMedia SMS Template” 
  • Click on the icon for “Export - CSV” or “Export - Microsoft Excel” 
  • Repeat for the following record lists 
    • “MessageMedia Metadata”
    • “MessageMedia Group SMS list” 
  • Go to Setup > Company > Click on “General Preferences” 
    • Go to “Custom Preferences”  
      • Save / Screenshot the “MessageMedia” Section”  

2. Go through steps 2-9 on the quick start guide here

3. Migrate all current SMS workflows. 

  • All workflows need to be migrated before step 7 (Uninstalling the old bundle), otherwise this will cause issues. 
    • Go to each workflow, click the “edit” button
    • Double click on the “State” that contains the “Create record” action 
    • Click on the “Create Record” link
    • Change the “Record Type” field from “MessageMedia SMS Workflows” to “MM - SMS Workflow Job” 
    • Take a screen shot of the “parameters” section. Example below: 


Remove each field in the “Field” Column and re-enter the same information. Reference the screenshot to recreate the parameters. Required parameters below: 

  • “Entity ID”
    • In the Formula Column, this will be the internal ID of the person you’re sending the SMS to. Such as {customer.id} or {id}, depending on who you’re sending the SMS to on the record. 
  • “Entity Type” 
    • In the Text Column, this will be the record type of the person you’re sending the SMS to. Such as customer, contact, or employee. 
  • “Record ID”  
    • In the Formula Column, this will be the internal ID of the record you’re sending the SMS from. Such as {id} or {createdfrom.id}, depending on what record you’re sending the SMS from. 
  • “Record Type” 
    • In the Text Column, this will be the record type of the record you’re sending the SMS from. Such as customer, contact, employee, salesorder, supportcase, etc. 
  • “SMS Template” 
    • In the selection column, this will be the SMS template you want to us for sending out. The template type must match the “Record Type” from the step above.  

Note: If you leave any of the fields unchanged, this will reference the old bundle and will cause errors. 

 

4. Uninstall the old bundle (below 3.0.0) from your account. 

  1. Go to “Customization” > “SuiteBundler” “Search and Install Bundles” > “List”  
  2. Find the “MessageMedia” Bundle (below 3.0.0) 
  3. Hover over the green icon on the left side 
  4. Click on “Uninstall”

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