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NetSuite - Migrating from SOAP to our latest managed bundle

  • Updated

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

1. Backup all MessageMedia record lists    

Please note - failure to back up your message history will result in the loss of all SMS message history when you perform the upgrade.

  • 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”
  • To back up all SMS communication records:
    • Go to Reports > Saved Searches > All Saved Searches > New
    • Create a Saved Search with the follow criteria:
      • “Subject” contains “SMS”
    • Click “Save and Run”
    • Click the “Export - Excel” button to export all SMS records

Please note - failure to back up your message history will result in the loss of all SMS message history when you perform the upgrade.

 

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. 

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

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