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NetSuite | Migrating from SOAP to our latest managed bundle

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

1. Backup all MessageMedia record lists:

Important - 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 Icon_Arrow_10px.jpg Company Icon_Arrow_10px.jpg Click on General Preferences 
    • Go to Custom Preferences 
      • Save / Screenshot the MessageMedia Section
  • To back up all SMS communication records:
    • Go to Reports Icon_Arrow_10px.jpg Saved Searches Icon_Arrow_10px.jpg All Saved Searches Icon_Arrow_10px.jpg 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
Important - 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:

4. 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.

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

  • Go to Customization Icon_Arrow_10px.jpg SuiteBundler Icon_Arrow_10px.jpg Search and Install Bundles Icon_Arrow_10px.jpg 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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