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”
- Go to “Custom Preferences”
- 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”