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
Company
Click on General Preferences
- Go to Custom Preferences
- Save / Screenshot the MessageMedia Section
- 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
- Go to Reports
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
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