15. Migrating from Sandbox to Production

This article describes migrating Active bank feeds from a sandbox to a production environment.

These instructions assume the following:

The app is installed and activated in your production environment.
The same license keys used in the sandbox are used in production.
The job queue has been set up and is set to ready.
Corresponding bank accounts are set up in production.

Instructions to Migrate a Bank Feed

In your Production environment, go to Bank Accounts
Go to Actions > Map Bank Feed

The Map Connected Bank Accounts screen will appear > select the Bank account you want to map > go to Actions > Map Bank Feed (note, you can only map an account that has not already been mapped)

The Bank Accounts screen will appear, displaying unmapped accounts only > select the account you want to map > click OK

Instructions for importing transactions on a migrated account

To import all transactions that were collected in the Sandbox
- Go to the ACSISS Bank Statements screen > click Get ACSISS Bank Transactions by ID > select the account from the drop-down > click OK
- All transactions previously collected in your sandbox environment will be imported
- Repeat the above steps for accounts that you want to migrate

To import specific transactions
- Go to the ACSISS Bank Statements screen > click Get ACSISS Bank Transactions by Date
- Enter the desired date range (Start Date and End Date) > select the account No. from the drop-down > click OK
- The transactions in the date range you entered will be imported
- Repeat the above steps for accounts that you want to migrate

To import transactions from a future date, use the 6. Schedule your Transaction Imports using the Job Queue