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