NetSuite | Migrating from a Legacy Bundle to the SMS for NetSuite App

Step 1 | Backup MessageMedia Record Lists

1. Search for and select the MessageMedia SMS Template page in the top global search bar:

2. Click on the icon for Export - CSV or Export - Microsoft Excel and save the file somewhere safe:

3. Repeat for the following record lists:

• MessageMedia Metadata
• MessageMedia Preferences
• Batch SMS list
• MessageMedia API Credentials
• MessageMedia Webhook Config

Step 2 | Install and Setup the SMS for NetSuite SuiteApp

1. Follow the instructions to enable the required SuiteFlex features before installing the application, then return here to continue.

2. Follow the instructions to install the application, then return here to continue.

3. Follow the instructions to create an access token, then return here to continue. 

Step 3 | Run the Migration Wizard

1. Go to Setup > MessageMedia Migration > Run Migration Scripts.

2. Select a single record type from the list and click Submit.

3. Wait for the record type to show as Completed in the Data Migration List to the right.

4. Repeat for the next record type until they all show as completed in the Data Migration Status List.

Step 4 | Migrate Workflow Actions

All workflows with messaging actions must be migrated before uninstalling the old bundle, otherwise none of the workflows will migrate across. Note that these workflows will not be able to be retrieved once the old bundle is uninstalled.

1. Open the workflow containing a messaging action(s) and click the Edit.

2. Double click on the State that contains the Create record action to trigger a message.

3. Open the Create Record action with record type MessageMedia SMS Workflows.

4. Change the Record Type field from MessageMedia SMS Workflows to MM - SMS Workflow Job.

5. Take a screenshot of the parameters section to save the information. Example below: 

6. Click on each field in the Field column and click Remove.

7. For each required item below, re-enter the field and proper value by referencing the screenshot you saved earlier:

• 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 (i.e. "salesorder" or "supportcase").
• Entity ID - In the Formula column, this will be the internal ID of the entity you’re sending the message to (i.e. "{customer.id}" or "{id}").
• Entity Type - In the Text column, this will be the record type of the person you’re sending the message to (i.e. "customer" or "contact").
• SMS Template - In the selection column, this will be the SMS template that will be used to populate the message contents (the template type must match the “Record Type” field).

7. Repeat the workflow migration steps for each workflow with MessageMedia SMS Workflows Create Record actions.

Step 5 | Uninstall the Old Bundle

1. Go to Customization > SuiteBundler > Search and Install Bundles > List.

2. Find the MessageMedia bundle (version 3.8.4 to 3.0.0).

3. Hover over the green icon on the left side.

4. Click on Uninstall.

Step 1 | Backup MessageMedia Record Lists

1. Search for and select the MessageMedia SMS Template page in the top global search bar:

2. Click on the icon for Export - CSV or Export - Microsoft Excel and save the file somewhere safe:

3. Repeat for the following record lists:

• MessageMedia Metadata
• MessageMedia Group SMS list

4. Go to Setup > Company > General Preferences.

5. Go to the Custom Preferences subtab and save / screenshot the MessageMedia section.  

Step 2 | Install and Setup the SuiteApp

Install and setup the SuiteApp by following the Quick Start Guide, then return here to continue.

Step 3 | Migrate Workflow Actions

All workflows with messaging actions must be migrated before uninstalling the old bundle, otherwise none of the workflows will migrate across. Note that these workflows will not be able to be retrieved once the old bundle is uninstalled.

1. Open the workflow containing a messaging action(s) and click the Edit.

2. Double click on the State that contains the Create record action to trigger a message.

3. Open the Create Record action with record type MessageMedia SMS Workflows.

4. Change the Record Type field from MessageMedia SMS Workflows to MM - SMS Workflow Job.

5. Take a screenshot of the parameters section to save the information. Example below: 

6. Click on each field in the Field column and click Remove.

7. For each required item below, re-enter the field and proper value by referencing the screenshot you saved earlier:

• 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 (i.e. "salesorder" or "supportcase").
• Entity ID - In the Formula column, this will be the internal ID of the entity you’re sending the message to (i.e. "{customer.id}" or "{id}").
• Entity Type - In the Text column, this will be the record type of the person you’re sending the message to (i.e. "customer" or "contact").
• SMS Template - In the selection column, this will be the SMS template that will be used to populate the message contents (the template type must match the “Record Type” field).

7. Repeat the workflow migration steps for each workflow with MessageMedia SMS Workflows Create Record actions.

Step 4 | Uninstall the Old Bundle

1. Go to Customization > SuiteBundler > Search and Install Bundles > List 

2. Find the MessageMedia bundle (version below 3.0.0).

3. Hover over the green icon on the left side.

4. Click on Uninstall.