Environment Refresh Pilot

This pilot feature allows for the data copy from a Production instance to a Sandbox instance. The feature performs a full copy of data (with certain exceptions described below) and creates a new company/instance. 

NOTE: This is not updating an existing Sandbox company. A new instance is being created with this feature. 

Data which is copied, but modified:

• Company - Name of company is modified by appending text to the name in production.
• Contacts - Email addresses in contacts are updated by appending chars to the existing emails. This is to prevent inadvertent emails getting triggered from the sandbox.
• Users - If users exist in sandbox with the same email addresses as production, the data / settings in prior sandboxes are retained but the users are enabled in the newly refreshed companies. The users would be able to login with the existing password in the sandbox system.
• API - Credentials for accessing API remains, except for the company name and user token. The company name is changed in the sandbox and the user token might be different from production (dependent upon the user existing in the sandbox environment prior to the refresh).

Data that is not copied:

Exceptions to the data copy are necessary to avoid errors or mistakes when using the production like data in a lower environment.

• Logs - All logs from the production environment.
• Integrations - Setup of integrations (standard or custom). This is done to avoid inadvertent impact to the production integration system from sandbox actions. They can be recreated to integrate with target sandbox/test systems.
• Attachments/Files - All artifacts attached to the transactions. These include documents generated within the system or attached to the system.
• Payment Gateways - All information and credentials for payment gateways. This is done to avoid inadvertent impact to the production payment accounts due to sandbox actions. They can be reconfigured to connect to sandbox gateways.
• Workflows - Required workflows can be exported and reimported into the sandbox. This will be part of the Refresh feature in a future release.
• Schedules - Schedules for Billing, Payment, and Statement Runs. These can be recreated as needed on the sandbox.  This will be part of the Refresh feature in a future release.

Request Environment Refresh

Submit a Support ticket with the following information for an Environment Refresh:

• Company Name
• Company ID
• Environment
• Multi-entity indicator Yes/No

If the Company ID is not available, include the company name as shown in Ordway.