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Can someone tell me  how to import snapshot into our test tenant?  

Hello @dougmcbride79 ,

Do you want to restore a snapshot of your live tenant over an existing test tenant? Or do you mean import a snapshot from outside the site, such as a training or demo snapshot?

I’m attaching complete steps for creating a Snapshot of Live and restoring the Snapshot in a new empty tenant, such as for Training.

When a Snapshot is restored from an external source, Use Import Snapshot button to import the downloaded Snapshot, then follow instructions from #4 on page 2, through step 7.

Laura

 

Hi @dougmcbride79 

In Acumatica, we have a screen called "Tenant" (SM203520). On this screen, there's a button labeled "Import Snapshot." This button lets us easily bring in snapshots that we've downloaded or that are available into the system.
 

 


@dougmcbride79 did you take the snapshot in the same instance and wanting to restore in the test tenant? Along with what everyone said above, I recently found out you can restore a snapshot in a different tenant by changing the visibility: 

one the snapshot is created, you can change visibility which will remove the ID from tenant ID: .

then you can switch between tenants, in this case, I am going from Tenant ID 2 to "3”

then you can restore the snapshot that was taken for tenant 2 without having to export/import!

 


I am really struggling with this topic - I’m new to working with snapshots and getting quite frustrated.

 

So far I have -

  1. On the Tenants screen, I created a snapshot of the tenant that I want to restore into a new test tenant.
  2. I clicked Change Visibility to remove the company info on the snapshot.

My issue is now getting a new tenant created and the snapshot imported.  I’ve tried a couple of times to create a new empty tenant using the ERP Configuration Wizard.  It seems to complete successfully, and I can see the new tenant in the Tenants screen.  However, there is a yellow warning that says that the tenant data is corrupt and the tenant needs to be deleted.  I deleted the tenant and created another empty one, same yellow warning about it being corrupted.

I just created a new tenant using the ERP Wizard -

And here it is in the ERP Wizard (ID 11 - BT TEST)

And here’s what it looks like on the Tenants screen -

The snapshot shown was created for tenant ID 8 and is the one I want to import into 11.

How do I get past this?


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