Updating Sandbox Data from Live

Introduction

This article explains how Sandbox account data is handled when customers and advanced price lists are copied from your Live account. It is designed to help you understand what is included in the transfer and what you can update afterward.

Process description

A full copy of the Live account data, including customers and advanced price lists, has been transferred to the Sandbox account. This gives you a controlled environment for testing, validation, and configuration without affecting production data.

Prerequisites

• Access to both your Live account and Sandbox account
• Permission to view or manage customers and advanced price lists
• Any additional customer or pricing changes you want to apply in Sandbox

Step-by-step instructions

1. Confirm that the Live account copy has been completed and is available in Sandbox.

2. Review the copied customers and advanced price lists in the Sandbox account to verify the data you need is present.

3. Upload any additional changes separately in Sandbox, such as new customers, updated pricing rules, or test records.

4. Validate your changes and confirm they behave as expected before using them in Live.

Tips and best practices

• Use Sandbox for testing only and avoid making production changes there.
• Keep a record of any changes made after the Live copy so they can be reproduced in Live if needed.
• Check customer records and price list assignments carefully before moving updates to production.

Next steps

After you finish testing in Sandbox, apply the approved customer and pricing updates to your Live account using your standard change process.

Additional information

If you need help confirming what was copied or how to upload additional changes, contact [support contact method] for assistance.

Disclaimer

Sandbox data is intended for testing and validation. Always review changes carefully before applying them to Live to avoid unintended impacts on operational workflows.