topic Re: Exporting Sandbox Environment to Production in CRM

Exporting Sandbox Environment to Production

JFansler — Mon, 01 Jul 2024 16:47:07 GMT

I have been working a lot with a sandbox account and have created various properties, pipelines and workflows within it. Is there currently a way to sync the sandbox account with the production account so that all of these things can simply be exported rather than manually copied?

Re: Exporting Sandbox Environment to Production

karstenkoehler — Mon, 01 Jul 2024 16:51:31 GMT

Hi @JFansler,

Unfortunately not, no, it's one way to the sandbox, not back.

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-choose-sync-direction-between-HubSpot-Sandboxes-and/idi-p/542037

The product team reviews these requests based on their popularity. I'd recommend upvoting and commenting.

You can also help others find the request more easily and increase the visibility of the request by accepting my reply as a solution. I'd appreciate, too.

Have a great day!

Re: Exporting Sandbox Environment to Production

Celmer93 — Mon, 01 Jul 2024 19:03:22 GMT

@JFansler https://datawarehouse.io/product/hubspot-developer-sandbox-portal-migration-toolbox/ while HubSpot does not have a native feature yet to support this, you can use this tool in the meantime. There are some limitations based on HubSpot API functionality that you can read about on that website but it's a better solution than going manual for most people who have this use case.

Re: Exporting Sandbox Environment to Production

Lucila-Andimol — Wed, 03 Jul 2024 20:48:17 GMT

Hey @JFansler

so the idea of the sandbox is to have a testing enviroment so that teams can try out different things,test new features and stuff...taking this into production 'd really mess up the live portal.

But you can try apps like Portal Replicator to migrate things from one portal to another, just have in mind that you will be updating, changing the live portal and take the time to evaluate the impact.

hope this helps

Re: Exporting Sandbox Environment to Production

MNICOLAS69 — Fri, 22 Nov 2024 08:36:43 GMT

Hi María Lucila Abal,

I agree with your comment, but it would be useful to be able to copy and paste a workflow, a pipeline, a playbook, with the properties linked to it, from the Sandbox to Production.

This would limit copying errors when done by hand, and save time for anyone using the Sandbox to test their automations.

Re: Exporting Sandbox Environment to Production

karstenkoehler — Wed, 23 Jul 2025 03:59:05 GMT

Hi @JFansler,

Good news, there is now a public beta for this! You can find this under Settings > Product updates > All > New Standard Sandbox with improved production metadata & deploy to production supported assets:

New Standard Sandbox with improved production metadata & deploy to production supported assets

What is it?

Standard Sandboxes can be used to safely define your CRM data model and orchestrate business processes using automations. Common use cases include:

Migrating to HubSpot from another CRM

Setting up data flow logic as you build out your tech stack

Testing business automations like workflows, forms, lists, automated marketing emails, and CRM object definitions to nurture leads or support your sales and service teams

In the new standard sandbox, you can now safely preview:

How your changes will work using an enhanced copy of supported production metadata.

When ready, you can deploy supported assets back to production with our new feature.

How does it work?

During public beta, you'll be able to:

Create an additional standard sandbox, which includes an enhanced copy of supported production metadata and the new deploy to production feature.

Use your existing standard sandbox which will be labeled as Legacy standard sandbox in the UI.

Work done in legacy standard sandboxes can't be deployed as this version does not have technology to support reliable testing and deployments.

Legacy standard sandbox will be sunset later in 2025 (dates to follow in due course).

Building a new Standard Sandbox

The following supported assets are copied from production to sandbox by default i.e.:

Objects' properties, property groups, property conditional logics, associations, and pipelines will be copied, but not object records.

Lists with filters on properties, memberships, and most marketing interactions.

Legacy forms' names and fields will be copied.

Automated marketing emails including their content.

Workflow triggers and actions are copied, but not the records enrolled in them.

Users can:

Do a one-time copy of 5K recently updated records (incl. 100 associated deals, 100 associated tickets, 100 associated companies if applicable) during the sandbox build.

After the sandbox build, users can manually import up to 200K records to sandbox as needed.

Deploy to Production feature

Users will be able to copy the following supported assets created in their new standard sandbox back to production (Note: Sandbox edits to supported assets that exist in production won’t be listed as eligible).

CRM schema changes on standard and custom objects, i.e.:

Property details

Field type

Rules

New custom properties

Controlling property

Dependent properties + required field logic

Stage name

Probability

New Custom Properties, including:

New Property Groups, including:

New Property Conditional Logic, including:

New Standard Object Associations

New Standard Object Pipelines, including:

New legacy forms (note: drag and drop forms will be supported soon)

New lists

New automated emails

New workflows that orchestrate updates to property fields

New workflows connected to automated marketing emails, lists, legacy forms for lead nurturing or business orchestration across the HubSpot CRM.

Deploy wizard

Users will be able to:

See new changes eligible for deployment, including required assets connected to them.

See conflicts between sandbox and production:

Users must manually resolve conflicts before they can continue deploying changes.

Confirmed deployments cannot be canceled and once deployed cannot be reverted.

Who gets it?

Customers who opt in to the public beta for new Standard Sandboxes will get access to the deploy to production feature for supported assets and dependencies.

Please note

Legacy Standard Sandbox and its features will be sunset and replaced with the new Standard Sandbox in 2025. Date will be announced in-app 90 days in advance of actual sunset.

Available to:

Customers who have any of the following enterprise hubs: Enterprise Customer Platform, Content Enterprise, Marketing Enterprise, Ops Enterprise, Sales Enterprise, Service Enterprise

Best regards