Tips, Tricks & Best Practices

khookguy
Contributor | Diamond Partner
Contributor | Diamond Partner

Business Units in a Sandbox?

SOLVE

Is it possible to create (or copy over) business units in a Sandbox? It doesn't seem like it, but wanted to check here and get a definitive answer.

0 Upvotes
1 Accepted solution
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Business Units in a Sandbox?

SOLVE

Hello @khookguy 

Yes, it is possible to create or copy over business units in a sandbox environment in HubSpot. Sandbox environments are exact replicas of your production environment, allowing you to test changes and configurations without affecting your live data. To create or copy over business units in a sandbox, you can follow these steps:

A. Go to your HubSpot account.
B. Navigate to the sandbox environment.
C. Go to Settings > Business Units.
D. Click the Create Business Unit button or copy an existing business unit from your production environment to the sandbox environment.
E. Fill in the required information for the new business unit and save your changes.

Please note that you'll need the appropriate permissions in your HubSpot account to create or copy business units in a sandbox environment.

Thanks & Regards
Himanshu Rauthan

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

4 Replies 4
CMGonzalez
Participant | Diamond Partner
Participant | Diamond Partner

Business Units in a Sandbox?

SOLVE

@himanshurauthan I am not seeing this option in my account. I connected with HS Support and they don't see an option to do this either. Would you mind providing a screenshot or more details of the option to sync Business Units to Sanbox? Thank you! 

Mariale_Padilla
Participant

Business Units in a Sandbox?

SOLVE

Hi @CMGonzalez, we are facing the same issue here😥

Please, @himanshurauthan, could you kindly help us with a screenshot😳! Thank you in advance!! 

0 Upvotes
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Business Units in a Sandbox?

SOLVE

Hello @khookguy 

Yes, it is possible to create or copy over business units in a sandbox environment in HubSpot. Sandbox environments are exact replicas of your production environment, allowing you to test changes and configurations without affecting your live data. To create or copy over business units in a sandbox, you can follow these steps:

A. Go to your HubSpot account.
B. Navigate to the sandbox environment.
C. Go to Settings > Business Units.
D. Click the Create Business Unit button or copy an existing business unit from your production environment to the sandbox environment.
E. Fill in the required information for the new business unit and save your changes.

Please note that you'll need the appropriate permissions in your HubSpot account to create or copy business units in a sandbox environment.

Thanks & Regards
Himanshu Rauthan

Digital Marketing & Inbound Expert In Growth Hacking Technology
feedotter-dev
Participant

Business Units in a Sandbox?

SOLVE

We are a partner and need to do some testing using the new Business Unit functions in the v3 apis... Our current dev sandbox does not have this feature enabled... Would it be possible to get it added to our sandbox -even temporarily so we can update and test these new apis for our mutual customers?

0 Upvotes