Migrating Saved Search Export Bundle to SuiteApp

If you have the Saved Search Bundle installed, you may need to perform migration setup to transition to the SuiteApp and disable the Saved Search Export Scheduled Script (script name: SavedSearchExportScheduledScript.js). Here's how to successfully migrate your saved search bundle:

1. Navigate to Saved Search Export > Configuration.
2. In the Saved Search Export dashboard, click on Load Records from the Bundle to import all records from that bundle into the SuiteApp.
3. After the records load successfully, a confirmation pop-up will appear. Click Ok to continue.

Reviewing and Updating Migrated Records

After migrating the records, please follow these steps to review and update each record:

• Inactive Field: All retrieved records will be marked as inactive by default. Clear the inactive field to activate the records once you’ve completed the necessary changes.
• Schedule Tab: Choose the required export frequency in the Schedule tab and configure any other necessary fields.
• SFTP Tab: Select an authentication method from the dropdown: either User Credential based Authentication or Public Key based Authentication. For user credential authentication, input the username and password. Alternatively, for public key authentication, you must provide the private key, SFTP key username, and optionally, the passphrase.

Important Note

The SuiteApp does not support the export of private saved searches and internal saved searches.

Key Takeaways

• Migrate easily from Saved Search Export Bundle to SuiteApp with specific steps.
• Ensure all records are activated after migration.
• Configure SFTP authentication properly for smooth operations.