Guide to refreshing your sandbox

Suite Note – You must have an active NetSuite sandbox license and be assigned the “Administrator” role in your NetSuite production account to be eligible to refresh your NetSuite sandbox.

 #1. Navigate: Setup – Company – Sandbox Accounts. This page will provide some useful information about each NetSuite sandbox you have available in your account, such as the date of last refresh as well as how many refreshes have been performed to date. Some NetSuite  customers will opt for multiple sandbox environments, for others one sandbox environment is sufficient.

#2. Click on the radio button “Administrators Only”. Non-Administrator users can be added to the environment after the fact. In line with the NetSuite production environment, sandbox access should be limited to only users that require it.

#3. “Refresh Sandbox” to kick off the process. The “Refresh Status” field will update from “Complete” to “Awaiting Processing”. Generally, allow 12-24 hours regardless of what the “Estimate Refresh Time (In Hours)” may say.

#4. Once the sandbox refresh is complete all system administrators will receive an email notification. You may now navigate to the same page and click on “Activate Sandbox”.

Suite Note – You must activate the refresh within 14 days, otherwise it will be deleted, and you will need to start the process at step (1).

#5. Your sandbox environment is now refreshed with the data copied from production at the date/time confirmed in the “Production Snapshot Date” field.

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