If you have tested Global Master Data Sync in a sandbox and want to move your configuration into a live environment, you do this by importing the templates you exported from the sandbox. You import the template package through the Global Master Template Package page in Business Central.
The process is: go to Setup, open the Global Master Template Package, use Actions, Packages, Import Package, and select your exported file. Once imported, the templates appear in the journal where you apply each one.
After you apply the templates, they wait for approval. Once approved and released, they synchronize into your live environment.
Moving Global Master Data Sync templates from sandbox to live
When you have been testing Global Master Data Sync in a sandbox, the next step is to move your work into a live environment. You do this by taking the templates you exported from the sandbox and importing them into the live environment.
Importing the template package in Business Central
Start by clicking Setup and opening Global Master Template Package.
From there, go to Actions, then Packages, and choose Import Package. When you click OK, you get a prompt asking where your file is located. Mark the file and press Open.
All your templates now appear in the journal, ready for you to work with.
Applying the templates to the system
Once the templates are in the journal, you apply each one. Mark all the lines and apply the selected packages into the system. When this is done, all templates are applied.
Approval, release and synchronization
After the templates are applied, they sit waiting for approval. Once you approve them, they are ready to be released. After release, the templates synchronize into your live environment.
Q&A
How do I move Global Master Data Sync templates from a sandbox to a live environment?
Export the templates from your sandbox, then import the package into the live environment through the Global Master Template Package page. Go to Setup, Global Master Template Package, Actions, Packages, Import Package, and select your exported file.
Where do imported templates appear after import?
After importing the package, all your templates appear in the journal on the Global Master Template Package page, where you can apply each one.
What happens after I apply the templates?
Once applied, the templates wait for approval. After you approve and release them, they synchronize into your live environment.