Hi all,
I need to export my current Agreements and then import them into a new environment.
My concern is that I'm going to lose the related data that goes along with the Agreement (Agreement bookings, recurrence settings etc)
Do I have to export/import the Agreement bookings separately? Or is there a way to get any related data when I export the Agreement?
Also, if I export and import the recurrence settings (i.e. the string from the 'recurrence setting' field on the Agreement form - will that just 'work' in the new environment and create bookings as expected in the future, or will it fail because it relies on another background process/suspended system job that likely isn't running because the Agreement wasn't 'activated' in the new environment and was only imported (so missing steps)