Best way to move an existing integration from Dev to Production when the automation has already been running in Dev?

1

Sometimes, a SaaS application will not have a sandbox to test on, or a customer has such a customized install of the platform that using the sandbox wouldn’t be useful.

In cases like this, we typically connect the customer’s live accounts (with their permission)

When the customer approves the integration on dev, several thousand rows have already been processed.

What is the best way to move this automation into Production without causing duplicate rows to be processed?

2

There is currently no functionality to move an automation and its stored data from one system to another, although that would be handy to have.

So for now it is imperative that live testing using production customer data only happens on the production server, not the dev server.