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How to deploy relational data with Data Deploy Essentials
How to deploy relational data with Data Deploy Essentials

How to deploy data for sandbox seeding and CPQ with Copado Data Deploy Essentials

Written by Shreya Reddy Kommidi
Updated over a week ago

The Data Deploy Essentials option for Essentials+ allows you to deploy relational data between sandboxes and to and from a production org. Use cases include seeding sandboxes and deploying reference data for applications such as CPQ or nCino. Copado offers templates for these and other applications on the Copado Success Community in the DevOps Exchange tab or you can create your own templates.

Data Deploy Essentials provides the following features:

  • Import predefined JSON files for CPQ and other applications

  • Count of successful/failed records deployed

  • Visualize your schema (next release)

  • Automatic assignment of external IDs to prevent duplicate records

  • Data masking to obfuscate potentially sensitive fields (PII)

Data Deploy Essentials requires an Essentials+ option license per user. Contact the Essentials Team to purchase licenses.

Once the Essentials Team has provisioned your licenses a new tab will appear in the Home screen called Data.

Set Up
Prior to doing your first deployment make sure that you have at least one source and one target org authenticated ("Authorized").

Importing a Pre-Configured Template

Copado maintains data deployment templates for popular applications such as CPQ and nCino on the Copado Community. Here

Creating a Custom Data Deployment

To create a data deployment, go to the Data [Deploy] tab where you can create a data template by clicking on "Data templates". Here we define the main object, its parents and children that should be deployed into the target environment. We can either create a new data template by clicking on "New data template" or import a JSON file under "Import Data template".

Note: Don't forget to activate the template.

Once your template is ready, under the Data tab, choose "New data deployment". Enter the title, source and destination, choose the data template of the main object (this will deploy the nested parent and child data as well) which you created/ imported. You can track a JIRA ticket and provide deployment notes too. Save it.

This will create a new page with deployment info. To initiate the deployment, click on "Data deploy" button, which will migrate all the data from your specified source org to the target org.

This deployment can be cloned, shared and deleted.

Viewing Your Results

Note: Include team templates Sharing: if it is selected, it will show all templates available in your team. (Copado app by default show all templates belongs to the team, but we see it can be a long list, so we have that checkbox so user can filter out only the templates that he/she created)

The main Copado documentation site provides more information about Copado Data Deploy, which is very similar to Data Deploy Essentials:

A library of pre-configured Data Deploy templates can be found in the Copado Success Community here.

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