Deploy sandbox changes to production (BETA)

Use the deploy to production sandbox feature to deploy changes made in your sandbox to your HubSpot production environment. 

Before you get started

Understand requirements

• You must be a Super Admin to create a sandbox and deploy changes to production.
• You must create a v2 sandbox to use the deploy to production feature. If you have an existing v1 sandbox, you'll need to create a new v2 sandbox.

Limitations & considerations

• You'll have access to one additional sandbox (v2 sandbox) in your account during the private beta.
• Learn more about which objects and assets will be deployed.

Sandbox architecture

It’s recommended to create different sandboxes for different use cases. For example:

• Sandbox for active development and deployment of changes: grant access to users involved in development, testing, and deployment phases and exclude users who may introduce unwanted changes or data that could affect your development work.
• Sandbox for new user training: give new hires access to a dedicated training sandbox.
• Testing new features: establish requirements for testing (i.e. feature, timeline, users) & give pertinent access to directly involved users. 

Create a v2 sandbox

To use the deploy to production feature, you must first create a v2 sandbox. To create the sandbox:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, select Sandboxes.
• Click Build standard sandbox.

• On the Create screen, under Sandbox name, enter the name of the sandbox.
• Under Sandbox setup, select what to copy from your production account to the sandbox:
  • The Copy production assets checkbox will be selected by default as the sandbox must mimic your production account.
  • Select Copy 5,000 contacts and associated records to copy your 5,000 most recently updated contacts, and up to 100 of their associated deals, companies, and tickets (per contact).

Please note: you can copy 5,000 contacts and associated records when building your v2 sandbox. If you don't copy records during the sandbox build, you can export and import test records to your sandbox at a later date.

• Click Build standard sandbox.

• The process to build the sandbox may take a few hours, depending on how many assets, production plan features, and Super Admins need to be copied from your production account.
• The build status will be displayed under Details on the Sandboxes page.

• Once the build is complete, the status will update under Details. 

• Click the details next to the sandbox to view the creation details. 
  • Click the Failed assets tab to see any failed assets and the error details.
  • Click the Successful assets tab to see a list of successfully created assets.

Access the v2 sandbox

All standard sandbox account users can access a sandbox from their main account menu:

• In your HubSpot account, click your account name in the upper right. 
• Hover over your account name to see a list of your recent accounts. 
• In the dropdown menu, click the name of the sandbox you want to access.

• There'll be a banner at the top of the window, indicating you're in the standard sandbox account.

Super Admins can also access a sandbox from account settings:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, select Sandboxes.
• Click the name of the sandbox you want to access. 
• To exit a sandbox account, click Go back to my production account at the top of the window.

Set up a production deploy

Once you have made your changes in your sandbox, you can deploy them to your production account. To set up a production deploy:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, select Sandboxes.
• Click the Production deploys tab, then click Set up a deploy to production.

• Select the source sandbox, then click Next.
• Select the asset type under Available asset types.
• Select the checkbox next to the asset you want to deploy. You can use the Search asset name search box to find the asset. For objects, click View object configuration to see what has been edited before selecting the checkbox.
• Add each asset you'd like to deploy, then click Next.

• Any connections will display at the Connections step. Connections are other assets in your account used by your selected assets.
  • Click View object configurations in the Name column to view what will be deployed, based on the connection.
  • Click x assets in the Used by column to view the connections.
  • To include the configuration in the deployment, click the Add x connections to my deploy to continue checkbox, then click Next.

• Any conflicts will be automatically detected.
  • If a conflict is detected, details will be displayed in the middle of the window. You must manually resolve conflicts by clicking Cancel, making the changes in your account, then restarting the deployment.
  • If there aren’t any conflicts, click Next.
• At the Review step, enter a Deploy name and Description, then click Next.
• Review your production deployment. When you're ready, click Deploy to Production.

• Click Deploy to production to confirm.
• The deployment will be added to the Production deploys. The Status column will display the progress. Once a deployment has started, it can't be canceled.

• Once the deployment is complete, the status will update to x changes deployed.

Please note: if your deployment fails, try the deployment again, or contact support.

• Click the deployment name or x changes deployed to view the deployment details.