Delete customers, documents, the catalogue and other data sets of a Sandbox or Migration environment. Settings, templates and the team stay.
You can delete the data of a Sandbox or Migration environment, for example after a training session or before the next trial run of your data migration. Open Einstellungen > Umgebung (Settings > Environment) and choose the data sets in the section Daten löschen (delete data). Settings, templates and your team stay.For this you need the Administrator role in the environment. Before anything is deleted, a preview shows the number of records for every data set. You remove a whole environment as described in Deleting a Sandbox or Migration environment.
Customers, subscriptions and documents (“Kunden, Abos und Belege”)
customers with their addresses, email addresses and their own prices, subscriptions, orders and credit assessments, offers, invoices, credit notes, cancellation invoices and dunning letters, postings and DATEV handovers, revenue reports, payments, payment methods and SEPA mandates, payment returns and payment plans, your customers’ balances and payouts, the environment’s bank accounts with their transactions and their connection to the bank, discounts and voucher codes, usage events and billing runs, price changes, commissions and commission payouts, carts and checkout links, documents, sent emails and letters, the webhook endpoints you set up with their deliveries, notifications, tasks, import and export jobs, activities, conversations with the AI assistant, the data of the HubSpot sync, the assignment of assets to customers and subscriptions, and the suppressed messages
Catalogue (“Katalog”)
products with their price plans and prices, product families, product groups, the plans of the catalogue (/catalogue/plans), units and measurements, cost centres and custom fields
Plans (“Pläne”)
plans with their tiers
Billable metrics (“Messgrößen”)
billable metrics with their versions and thresholds
Features (“Features”)
features and their assignment to products and price plans
Commission plans (“Provisionspläne”)
commission plans with their rules, and the sales representatives
Asset types (“Asset-Typen”)
asset types with attributes, statuses, accessories, product assignments, return check items and swap reasons
Assets (“Assets”)
the asset register with identifiers, documents, history, returns and swaps
Some data sets depend on each other: invoices and subscriptions contain products, and every asset has an asset type. Data sets that depend on your selection are therefore deleted with it. The app marks them in the selection and in the preview.Two data sets always take others with them. With the catalogue, customers, subscriptions and documents, plans, features, commission plans, asset types and assets are deleted, and only the billable metrics remain. With the asset types, the assets are deleted.The other data sets only take another one with them when your environment holds data that points at them:
Selection
Deleted as well
Condition
Plans
customers, subscriptions and documents
a subscription, a cart or a checkout link points at a plan
Billable metrics
catalogue
a product uses a billable metric
Billable metrics
customers, subscriptions and documents
the environment holds usage events or usage billing
Features
customers, subscriptions and documents
a customer has access to a feature
Commission plans
customers, subscriptions and documents
there are commissions, commission payouts or assignments of sales representatives
Asset types
customers, subscriptions and documents
an order requests an asset of a type
Assets
customers, subscriptions and documents
an asset is assigned to a customer, a subscription, a cancellation, an invoice line or an order
An example: if no subscription, no cart and no checkout link in your Sandbox points at a plan, you delete your plans and keep your customers.
The following data stays: the environment with its username (Kennung), its settings, users, roles and API keys, document and email templates, tax settings, sales channels, sender domains, the connections to payment providers and other services, and the formats of your number ranges.Webhook endpoints and the bank accounts of the environment belong to customers, subscriptions and documents. If you still need them, set them up again after the deletion.
If you delete the data set customers, subscriptions and documents, every number range of the environment starts again at the counter a new environment starts with. This applies to invoices, customer numbers, credit notes, dunning letters and all other numbers. Your formats stay. If you entered a counter by hand so that the numbers continue those of your previous system, enter it again under Number ranges.
With the records, their files are removed, for example the PDFs of deleted invoices, and search no longer finds the records. In your own file storage that you set up for the environment, the files stay where they are. Files that the storage locks for a retention period are counted in the result as “Nicht gelöschte Dateien” (files not deleted).
The deletion runs in the background, and the section Daten löschen shows how far it has come, even if you leave the page in between. At the end it shows the deleted records per data set. If the deletion fails, the section shows the reason, and nothing was deleted.If a billing run, a data transfer or another deletion is running in the environment, start once it has finished.If data is added after the preview that would require a further data set to be deleted as well, nothing is deleted. The dialog reloads the preview and marks the additional data sets. Check them and confirm again.
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If you still need them, set them up again after the deletion.`]}),`\n`,_jsx(Heading,{level:`2`,id:`number-ranges`,children:`Number ranges`}),`\n`,_jsxs(_components.p,{children:[`If you delete the data set customers, subscriptions and documents, every number range of the environment starts again at the counter a new environment starts with. This applies to invoices, customer numbers, credit notes, dunning letters and all other numbers. Your formats stay. If you entered a counter by hand so that the numbers continue those of your previous system, enter it again under `,_jsx(_components.a,{href:`/en/guide/tenant/number-ranges`,children:`Number ranges`}),`.`]}),`\n`,_jsx(Heading,{level:`2`,id:`files`,children:`Files`}),`\n`,_jsx(_components.p,{children:`With the records, their files are removed, for example the PDFs of deleted invoices, and search no longer finds the records. In your own file storage that you set up for the environment, the files stay where they are. Files that the storage locks for a retention period are counted in the result as “Nicht gelöschte Dateien” (files not deleted).`}),`\n`,_jsx(Heading,{level:`2`,id:`start-and-progress`,children:`Start and progress`}),`\n`,_jsxs(_components.p,{children:[`The deletion runs in the background, and the section `,_jsx(_components.strong,{children:`Daten löschen`}),` shows how far it has come, even if you leave the page in between. At the end it shows the deleted records per data set. If the deletion fails, the section shows the reason, and nothing was deleted.`]}),`\n`,_jsx(_components.p,{children:`If a billing run, a data transfer or another deletion is running in the environment, start once it has finished.`}),`\n`,_jsx(_components.p,{children:`If data is added after the preview that would require a further data set to be deleted as well, nothing is deleted. The dialog reloads the preview and marks the additional data sets. 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