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Installing a new source system

When moving to a new source system, there are a number of steps that must be taken. The source system has to be reconnected to Optiply.

Written by Ricardo Guerreiro

Step 1:

Set up a new link. For this, the following points must be taken into account:

- Do not use the same name as before

- Use a different email address

- Use incognito mode in your browser

Step 2:

Transfer the sales history. For more details on how to do this please follow this link

ATTENTION! Do not double-register sales in both systems.

Hint: Proceed with the transition as fast as possible. The longer you wait the more complex it gets. We recommend making the transition period as short as possible.


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