Installing Order Transfer

To install Order Transfer on your computer, make sure your system meets the minimum system requirements, then run the installer:

  1. Order Transfer System Requirements
  2. How To Run the Order Transfer Installer
  3. How To Upgrade Your Version of Order Transfer

Order Transfer System Requirements

ShopSite Order Transfer runs on your computer and communicates with your ShopSite store and QuickBooks.

Your system must meet the following requirements in order to run ShopSite Order Transfer:

Web Server:

* - Basic Authentication is a standard system used by Apache and IIS Web servers to log-in to Web sites. Some hosting providers use different authentication systems, which prevent Order Transfer from being able to automatically connect to the site and download orders. The following list identifies hosting providers we know do not use Basic Authentication:

If you are hosted with one of these, or any other hosting provider that uses a different authentication system, you can still use Order Transfer, but you will have to manually download orders, then import them into Order Transfer.

back

Client PC:

^ Top

How To Run the Order Transfer Installer

The Order Transfer installer program will guide you through the steps required to install Order Transfer on your computer. When you purchased a licence for Order Transfer, you were provided with instructions for dowloading the installer. Make sure you download and save the installer on the computer where you will install it, in a location where you will be able to find it.

Make sure you have QuickBooks installed and configured on your computer before installing Order Transfer. You can not run or configure Order Transfer if you do not have QuickBooks.

  1. Locate and run the Order Transfer installer program. The installer will take a few moments to extract the program files, then begin.
  2. Click Next > on the Welcome screen to begin configuring the installation.
  3. Read through the terms of the License Agreement. You must accept the agreement in order to use Order Transfer. You can click Print to print the agreement for easier reading.
  4. Click Yes to accept the agreement. If you click No, the Install Shield will exit without installing Order Transfer.
  5. Select where to install Order Transfer on your hard drive. You can accept the default location, or click Browse... to select a new location.
  6. Click Next > to install Order Transfer in the selected location. After installing the Order Transfer files, Install Shield will automatically install QBFC 6.0. Order Transfer requires QBFC to communicate with QuickBooks.
  7. Click Finish to exit the QBFC install. If you have an older version of QBFC, you will be asked if you want to remove the older version. If you are only using QBFC with ShopSite Order Transfer, you may remove earlier versions of QBFC.
  8. Click Finish to exit the Install Shield. You have now completed installing Order Transfer.
^ Top

How To Upgrade Your Version of Order Transfer

If you have an earlier version of Order Transfer installed on your computer, and have purchased the latest version, you do not need to uninstall the previous version before. Follow the instructions below to upgrade to the latest version of Order Transfer:

  1. Locate and run the Order Transfer installer program. The installer will take a few moments to extract the program files, then begin.
  2. Select the option to Modify or Repair the installation, then click Next >. You will see a pop-up message to confirm your choice.
  3. Click Yes to confirm your choice. The installer will start to upgrade the files.
  4. Click Finish to exit the installer program after the installation has been completed.
Next >
^ Top
Valid XHTML 1.0 Strict
ShopSite
© 2009, ShopSite, Inc.