Installing Order Transfer

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

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:

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Web Server:

OAuth is an authentication system in which an authorization server issues access tokens to client applications requesting access to a protected server resource, such as ShopSite orders. Access tokens take the place of user names and passwords. The access permissions they grant are limited in scope and duration.

OAuth is required if ShopSite Login is used to log in to your ShopSite store, or if your hosting provider is using an authentication method other than Basic Authentication.

OAuth was introduced in ShopSite version 11. Earlier ShopSite versions require Basic Authentication.

When setting up a connection to ShopSite in Order Transfer 3.0, you can specify which authentication method to use, Basic or OAuth.

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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 connect to their sites and download orders.

The following list identifies hosting providers that we know of who 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 must use OAuth as the authentication method if your store is running on ShopSite version 11 or later.

If you are running on an earlier version of ShopSite, you can still use Order Transfer, but you will have to manually download orders, then import them into Order Transfer.

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Client PC:

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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 license for Order Transfer, you were provided with instructions for dowloading the installer. Make sure you download and save the installer on the computer where Order Transfer is to be installed, 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 ("OrderTransferSetup30.exe"). The installer will take a few moments to extract the program files, and then begin. You may be prompted by User Account Control to allow the program to install. If so, click  Yes .
  2. Click  Next >  on the Welcome screen to begin configuring the installation.
  3. Select the features to install.
    1. Order Transfer is checked by default. Uncheck this box if you only need to install the RDS server or the RDS client.
    2. If Order Transfer is to access QuickBooks on another computer in a local area network (LAN), check the box to install the RDS client.
    3. If QuickBooks is installed on this computer and is to be accessed remotely by other networked computers, check the box to install the RDS server.
  4. If installing Order Transfer...
    1. Read through the terms of the License Agreement. You must accept the agreement in order to continue with the install.
    2. Select where to install Order Transfer on your hard drive. You can accept the default location, or click  Browse...  to select a new location.
    3. Select the Start Menu Program Folder in which to add program icons. You can select an existing folder or create a new one.
  5. Review install settings before copying files. Click  < Back  to make changes.
  6. Click  Next >  to begin installing program files for the selected features. Separate installers will be run automatically as needed for the QuickBooks Foundation Class Library (QBFC), the RDS server, and the RDS client.
  7. Click  Finish  to exit the QBFC install or other installers. If you have an older version of the QBFC library that is not being used by Order Transfer, you will be asked if you want to remove it. You can remove the library if you have no other QuickBooks integrated applications that might be using it.
  8. Click  Finish  to exit the Order Transfer installer.
  9. If Order Transfer 3.0 is newly installed, a short setup wizard will begin next. Click  OK  to start.
  10. The setup wizard will guide you in performing the following initial configuration steps:
    1. Set up a connection to ShopSite (if none are set up currently)
    2. Select a default transaction type for ShopSite orders
    3. Grant access permissions to your company file
    4. View/edit transaction settings in Preferences
    See Configuring Order Transfer for details on steps (a) and (c).
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How to Upgrade your Version of Order Transfer

Unlike previous versions of Order Transfer, version 3.0 does not upgrade or replace an earlier version, but stands alone as a separate application. You can have both versions of the software installed concurrently and you can run either one. If you have Order Transfer 2.0 installed, the 3.0 install will copy most of the 2.0 settings over to 3.0 so you won't have to re-enter them.

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