Small Business CRM Software Upgrade - Import Customer Data from an earlier version

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CRM Upgrade - Import Customer Data from an earlier CRM version

Amphis Customer v3.0 Small Business CRM Software automatically detects if you have the previous version v2.6 installed and asks you if you want to import data from v2.6 into v3.0.

For full details about upgrading from v2.6 to v3.0 please click one of the options below.

Upgrade Amphis Customer standalone installation from v2.6 to v3.0

Upgrade networked Amphis Customer installation from v2.6 to v3.0 (ie client PCs connecting to a shared database on a server)

Tip: If you have moved the v2.6 database or templates/documents from the default location, you will need to copy them back to the v2.6 default location before performing the upgrade.

Tip: If you are using Replication as a back-up strategy, you will need to apply the upgrade to the Master database not a replica.

If you have not upgraded to v2.6 yet, you can install v2.6 and use the following menu option to import data from your current version.

Simply select the menu option relevant to the version you are currently using and your data, templates and documents will be imported into Amphis Customer. Then you can upgrade to v3.0 using the automatic detection.

For more information about Amphis Customer click CRM Software

Once your customer details are in Amphis Customer, you can Create Quotes and Invoices in seconds, set up Reminders to help you get organized eg Quotes and Invoices we need to create.

Amphis Customer supports Sharing Customer Data between multiple PCs

Home Page    CRM Software FAQ    CRM Software Quick Guide    Contact Management Software    Share Customer Data between PCs    Download FREE CRM Software 30 day trial