Help Topics Help Topics

Upgrading From Previous Versions of Order History Software

Upgrading From Version 2.x

Please follow the instructions below to successfully upgrade from previous versions of Order History Software.

- Please ensure that a new account has been set-up for you for Order History Software 3 (contact media mount at info@orderhistorysoftware.com)

- In the Help File follow the First Steps information and also the set-up instructions for Mal's E-Commerce and Paypal BEFORE continuing

Backing Up Data from Previous Order History Software

  1. Log-in to Order History version 2 by clicking this link
  2. Click 'Download Past Orders' on the left of the screen
  3. This page enables you to export your order and customer data and also your order status history for a specific time period in either a CSV or XML format. A CSV (comma separated value) file can be opened in e.g. Microsoft Excel and looks like an ordinary spreadsheet
  4. Select a data period of orders to dowload and ensure the screen looks like the following image:


    If your monthly number of orders exceeds 300 (congratulations!) then it is advised you download a month's worth of orders at a time otherwise the process of importing and exporting can take a long while and may crash the system.
  5. Click 'Download' and when prompted save the file to your computer hard drive e.g. My Documents. If downloading multiple files it is advised you rename them for the date periods the files correspond with e.g. Orders March 2005.csv
  6. You will need to do this for both Orders/Customers and Order Status History. Remember to rename each file appropriately e.g. Status March 2005.csv

NOTE: Before importing data into the new version of Order History Software please read the First Steps information and also the set-up instructions for Mal's E-Commerce and Paypal

Import into Order History Software Version 3

  1. Log-in to Order History Software
  2. Click 'Upgrade' at the top of the screen
  3. This screen enables you to import data into the Order History Software system. To import a file you must first upload it.
  4. Click 'Upload Files here' link (also available from 'Setup > Upload Files')
  5. Depending on your file size limit click 'Browse' and find the import CSV file you wish to upload for import and click 'Open' then 'Upload'

    NB: if you open the CSV file, change it and save it in e.g. MS Excel certain formatting options may change and the file may not import correctly. If you need to make changes open the CSV file in Notepad or a simple text editor
  6. When the file is uploaded repeat steps 4 and 5 until all the files are uploaded for both Orders/Customers and Order Status History. ENSURE YOU IMPORT ORDERS/CUSTOMERS BEFORE STATUS HISTORY
  7. Click 'Upgrade' at the top of the screen and click one of the CSV data file that you have just uploaded
  8. Ensure the rest of the screen looks like the one below


  9. Ensure you select the correct Data File Type for the corresponding CSV file
  10. If you want to email your customers their login details select 'Yes' beside 'Email Customer(s) login details?', however, this may confuse customers who have not ordered in a while with their new password. It is advised that 'No' is selected
  11. Click 'Upgrade' and the system will import and process the data. Progress can be seen on the status bar at the bottom-left of the screen.
  12. Repeat steps 9 to 12 for each of the CSV data files.

Change the Existing Customer Order Tracking Page on Your Website

For your customers to view their order status/history from your website a few changes must be made.

1. Open your existing page(s) where the login form is and delete the form(s)
2. Copy this part of the code just before the </head> element

3. Copy this bit of code after the <body> element, wherever you wish the login form to be, and change 123456789 to your own MMCustomerID

To update how the customer views their order history/status please read the main help file

Notes: Please Read

Although the order and customer information and order status history logs will be imported into the new system none of your folders will be imported so you will need to recreate the folders (and status) using 'Setup' at the top of the screen and then assign the orders to the folders.

Email logs are also not imported so you may have to refer back to the previous system to confirm if the email was sent. Orders entered into the system from now on will be logged.