Moneris Go Retail - Migrating from Payd Pro Plus (PPP)
This article will assist merchants who are migrating from PPP to Go Retail.
Table of Contents
Migrating PPP products to Moneris Go Retail
Export PPP product inventory
Get an inventory count in PPP
Before you begin exporting your inventory, it is a good idea to confirm the number of products in your PAYD Pro Plus databases. This will help you later to confirm that all of your products were exported, and later imported, successfully. Follow the instructions below to get a count of the number of records you export.
- On a PC or laptop, log in to PAYD Administration.
- On the main menu, click Inventory, then click Product list.
- On the Product search results screen, look at the bottom of the screen under the navigation buttons to see the number of products found.
Export inventory data for Moneris Go Retail
To export your PAYD Pro Plus inventory data (product profiles) so that it can be imported into Moneris Go Retail, follow the instructions below.
Note: Do not export while your business is open; perform this task outside of regular business hours.
- On a PC or laptop, log in to PAYD Administration.
- Click the Migration menu option at the top of the screen.
- In the Migration screen, under the Moneris Go Retail section, click the Inventory export button. A confirmation popup appears.
- Click OK on the popup. The export begins.
- When the export completes, you’ll see a notification at the top of the screen (“Migration completed. The file is ready for download.”).
- Click the Download link.
- PAYD Pro Plus downloads a file called Inventory_PPP_to_MGR.csv to your computer’s Downloads folder. Once the file has been downloaded, it is ready to be imported into Moneris Go Retail.
A note about the exported data
Once the data has been exported from PAYD Pro Plus into the CSV files, Moneris advises that you should not edit the CSV files to make changes to their contents/structures. Changes could prevent the exported data from being successfully imported.
Import PPP product inventory into Go Retail
Import your PPP inventory spreadsheet to Moneris Go Retail
Follow the standard instructions for importing multiple products to Moneris Go Retail. Since your PPP products are already in a spreadsheet format, you can skip to the final step, Upload the spreadsheet and fix any errors.
You can also navigate to the instructions by following these steps.
- Access the article called Moneris Go Retail - Managing Products.
- Scroll down to the section "Add multiple products (bulk import)."
- Follow the steps under the topic "Upload the spreadsheet and fix any errors."