How Do I Prepare for Purging My Link My Books Account and Reconnecting Sales Channels?
If you plan to delete (purge) your Link My Books account to connect it with a new accounts package or subscription, it is important to follow specific steps to ensure smooth data management and avoid issues during reconnection.
Preparation Steps Before Purging Your Account
Send All Necessary Settlements: Ensure that all settlements are finalized and sent from your existing account up to the required date. This will prevent loss of important financial data.
Export Relevant Data: If you have used features like product costs or product groups in your current account, export this data as CSV files for safekeeping.
Take Screenshots of Mapping Settings: To simplify the setup when reconnecting with a new account package, take screenshots of your current mapping configurations. This can save time and effort during reconfiguration.
Reconnecting Sales Channels After Purge
Add New Sales Channels to Your Subscription: Once your sales channels are purged, you can add the required channels under the ongoing subscription. Ensure you invite appropriate users, if applicable, to complete the connection process.
Avoid Duplicates: The system will not recognize duplicates for new channels post-purge, meaning reconnection processes will proceed smoothly without intervention.
By following these instructions, you can manage purging and reconnection processes efficiently and avoid complications with lost data or duplicate entries.
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