How to Transfer UPS WorldShip 2014 to 2017

If you are currently using UPS WorldShip 2014, it may be time to consider upgrading to the latest version, UPS WorldShip 2017. This upgraded version comes with new features and improvements that will enhance your shipping experience and make it more efficient. However, upgrading your system can be an intimidating task, especially if you are unsure of the process. In this article, we will guide you through the complete process of transferring your UPS WorldShip 2014 to 2017, step by step.

Why Upgrade from UPS WorldShip 2014 to 2017?

Before we dive into the transfer process, it’s important to understand why upgrading to UPS WorldShip 2017 may be a good decision for you. The new version comes with features such as enhanced address validation, improved label printing options, and streamlined order processing that will speed up your shipping process. Moreover, UPS WorldShip 2014 is no longer supported, and as such, upgrading to the latest version ensures that you receive technical support from UPS and that your shipping software is kept up to date.

In addition to the features mentioned above, UPS WorldShip 2017 also offers improved reporting capabilities, allowing you to easily track and analyze your shipping data. This can help you identify areas where you can improve your shipping process and save money on shipping costs.

Another benefit of upgrading to UPS WorldShip 2017 is the ability to integrate with other UPS services, such as UPS My Choice and UPS CampusShip. This can provide you with even more options and flexibility when it comes to managing your shipping needs.

Preparing Your System for the Upgrade

Before you begin the transfer process, ensure that your system is ready for the upgrade. Make sure that you have a compatible operating system, and sufficient hard disk space to accommodate the new version. You should also uninstall any previous versions of UPS WorldShip before installing the new version. Additionally, it’s essential to check that all other software that may interact with UPS WorldShip, such as accounting software, is compatible with the new version.

It’s also recommended to back up all important data before proceeding with the upgrade. This will ensure that in case of any unforeseen issues during the installation process, you can easily restore your data to its previous state. You can use an external hard drive or cloud storage to create a backup of your important files and folders. Once you have completed the backup, you can proceed with the upgrade process with peace of mind.

Backing Up Your UPS WorldShip Data

It’s crucial to back up all your UPS WorldShip data before upgrading, in case anything goes wrong during the transfer process. To do this, navigate to the Database Maintenance tab in UPS WorldShip 2014, select Backup Database, and save the backup to an external storage device such as a USB drive or an external hard drive.

It’s also important to regularly back up your UPS WorldShip data to ensure that you don’t lose any important information in case of a system failure or other unexpected event. You can set up automatic backups in UPS WorldShip by going to the Backup Database section and selecting the frequency and location of the backups.

Additionally, it’s a good idea to test your backups periodically to make sure they are working properly. You can do this by restoring the backup to a test environment and verifying that all the data is intact. By taking these steps, you can ensure that your UPS WorldShip data is always safe and secure.

Downloading and Installing UPS WorldShip 2017

After ensuring that your system is prepared and your data is backed up, you can proceed to download and install UPS WorldShip 2017. Go to the UPS website and download the installation file, then follow the prompts to install the software. Make sure to select “Upgrade” when prompted, and follow all the on-screen instructions.

It is important to note that during the installation process, you may be prompted to enter your UPS account information. This is necessary in order to fully activate the software and ensure that you are able to access all of its features. Once the installation is complete, you can begin using UPS WorldShip 2017 to manage your shipping and tracking needs.

Importing Your UPS WorldShip 2014 Data into UPS WorldShip 2017

Once the installation is complete, the next step is to transfer your UPS WorldShip 2014 data to the new version. To do this, launch the new version of UPS WorldShip and go to the Database Maintenance tab. Select Restore Database, and choose the backup file you created in step 3. Click Restore, and allow the transfer to complete.

It is important to note that during the transfer process, some data may not be compatible with the new version of UPS WorldShip. In this case, you may need to manually enter the missing information or contact UPS customer support for assistance.

Additionally, after the transfer is complete, it is recommended to review and update your shipping settings and preferences in the new version of UPS WorldShip to ensure that everything is set up correctly for your business needs. This may include updating your default shipping options, carrier accounts, and address book entries.

Configuring the New UPS WorldShip Settings

After importing your old data, you will need to configure the new UPS WorldShip settings to match your preferences. Go through each tab in the settings menu and ensure that all information is updated, such as your shipping preferences, billing method, and printing options.

It is important to note that some settings may have changed in the new version of UPS WorldShip, so it is recommended to review each tab thoroughly. Additionally, if you have any custom settings or macros, you will need to recreate them in the new version.

Once you have finished configuring the settings, it is a good idea to test a few shipments to ensure that everything is working properly. This will help you catch any errors or issues before you start using the software for all of your shipments.

Troubleshooting Common Issues During the Transfer Process

The transfer process can be a bit tricky, and some issues may arise. Common issues include incorrect data transfer, printing issues, and software conflicts. If you encounter any problems, consult the UPS WorldShip knowledge base or contact UPS technical support for assistance.

One additional issue that may occur during the transfer process is a loss of internet connection. If your internet connection is lost during the transfer, the process may be interrupted and incomplete data may be transferred. To avoid this issue, ensure that your internet connection is stable and strong before beginning the transfer process. If you do experience a loss of internet connection, try restarting the transfer once your connection is restored.

Testing Your New UPS WorldShip System to Ensure It’s Working Properly

It’s essential to test your new system to ensure that everything works correctly. Create and process several test shipments to ensure that all your settings are correct, and check that your label printing is set up correctly. Make sure to test every aspect of the system so that you can identify and address any issues before using the system for live shipments.

Another important aspect to test is the integration of your WorldShip system with your existing business software. Ensure that the system can import and export data seamlessly, and that it can communicate with your other software without any issues. This will help to streamline your shipping process and avoid any delays or errors.

Finally, it’s important to train your staff on how to use the new system effectively. Provide them with comprehensive training on how to create shipments, print labels, and troubleshoot any issues that may arise. This will help to ensure that your shipping process runs smoothly and efficiently, and that your customers receive their orders on time.

Best Practices for Maintaining Your New UPS WorldShip System

Now that you have successfully transferred your UPS WorldShip 2014 to 2017, it’s vital to maintain the system to ensure that it continues to operate optimally. Regularly check for software updates and install them promptly, maintain your UPS WorldShip and other software configurations, and ensure that you follow the UPS WorldShip usage guidelines to avoid any errors. Doing this will ensure that your UPS WorldShip system continues to serve you well.

In conclusion, upgrading your UPS WorldShip 2014 to 2017 is essential to ensure that your business is running at optimal efficiency. By following the process outlined in this article, you can transfer your data seamlessly and enjoy the enhanced features that UPS WorldShip 2017 offers. It may seem intimidating at first, but with careful preparation and patience, the transfer process can be completed without any issues.

Another important aspect of maintaining your UPS WorldShip system is to regularly back up your data. This will ensure that you don’t lose any important information in case of a system failure or other unforeseen circumstances. You can set up automatic backups or manually back up your data on a regular basis.

Additionally, it’s important to train your staff on how to use the UPS WorldShip system effectively. This will not only ensure that they can use the system efficiently but also reduce the risk of errors and delays in your shipping process. You can provide training sessions or access online resources to help your staff become proficient in using the UPS WorldShip system.