Migrating from APX 1.0 to 2.0 in AbacusLaw by CARET

The Following Article is for AbacusLaw by CARET version 23.35 and higher

Follow these steps to move from APX 1.0 to APX 2.0.

1. When migrating to APX 2.0, PayNow payment requests are deleted and will need to be recreated after APX 2.0 is installed. Select Billing > PayNow for a list of PayNow transactions and make note of any payment requests that need to be reentered.
2. When migrating to APX 2.0, any recurring payments are suspended and will need to be recreated after APX 2.0 is installed. Make a record of any recurring payments that need to be reentered. Here are two ways you can do this:
   1. Select Reports > Billing and run the Recurring Payments List from APX ver 1.0 report.
   2. Select Billing > Recurring Payments > View Recurring Payments and manually record any recurring payments that will need to be reentered.
3. Select File > Setup > Company Preferences. Select the Credit Card Setup Click Migrate to APX 2.0.
   
4. A message appears warning you that PayNow payment requests will be deleted and recurring payments will be suspended, so they need to be recreated once APX 2.0 is installed. Ensure that you have the PayNow requests and recurring payments that need to be reentered recorded (see steps 1 and 2 of this procedure). Click Yes to proceed.
   
5. A message appears indicating that PayNow requests were deleted. Click OK to continue.
   
6. A message appears indicating that recurring payments were suspended. Click OK to continue.
   
7. A message appears indicating that payment methods have been migrated. Click OK to continue.
   
8. A message appears indicating that the APX 2.0 migration process is complete. Click OK.
   
9. On the Company Preferences window's Credit Card Setup tab, Processor is now set to Abacus Payment Exchange 2.0 (APX).