If you have recently upgraded to Sage BusinessWorks 2017 you will see the message “SAGE EXCHANGE UPGRADE AVAILABLE - The Sage Exchange software has an update that is available for download. To upgrade Sage Exchange, you must first uninstall both “Sage Exchange” and Module SDK” from your computer by using Control Panel. Once you have uninstalled both products, please rerun this setup program and we will auto-start the upgrade process."
You may ask do I need to perform these steps? The answer is yes, if you use the Sage Exchange Vault for credit card processing or storage. If you do not store or process credit cards the upgrade is not required.
If you need to perform the upgrade the steps are outlined below:
Note: During the Sage Exchange Setup Wizard you may see a screen for ‘Transfer Credit Cards and NO CREDIT CARD INFORMATION IS AVAILABLE’. If you are upgrading from V2012 or later, you can disregard this message because the transfer has already been performed. The Transfer process is ONLY used the FIRST time you install Sage Exchange from an older version – V2011 or earlier AND if you are storing credit card numbers on customers. See #32736 “What is PCI/PA-DSS Compliance?” for more information.
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