Upgrade notes
TO3000 7D is designed to install alongside TO3000 5D so you can move your data without replacing the older installation immediately.
Recommended path from TO3000 5D
Section titled “Recommended path from TO3000 5D”- Create a fresh backup in TO3000 5D.
- Install TO3000 7D separately.
- Restore the 5D backup into TO3000 7D.
- Open the restored data and verify the records and workflows that matter to you before you retire the older installation.
A TO3000 5D backup can be restored directly into TO3000 7D.
Earlier TO3000 generations
Section titled “Earlier TO3000 generations”Current setup includes the tools needed for older migration scenarios.
On a fresh installation, the upgrade flow distinguishes between:
- Clean Database — start TO3000 7D without importing data from an earlier installation.
- Get Data from Previous Version — prepare and run the supported migration path from an older installation.
The current upgrade path uses the TO3000 Upgrade Utility and Database Converter where required. The obsolete tabular Data Import Utility is not the supported previous-version migration path.
After restore or conversion
Section titled “After restore or conversion”Restored databases are cleaned so machine-specific registration and file-storage settings from the previous installation are not silently reused on the new computer.
After migration, verify at least:
- clients and contacts;
- jobs and projects, if used;
- invoices and payments;
- templates and reports;
- custom fields, queries, and other local customizations important to your workflow.
Keep the previous installation available until you are satisfied that the migrated data and daily workflow are correct.