Automation Manager is the on-premise gateway utility that runs on your server (or sometimes a PC in the office) that connects to your on-premise accounting system, and imports data into the CRM. It is also the application that confirms Quotes from the CRM into Orders in the accounts system, and (if you have the features enabled) pushes new products and customer ledgers into your accounts system as well.

New versions of Automation Manager are periodically released, which contain bug fixes and improvements to the logging and monitoring functionality. If you have been advised to upgrade Automation Manager, please follow the instructions below or pass these on to your IT team to follow. This process does not result in data loss if proper backups are maintained.

Upgrading will not cause any downtime to your CRM or on-premise accounting system, it will just temporarily stop any integration from running until the installation is updated and import services have been restarted.

Please ensure you run this installer on the server that Automation Manager is already installed and configured on. If you're not sure where this is, please get in touch.

The server may require a restart after installation. You should be able to postpone the restart until out of hours but your imports may not start up automatically until the machine has been restarted.

Please Note: Minimum CRM Version 146 required for this update, you can check your CRM version by clicking "Help" in the CRM and checking the release number in the "What's New" section.

To upgrade to the latest version of Automation Manager, simply download and run the installer on the server where Automation Manager is installed and running, from the button above or by clicking this link.

If you get a Windows Defender or SmartScreen warning, click on "More Info" and then "Run Anyway":

Once the installation begins, you can leave the Options as default, and click Install to begin the update:

The installation process should automatically stop all import services, upgrade the installation, then restart the services. You can see the import schedules and history service runs in the CRM using this report.

If you need to manually start any services that have not automatically restarted, you can do this using the following guide: Managing Your Imports Through Automation Manager.

When working with Prospect Automation Manager, you may choose to uninstall and reinstall the application. This process is straightforward and does not result in data loss, but it is essential to safeguard your custom configurations to ensure a smooth transition.

To avoid losing customizations, it is recommended to back up your Automation Manager Extension deployment files. These files are typically located in the following directory: C:\Program Files (x86)\Common Files\ProspectSoft Shared</code>.

This approach ensures that all custom configurations are retained and you can seamlessly continue operations.