Frequently Asked Questions

We want to ensure the success of your web portal, both for the initial implementation and ongoing support. While implementation is your responsibility, The Portal Connector provides documentation to assist with this process. Customers also have access to our Customer Success Manager who is here to help ensure a successful implementation and provide assistance if you hit any snags along the way. For customers requiring full resources to handle the entire implementation, this is a service we can offer. Contact Us to discuss in further detail.

Upgrading to the latest version of The Portal Connector involves the following steps:

- Take a backup of all website files and a backup of the database
- Login to The Portal Connector customer portal to download the release file
- Extract the contents of the .ZIP file
- Complete any other required actions, as outlined in the “Breaking Changes” section of the Release Notes

Because The Portal Connector engine is outside of CRM / 365, upgrading your CRM / 365 does not impact your web portal at all. Once the upgrade is complete, you simply need to connect The Portal Connector to the new CRM / 365 instance – no downtime or disruption to your web portal, and no complicated development involved.

Not at all. Upgrading to the latest version of The Portal Connector can be done in just a few easy steps:

- Take a backup of all website files and a backup of the database
- Login to The Portal Connector customer portal to download the release file
- Extract the contents of the .ZIP file
- Complete any other required actions, as outlined in the “Breaking Changes” section of the Release Notes