How do I migrate my EasyRoutes settings to a new store?

If you're adding a new store to your portfolio, or migrating from an existing EasyRoutes installation to a new one - for example, when opening a new branch of your existing business to serve a new location - follow the tips below to ensure all of your stores and EasyRoutes installations are configured to offer the same delivery experience. We suggest opening each of your stores in two side-by-side windows or tabs in order to streamline this process and more easily compare their configuration.

Here's a quick list of what you should double-check when migrating to your new setup:

• EasyRoutes Settings: Review each of the EasyRoutes Settings menus to see what’s changed from the default. Pay particular attention to any translation/localization settings that may have been customized, as well as the contents of your customer notifications and order tracking pages, if applicable.
• Route Options: Consult the Route Options page (found to the right of the map on your EasyRoutes Orders page) and update your new store to match any options that have been bookmarked, or configured to values other than default.
• Saved Views: If you've added any route options and/or filters to Saved Views as tabs in your EasyRoutes Orders page, review each of the view tabs and re-create these views in your new store's setup.
• Printing options: If you use EasyRoutes' printing feature, we save the last selected options when you print something. Update your new store's printing settings to match your existing store's, and do a test print to lock these settings in for future use.
• Drivers: Invite/add any existing driver phone numbers that will be performing deliveries for your new store, if applicable.