Preparing to Upgrade

You must install the following packages before upgrading PSA – Accounting Connector to Summer 2024:

Accounting Summer 2023 or newer
PSA Summer 2023 or newer
ClickLink Spring 2019 or newer

Some of these packages are themselves dependent on other packages and might have specific upgrade steps that you must perform. For more information, see the following:

Introduction
Introduction
"Getting Started with ClickLink", available in the Certinia Community.

Concepts

Upgrading PSA – Accounting Connector

Tasks

Installing Managed Packages

Upgrading to PSA – Accounting Connector Summer 2024

Adopting Enhanced Mode

Preparing to Upgrade

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