Transitioning from the Legacy Portal

The reimagined Customer Portal offers many new features and enhancements designed to improve user experience and provide better support for your business needs. If you’re currently using the legacy customer portal, this guide will walk you through the migration process, ensuring a smooth transition to the new Customer Portal with minimal disruption to your business.

Enabling the 2.0 Customer Portal

The first step of the migration process is enabling the 2.0 Customer Portal. The Portal will not be turned on automatically upon release; you control when your system switches. When you’re ready, go to Administration > Configuration > Customer Portal 2.0. From there, follow this Customer Portal 2.0 guide to configure your portal settings.

Saving the configuration settings

After configuring the 2.0 Customer Portal to your preferences, click Save. Upon saving, Aspire will work to migrate your existing customer portal users and data to the 2.0 Portal. These changes may take up to an hour to be applied across the system. There is no downtime during this period; users visiting the portal URL can use the legacy portal. 

Once changes are applied, the 2.0 Portal interface will be active and ready for use. Existing customer portal users can sign in with their existing portal credentials.

Reverting to the legacy portal

While reverting to the legacy portal is possible, it is highly recommended that you avoid doing so. Aspire will seamlessly migrate user information and data from the 1.0 portal to the 2.0 version; however, the 2.0 Customer Portal does not support a backward migration flow. This means any new user accounts created or password changes made in the 2.0 portal will not be migrated to the legacy portal. Reverting to the legacy portal after the 2.0 portal has been in use can result in customer access issues and compromise the user experience. 

Invitation process

The invitation process remains unchanged. Your customers will continue to receive email invitations from within Aspire. Contacts who are already customer portal verified will not require reinvitation to access the portal. To check the verification status of a contact, you can add the "Customer Portal Verified" field to the contact advanced search display. This allows you to easily determine whether a contact has registered for the portal or not.