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Upgrade notes

When upgrading from an earlier TO3000 generation:

  1. Back up the existing database in the old version.
  2. Install TO3000 7.1 according to Setup.
  3. Restore or convert data using the supported 7.1 path (confirm in qa).
  4. Verify clients, jobs, invoices, templates, and custom queries/reports.

Upgrade guides that only describe moves to TO3000 3D are intentionally historical. See migrated upgrade topic (REWRITE / historical evidence).