Autoship 4 Update Guide

Step 1: Backup your site

Make a complete backup of your site including all site files and the database. Do not skip this step.
Pro-Tip: If you’re unpracticed with backups spend a few minutes on this great “how to” doc by WooCommerce!
How to Update Your Site

Step 2: Update the WC Autoship Plugin

It’s critical that you first update the WC Auto-Ship Plugin to Version 3.2.2 before updating to version 4.0.
This step will ensure that all Autoship Data will migrate to the new version of Autoship and WooCommerce.

 

Deactivate and Delete Autoship Payment Gateway Plugins

 

Update the WC Auto-Ship Plugin to Version 3.2.2

 

 

 

Step 3: Deactivate and delete WC Autoship Plugins

Important: Follow the steps below in order!

1: Navigate to the Plugins page in the WP Admin Dashboard.

2: Deactivate and then Delete all WC Autoship Payment Integration plugins including:

  • WC Autoship Authorize.net Payments
  • WC Autoship Braintree Payments
  • WC Autoship Payflow Payments
  • WC Autoship PayPal Payments
  • WC Autoship Stripe Payments
  • etc..

 

Deactivate and Delete Autoship Payment Gateway Plugins

 

Deactivate and delete all Autoship Payment Gateway Plugins

 

 

 

3: Deactivate then Delete all WC Autoship Extension Plugins including:

  • WC Autoship Product Page Options
  • WC Autoship Upsell
  • etc…

 

Deactivate and Delete Autoship Extension Plugins

 

Deactivate and delete all WC Autoship Extension Plugins

 

 

 

4: Deactivate then Delete the main WC Autoship plugin:

  • WC Autoship

 

Deactivate and Delete WC Autoship Plugin

 

Deactivate and Delete WC Autoship Plugin

 

 

 

4: Delete all Autoship Pages including:

  • Autoship Menu
  • Autoship Schedules
  • Autoship Shipping
  • Autoship Billing

Once deleted, delete these pages permanently from ‘Trash’

Pro Tip: You may need to remove these pages from any menus they appear on. The ‘My Account’ page will show Autoship automatically on the tab “Autoship Schedules” once the WC Autoship 4.0 plugin is installed and activated with WooCommerce 2.6.

 

Delete Autoship Pages

 

Delete Autoship Pages and Delete Permanently from Trash

 

 

 

Step 4: Update the WooCommerce plugin

You should not have any WC Autoship plugins installed on your site at this point. You will need to upgrade WooCommerce before installing WC Autoship 4.

  1. Navigate to the Plugins page in the WP Admin Dashboard.
  2. Update the main WooCommerce plugin to version 2.6
    • WooCommerce
  3. Follow the instructions from WooCommerce to complete the upgrade.
  4. Set up WooCommerce Shipping Zones. Shipping has been completely revamped in WooCommerce 2.6 and you will be required to setup Shipping Zones.
Update the WooCommerce Plugin

 

Update the WooCommerce Plugin

 

 

 

Step 5: Upgrade your license keys

  1. Log in to your account.
  2. Click “View Licenses” for your WC Autoship purchases.
  3. Click “Upgrade License” on all relevant downloads. Upgrades are available for the software below:
    • WC Autoship
    • WC Autoship PayPal Payments
    • WC Autoship Payflow Payments
    • WC Autoship Authorize.net Payments
    • WC Autoship Stripe Payments
    • WC Autoship Braintree Payments
  4. Download your new plugins and install them on your WordPress site.
Upgrade Autoship License Keys

 

Upgrade Autoship License Keys

 

 

 

Update the WooCommerce Plugin

 

Click the prompt to configure the WC Autoship Plugin

 

 

After installing the WC Autoship plugin, click the prompt that displays “WC Autoship requires additional configuration”.

 

Step 6: Migrate Autoship customer payment data

If you have autoship payment data for existing customers, follow the steps below. Otherwise, skip this step and go to Step 7.

  1. Locate your payment gateway integration.
  2. Download the appropriate payment migration plugin for your site.
  3. Install the plugin and follow the instructions in your WP Admin Dashboard.
  4. After following the plugins prompt to migrate, you can remove the plugin. Clicking its prompt again doesn’t perform any further action.
Migrate Payment Plugin Data

 

Install the Migration Plugin for Your Gateway(s)

 

 

 

Note: Migrated payment tokens may display strangely (Credit card ending in “XXXX”) but will still work properly. The lack of detail is only due to descriptive payment details not being available after the payment has been tokenized. Newly entered cards will show the proper descriptive information.

Step 7: Test your upgrade

  1. Add an Autoship item to the cart.
  2. Complete the checkout process to create a new order.
  3. Navigate to My Account > Autoship Schedules. You should see your new Autoship Schedule in the list.
  4. Make several changes to your Autoship Schedule to confirm that it is working properly.