TaglessCRM Upgrade Guide

NOTE: If you don't use Google Ads Offline Click Conversion and Customer Match in TaglessCRM, there is no need to upgrade.

  1. Upgrade preparation

    • Please choose a maintenance time windows in your organization for the upgrade. It might need 1 hours for finish all the upgrade tasks.

    • Since the upgrade requires a new data format and configuration, please backup your existing data and configuration first.

    • After upgrading, please re-configure Google Ads Offline Click conversion and Customer Match. Please see section 6 for detail.

  2. Click on the Cloud Shell Icon in the top right corner of the page to open the GCP command line.

  3. Run the following command in the shell to clone the TaglessCRM source repo.:

    If the TaglessCRM source repo doesn't exist:

      git clone https://github.com/google/TaglessCRM.git

    If the TaglessCRM source repo exists:

      cd TaglessCRM
  git pull

  4. Navigate to Composer in GCP. If there are multiple composer instances, locate the row that contains the instance to upgrade.

    Copy the bucket name.

  5. Run the following command in the shell to upgrade the TaglessCRM instance

      cd TaglessCRM
  ./upgrade_tcrm_components.sh copied_bucket_name

  6. Configuration the Google Ads Offline Click Conversion and Customer Match.