Textlocal to Webex Interact Migration

Textlocal is being deprecated 30 November, and replaced by Webex. Aside from some small differences, the Webex UI is an upgraded modern experience, and it is very similar in sending SMS reminders on CleanerPlanner.

You have two options to migrate.

• If you have no funds left in TextLocal, or you have a lot of data such as contacts & templates on your TextLocal account: follow Option 1.
• Option 2 is generally recommended, because Option 2 preserves flexibility to switch between Webex and Textlocal as needed during the transition over the next month. **Spend down your Textlocal credits by end of November.**

Option 1: Migrate Textlocal to Webex

On Tue 14 Oct, Textlocal team emailed migration instructions to all CleanerPlanner customers to enable moving your Textlocal account & SMS credit funds to Webex.

1. Follow the steps in that email from notifications@textlocal.com  to migrate.
   1. Webex's migration process may take a couple hours in the background — you will NOT be able to log into Webex until you get an email from notifications@textlocal.com that "Your Upgrade is Complete"
   2. You can migrate to Webex any time this month — you have time, as Textlocal will remain active until end of Nov
   3. Once you've migrated, you will not be able to send using Textlocal anymore — you must follow Step #2 to use Webex
2. After migrating, send Webex messages from CleanerPlanner following these instructions

NOTE: If you already created a Webex account before, you can still migrate your Textlocal account, as long as the two accounts have different emails:

• To change your email in Webex, click on your name in upper right corner > Webex user profile > login again, then click your email
• If you are unable to do this, you can follow Option 2 below

Option 2: Create new Webex account

Anytime between now and November, create a new Webex account (independent of your Textlocal account).

Then follow these instructions to send messages in your new Webex account.

• Downside: You'll have to manually copy over any of your Textlocal account information to Webex
• Upside: In CleanerPlanner, you'll be able to switch between Textlocal vs. Webex to send messages. Whereas in Option 1, you cannot use Textlocal anymore once you've migrated

Spend down your Textlocal credits by end of November — you cannot manually transfer them to Webex.