SUPPORT
Tell us where you got stuck.
Email support@thecpgshop.com for help with accounts, calculators, planning tools, remittance reviews, exports, or a privacy request. Include enough context to reproduce the issue, but never send a password or authentication code.
Effective October 2, 2026
What to include
- The email address associated with your account.
- The page or tool you were using and what you expected to happen.
- The exact message you saw and the steps immediately before it.
- A screenshot with sensitive customer, pricing, or account information removed when possible.
Calculator and planning drafts
Calculator and planning drafts are session-only unless a screen expressly says the work is saved. Export a copy before closing or clearing the browser session. If assumptions did not carry into a planning model after sign-in, tell us which calculator and destination model you used.
Remit Reconciler
For a file-reading or reconciliation issue, include the distributor, file type, exact error, and a screenshot with sensitive details removed. Check the source totals and review flagged deductions before using an export. You can reclassify a deduction if its suggested category is not appropriate for your business.
A free account can remember deduction-category preferences for future checks; it does not save the full check or source file. Sign in to the same account on your next upload to use those preferences. Export your review before closing or refreshing the page. Do not attach customer documents to a support email unless support provides a safe way to share them.
PO Converter — coming soon
We’re improving purchase-order recognition before opening the converter. Uploads and PO exports are temporarily unavailable. Previously saved account setup and mappings have not been removed. For questions about prior use, describe the issue without attaching customer documents unless support provides a safe way to share them.
Account Setup and system files
For brand setup, saved catalogs, mappings, invoice numbering, Cin7, or QuickBooks export questions, identify the setup item and export type. Do not send credentials for another service. A generated system file should still be reviewed before you upload it to the destination system.
Access, correction, and deletion requests
Email from the address associated with your account or submitted for Opptx updates, and use a subject such as “Data request” or “Account deletion request.” Include the email address and, if applicable, your workspace or brand name. If you joined only the Opptx list, say so; no account or workspace is required. We will verify the request before changing or deleting stored data.
After verification, we will confirm the request and remove eligible account records, saved assets, or Opptx-list information. Limited records may be retained when required for security, fraud prevention, legal obligations, backup integrity, or to honor an email opt-out. Marketing email preferences can be changed separately without deleting your account.
Security concerns
If you believe an account or business file was accessed improperly, contact support@thecpgshop.com promptly with a concise description. Do not include passwords or authentication tokens. See our Security page for more information.