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Customer and Company Migration in Norce Commerce

Overview

This guide explains how to migrate customer and company data from an existing eCommerce system to Norce Commerce. It covers required setup steps, preparation, the migration process, and related resources. The goal is to ensure a smooth transition and accurate data import.

Prerequisites

Before starting the migration, ensure you have completed the following:

Preparations

Before migrating, gather and review all necessary customer and company data from your old system. Prepare the following information:

  • Company or Organization Information:

    • Unique VAT number
    • Company name
    • Invoice address
    • Delivery addresses
    • Agreements (such as price lists)
    • Delivery or payment terms
  • Contact or Customer Information:

    • Customer name
    • Unique email address
    • Association with company or organization
    • Other personal details as needed
  • Accounts:

    • Generally, user accounts are not imported.
    • It is recommended to notify customers to re-register.
    • If using a third-party authentication solution, this step may be skipped.

How-to: Migrate Customers and Companies

You can migrate customer and company data using one of the following methods:

  1. Excel Import:

    • Format all customer and company data in an Excel file.
    • Use the built-in import function in Norce Commerce to upload the data.
  2. Custom Scripts:

    • Use your own scripts to import data directly via Norce Commerce Connect.

Further Configuration

After migration, review if additional configuration is needed for your business requirements. No extra configuration is required for basic migration, but you may want to:

  • Set up customer-specific price lists or agreements.
  • Configure additional customer attributes or segmentation.
  • Learn about promotions and customer-specific price lists to enhance your setup.
  • Customer pricing

Next Steps

After migrating customers and companies, continue with:

  • Setting up customer pricing and agreements.
  • Configuring additional customer-related features as needed.