Migrating customer data is essential when transitioning from an old system to Norce Commerce. This guide outlines the necessary steps and considerations for a successful migration.
- Set up the customer model in Norce Commerce.
Before starting the migration process, ensure you have exported the necessary customer data from your old eCommerce system. Typically, you will need:
- Company/Organisation Information: Like VAT number (must be unique), Name, invoice address, delivery addresses, agreements (price lists), delivery or payment terms.
- Contacts or Customer Information: Personal details of the customers, like name, email (must be unique), association with company, etc.
- Accounts: Generally, accounts are not imported. It is recommended to send out a "re-register" notification to customers. Alternatively, if using a third-party solution, this step can be bypassed.
- Easiest is to format all customer data in excel and use the built-in import.
- Or, use your own scripts directly to Norce Commerce Connect.
Download our templates here: (TBD)
- No additional configuration settings are provided.
- Investigate existing resources on promotions and customer-specific price lists to enhance your understanding.