If you need help adding products to your website or store, Corksy Complete can help!
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Your Data Migration
Moving your data from your current system into Corksy. Remapping fields and conducting a data “clean up”.
Your current system & Corksy do not organically have ave a 1:1 match. Here is where we will create the 1:1 match.
Steps to mapping your data
Phase 1 - Corksy will download your data from your current system
Phase 2 - Corksy will map and clean your data, based on historic client data models
Phase 3 - We will present the data to you, and discuss unique instances about your business and data fields
Onboarding team vs Migration Team
To streamline your migration, we will keep the following practices separate between our onboarding and migration teams.
Onboarding goals
Set up your Corksy account
Connect your domain and payment processor
Set up shipping rates
Set up discounts
Build club packages
Learn how to navigate Corksy
Understand how to create or modify your website
Terminal Conection
Migration goals
Export date from your current system
Map and clean the data
Upload products, club members, customers, orders, and products to your new Corksy account
Initiate your payment migration
Communication with your current system > moving to Corksy
Match card data to customer data
Re-pull most recent data before going live
Send account creation email with migrated data
Timeline of Migration
Step 1: Provide Corksy with current system login credentials
Duration: Dependent on response of client
Step 2: Corksy to export data and clean
Duration: 2 week turn around time
Client & Corksy to connect on the data. Client to provide changes or comments
Corksy to make data changes
Kick off the payment migration
Duration: 2-3 weeks. Depending on response from current software provider and current payment processor
Application approved (Elavon or Stripe_
Connect your current software + current payment provider + Elavon or Stripe to migration card data and tokinize
Corksy to ingest and map the card data
Duration: 2-3 days
Build account creation email
Duration: 2-3 days
Corksy to re-pull most recent data before the client’s go-live data in Corksy
Duration: 2-3 days
Upload data into your live Corksy account
Go live!
Data Upload : Terms and Conditions
All clients will receive a data disclosure and detailed documentation about credit card migration from clients current CRM software and clients current payment processor into Corksy.
Corksy will work diligently with the client to export, clean, and map all data fields from the clients current CRM software, into the Corksy platform. We will map all fields that we are able to import based on the structure of our platform. We do not guarantee 100% data transfer as our platform is structured and operated in a way different than your current software provider. For this fact, we cannot upload all data with a 1:1 match.
Before any data is uploaded, Client & Corksy will connect on data and make necessary changes. All changes will be transparently reported.
Corksy to upload data to a testing account where client can make further changes
Visually see your data in the Corksy environment and provide other changes or comments
Once the client sign off and approve the testing account, we will not make changes.
If you want to make further changes after the testing account was approved, you will have make changes manually
For more detailed information, please view the article here.
Account Creation Email
The account creation email will be sent to all club members where they can verify their migrated data.
Migrated Club Data includes
Shipping addresses
Billing addresses
Club Tier
Club Status (active, paused, canceled)
Ship or pickup preference
Migrated Club Card Data includes
Credit cards number
CVC code
Expiration Date
Members will receive a magic link in the account creation email where they can set up their new club member Corksy account. This includes:
Set your password
Confirm shipping info is up-to-date
Confirm billing info is up-to-date
Confirm card details
Edit shipping, billing, or card info, if needed
We will coordinate with you once the migration process is complete and we are ready to create this email draft
At this point, we need your domain connected to Corksy or the exact name of your URL
The copy of the email will be editable by the client
Data Migrations: Expectations - What is migrated
Our systems operates and links data differently than your current system. Here are all items that our system is able to migrate.
Order History
All order history is migrated. You may clean/remove old records
Order history will be visible in customers accounts through POS, Admin, and customer account
SKU data included in read-only format, for 3 year of history.
If orders do not have a customer ID attached, AKA Guest Orders, we will assign 1 universal guest ID to 1 customer record
Or you can choose not to migrate them
Migrated order status can only be changed from Unfulfilled to Fulfilled
Customers
All customers are exported
We will identify and create a plan for duplicate emails + accounts
Missing birthday, we will enter 1/1/2000 unless client manually changes them
Missing first name, we will enter “Guest”
Missing last name, we will enter “Customer”
Birthday over 100 or under 21, we will enter 1/1/2000
Missing email, we will put guest1@winery.com, guest2@winery.com
Or you can choose not to migrate them
We need to assign everyone a customer ID so if customer number is missing, we will assign randomly 100, 200, 300, 400
Email opt-in status (unless attached as a note)
Wine Club / Subscriptions
All club members are exported
Club Status
Order Delivery Method (pickup/ ship)
Signup Date / Cancel Date
Cancellation Reason
Notes
Club Details
Primary shipping and billing address for CLUB and CUSTOMER account will be the primary shipping address from your old system
Multiple addresses from order history will be uploaded however, multiple addresses from customer or club accounts will NOT be migrated
Products
All products will be migrated. You may indicate those to keep / delete
With 2 weeks of unresponsiveness, we will only upload products live on your current site
Customer tags
Reservations
If reservation data was treated like a SKU in your old system, this will be migrated
However, we will not indicate tasting vs. product purchase
Payment Migration
Club member and customer card data
Card address is migrated from your old system, not from the payment processor
Account Creation Email
We can send to any member active, paused, or canceled
The template design is fixed but copy and images can be changed
Client has the ability to edit, change, or correct all migrated data.
Data Migrations: What is not migrated
Our systems operates and links data differently than your current system. Therefore, there are things we are and are not able to migrate during this transition.
Order History
Order notes (this data is not exportable)
Actual Pick Up Date & Ship Date. If different than Fulfilment Data, Future Pick Up Date & Ship Date
Order SKU data, older than 1 year. All other orders will display order subtotal, shipping, tax, & discounts
SKU data will not be shown in customer accounts but will be visible in Admin and POS
Migrated orders will not be show in Corksy reporting. Only orders made through Corksy
Orders status can be changed from Unfulfilled to Fulfilled but we cannot process outstanding payments from old processor
Migrated orders cannot be edited or refunded (due to old CC processor - no card data is attached to migrated orders)
Email notifications will not be generated on migrated orders
You must process payment all your outstanding orders in your old system
Shipping cannot be fulfilled through Corksy on migrated orders
Order types in Corksy may differ from order types in your old system
We will change all order types to our mapping: POS, Wine Club, E-Commerce, Admin Portal, Manual
Client will provide the mapping
All other old order types will be lost if not mapped
Wine Club / Subscription
Shipping preference (FedEx, UPS)
Products
Inventory
COGs
Product Images
Collection sor other groups
Bundles
Product types in Corksy may differ from order types in your old system
We will change all product types to our mapping: Wine, Merchandise, Food, Apparel, Other
Client will provide the mapping
All other old product types will be lost if not mapped
Customers
Duplicated names (accounts) will not be cleaned, only duplicate emails
Client may provide us with instructions on how to clean up duplicate accounts with different email address
Multiple email addresses
Spouce Information
Username & Password
Customer details: Primary shipping and billing address for CUSTOMER account will be the primary shipping address from your old system
Multiple addresses from order history will be uploaded however, multiple addresses from customer or club accounts will not be migrated
Payment Migration
Multiple cards (depending on payment processor)
Card address is migrated from your old system, not from the payment processor
Account Creation Email
We cannot send to non-members
We cannot change the design layout or template
Other
Discounts
Reservations - If reservation data was treated like a SKU in your old system, this will be migrated. However, we will not indicate tasting vs. product purchase
Shipping settings
Reports exported to Excel will not include migrated orders
Unique Cases: Are you splitting your data?
Corksy is unique as we are able to split your accounts or brands into separate accounts, while sharing a common customer database. In these cases, the following risks apply:
Customers
All migrated customers will be shared between two accounts
We will not split customers between accounts
Club memberships will not be shared between accounts. Unless otherwise noted
Customer tags, addresses, email, and other info is shared
Client is responsible for splitting the customer club data between the two accounts during the data migration
If a customers is part of two club across different stores, they will see the club of both stores in their e-commerce account
Orders
Migrated order history will be uploaded across both accounts
Migrated SKU history will be uploaded across both accounts, up to 1 year
Subsequent orders in Corksy will not be shared between both accounts. Only customers are shared.
If migrated order status is changed in 1 account, it will not be reflected in the other
Risks
Customers or club members could be duplicated
Client is responsible for verifying that the split data for each account does not include duplicates
Duplicated accounts may exist if customer has more than one email
Our team can only clean duplicate emails
Client is responsible for cleaning other duplicated accounts
If you continue using your current system after our agreed upon go-live date, we are not responsible for order status changes. You must manually update these in respective accounts.