Learn how to review, clean and audit data coming from WineDirect into Commerce7
Scope of work from Commerce7
Commerce7’s data migration team will transfer your WineDirect data exactly as it exists on the dates of the first and final imports. It is the winery’s responsibility to review and clean up data in WineDirect before those dates, as well as to correct any errors that arise from the imports.
Commerce7’s data migration team will copy your data as it is, but they won’t be able to assist with cleanup, merging, or restructuring. Commerce7’s data migration team will transfer your WineDirect data exactly as it exists on the dates of the first and final imports. It is the responsibility of the winery to work on your data in WineDirect before those dates and to correct any errors that result from the imports.
Pre-import data hygiene actions
There are actions customers can take before the 1st import to either get their data set up for an import or let them know how much data will need to be backed up or manually transferred.
Customer contact information
The best report to start with to check customer data is the Contact List report, article on that here. Navigate to the report, click on [Manage Filters] and remove the defaults by clicking on the [X] button, then set the date range from 2000 to today’s date (this is looking at the account creation date), then click [Export]. Once the report has downloaded, open the report in your spreadsheet program of choice.
What to look for:
- Missing or blank email addresses
- Invalid email addresses (emails missing domain/@email.com, for example)
- Duplicate email addresses (highlight the column in Excel, choose Conditional Formatting, set to highlight Duplicate records or use the DeDupe Tool in WineDirect).
- Birthdates that are less than 18 or 21 (depending on region) years ago
- Missing or invalid zip codes (for US customers)
- Missing or invalid province codes (for Canadian customers)
- Invalid Country codes
How to fix issues:
- Navigate to the specific customer account and make updates there.
- Instruct your customers to log into their account and make updates on their end.
- Use the Customer Importer tool, article here, to update existing customer accounts. NOTE: This tool can cause major issues with your customer data if used incorrectly. Make sure to test your uploads on our Staging environment here before making any changes to your live data.
Customer Club Data, Credit Card Data, and Club Shipping Addresses Data
The best report to find club membership data is the Club Members report: article on that here. Navigate to the report, click on [Manager Filters], and set the filters to the membership types and statuses you’re concerned about (for instance, if you aren’t concerned with cancelled memberships you can uncheck the Cancelled statuses), then click [Export]. Once downloaded, open the file in your spreadsheet program of choice.
What to look for:
- Valid physical addresses for shipping customers
- Signup/cancellation/hold dates that are later than January, 1980
- Missing or invalid credit cards
- Missing or invalid (expiration year greater than 2100) expiration dates
How to fix issues:
- Navigate to the specific customer account and make updates there
- Instruct your customers to log into their accounts and make updates on their end
Other customer shipping addresses
Shipping addresses not assigned to club memberships do not have a central report to view. The best action to take if there’s any concern over individual customer’s would be to pull up that customer’s account in WineDirect and navigate to Manage Shipping Addresses.
What to look for:
- Missing or invalid street addresses
- Missing or invalid state/province codes
- Missing or invalid country codes
- Missing birthdates, or birthdates less than 18 or 21 years ago (depending on region)
How to fix issues:
- Navigate to the specific customer account and make updates there
- Instruct your customers to log into their accounts and make updates on their end
Order data
There are several order and sales reports to use to find individual orders in the WineDirect system. Two reports that work well are the Order Detail, article here, and Payment Gateway, article here, reports.
What to look for:
- Missing SKUs
- Subtotals not matching the total columns after adding tip and tax
How to handle issues:
- Order data cannot be updated, so use the Order or Financial reports to back up your order data
Product data
The best way to get a list of your current products is through the Product Exporter tool, article here. After exporting the list of products, open them in your spreadsheet program of choice.
What to look for:
- Event tickets that are missing event dates - adding valid dates to existing event tickets will allow them to import
- Product photos: We import only the main product image. If it's not in Commerce7, ensure the WineDirect image URL is valid and publicly accessible (no authentication). We support only one image domain, chosen based on a random product image URL - multiple image domains are not supported.
- Duplicate SKUs
- Variants with prices less than 0
How to fix issues:
- Navigate to the specific products and make adjustments there.
- Use the exported list to make changes and then upload them back to your site through the Product Importer tool, article here. NOTE: This tool can cause major issues with your product data if used incorrectly. Make sure to test your uploads on our Staging environment here before making any changes to your live data.
Gift card data
The main issue with gift cards is the length of the gift card ID number. You can navigate to the Gift Cards section, article here, and view the IDs on that page. Make sure that gift card IDs contain 8 or fewer characters.
Data objects and error definitions
Product
|
Error |
Definition |
Resolution |
|
eventTicket/eventDate: must be a string |
Event Ticket product does not have an active date |
Manually enter the products in Commerce7 |
|
There is an issue resizing your product images |
Product photo sizes were outside the bounds of our import tool |
Manually enter the products in Commerce7 |
|
variants[0].sku: SKU is not unique |
SKU ID is duplicated |
Manually enter the products in Commerce7 |
|
variants[0].costOfGood: must be >= 0 |
Cost of goods needs to be greater than zero or deleted and left blank |
Manually enter the products in Commerce7 |
|
variants: must NOT have fewer than 1 items |
Manually enter the products in Commerce7 |
|
|
Request failed with status code 502 |
Manually enter the products in Commerce7 |
|
|
variants[0].price: price must be greater than zero |
Manually enter the products in Commerce7 |
|
|
Could not map ClubPrePay product type |
Manually enter the products in Commerce7 |
|
|
variants[0].alcoholPercentage: must be <= 100 |
Manually enter the products in Commerce7 |
|
|
Product of type Event Ticket is not activated in Settings |
Manually enter the products in Commerce7 |
Customer
|
Error |
Definition |
Resolution |
|
birthDate: Customer must be at least 18 years old. |
Customer’s birthday is less than 18 years in the past |
Update the customer’s birthday to be more than 18 years in the past |
|
birthDate: Customer must be at least 21 years old. |
Customer’s birthday is less than 21 years in the past |
Update the customer’s birthday to be more than 21 years in the past |
|
countryCode: must be equal to one of the allowed values |
Must match the two-letter ISO code found here |
Update the customer record with the appropriate 2-letter code |
|
Invalid email format |
An email address that is improperly formatted |
Update the email address to a valid format |
|
Request failed with status code 502 |
||
|
At least one email is required |
The customer does not have a valid email address on file |
Add a valid email address to the customer’s account |
|
stateCode: invalid province |
The provide code on the customer profile is not valid |
Update the customer profile to have a valid province code |
|
zipCode: Please enter a valid postal code (such as V0V0V0) |
The postal code on the customer profile is not in a valid format |
Update the customer profile to have a valid postal code |
|
stateCode: Invalid state code |
The state code in the customer profile is not in a valid format, or it is a state code entered for a non-US address |
Update the customer profile to include a valid state code |
|
zipCode: Please enter a valid zip code (such as 12345 or 12345-1234) |
The zip code on the customer profile is not in a valid format |
Update the customer profile to have a valid zip code |
|
TagXObject does not exist |
||
|
zipCode: must NOT have more than 10 characters |
The zip code on the customer profile has too many digits |
Update the customer profile’s zip code to be a valid format |
|
Unknown country:[XX] |
Country on the customer profile is not a valid 2 character country code |
Update the customer profile to have a valid country code |
customerAddress
|
Error |
Definition |
Resolution |
|
stateCode: Invalid state code |
The two-letter state code does not match valid state code formatting (E.G. CA, WA, AZ) |
Update the customer record to have a valid two-letter code |
|
address: required |
The customer is missing a street address |
Update the customer record with a street address |
|
city: required |
The customer is missing a city record |
Update the customer record with a city record |
|
stateCode: required |
The customer is missing a two-letter state code |
Update the customer record with a two-letter state code |
|
zipCode: required |
The customer is missing a valid zip code |
Update the customer record with a valid zip code |
|
Customer does not exist |
The customer account was not imported, likely due to an error |
Find the respective customer account ID number in the Customer errors file and resolve the customer account issue |
|
birthYear: Must be at least 21 years old. |
The birthdate in the customer shipping address is not more than 21 years ago |
Update the customer shipping address with a birthday greater than 21 years ago |
|
lastName: contains invalid characters for a name |
Special characters are not importable |
Update the customer record to remove special characters |
|
firstName: contains invalid characters for a name |
Special characters are not importable |
Update the customer record to remove special characters |
|
zipCode: Please enter a valid zip code (such as 12345 or 12345-1234) |
The customer address does not have a valid zip code ID (too long, too short, contains letters or special characters) |
Update the zip code to be a valid zip code ID |
|
birthYear: Must be at least 18 years old. |
The birthdate in the customer shipping address is not more than 18 years ago |
Update the customer shipping address with a birthday greater than 18 years ago |
customerCreditCard
|
Error |
Definition |
Resolution |
|
cardNumber: Invalid Credit Card Number |
The customer does not have a valid credit card |
Have the customer provide a valid credit card |
|
Customer does not exist |
The customer account was not imported, likely due to an error |
Find the respective customer account ID number in the Customer errors file and resolve the customer account issue |
|
expiryYr: must be <= 2100 |
The expiration date is invalid |
Update the record with a new card or with a new expiration year less than 2100 |
clubMembership
|
Error |
Definition |
Resolution |
|
Customer Address does not exist |
The customer shipping address was not imported, likely due to an import error |
Find the respective customer account ID number in the Customer Shipping Address errors file and resolve the customer account issue |
|
Customer Credit Card does not exist |
The customer credit card was not imported, likely due to an import error |
Find the respective customer account ID number in the Customer Credit Card errors file and resolve the customer account issue |
|
Customer does not exist |
The customer account was not imported, likely due to an error |
Find the respective customer account ID number in the Customer errors file and resolve the customer account issue |
|
Request failed with status code 502 |
||
|
Request failed with status code 504 |
||
|
signupDate: should be >= 1980-01-01 |
The club member sign up date is too far in the past |
Update the club membership record with a date after 1980 |
|
signupDate: Signup Date must be less than now |
The signup date is in the future |
Update the club membership record to have a signup date before today’s date |
giftCard
|
Error |
Definition |
Resolution |
|
code: must NOT have fewer than 8 characters |
Manually re-enter the gift card in Commerce7 |
Order
|
Error |
Definition |
Resolution |
|
items[n].sku: required |
The order line item is missing a SKU ID |
Back up order history data through the Order or Financial reports |
|
orderPaidDate: Paid Date must be equal or greater than submitted date |
The Submitted Date on the order is a later date than the Completed Date |
Back up order history data through the Order or Financial reports |
|
amountTendered: amountTendered needs to match order total |
There is a mismatch from how much money was reported as collected versus how much the total of the sale was |
Back up order history data through the Order or Financial reports |
|
fulfillments[0].items[0].quantityFulfilled: must be >= 1 |
Back up order history data through the Order or Financial reports |
Inventory
|
Error |
Definition |
Resolution |
|
Product Variant does not exist |
Unable to find the SKU for the product variant |
Ensure the SKU exists in both WineDirect and Commerce7 |
Note
|
Error |
Definition |
Resolution |
|
Customer does not exist |
The customer account was not imported, likely due to an error |
Find the respective customer account ID number in the Customer errors file and resolve the customer account issue |
|
Order does not exist |
The order was not imported, likely due to an error |
Orders cannot be updated, so back up the Notes related to orders |