WineDirect > Commerce7 Onboarding Overview

High-level look at the Onboarding Process & Timeline

This article provides a general overview of the onboarding process and timeline. Please note that the specifics may vary based on your individual situation, and your Onboarding Specialist will provide detailed communication throughout the process.

General Overview

Timeline & Support: The onboarding process typically takes 6 to 8 weeks, though this may vary depending on your specific needs. We recommend to launch at least 2 weeks prior to your next club processing. Throughout the process, you'll have a dedicated Onboarding Specialist to guide you and provide support whenever needed.
Billing: You won’t be billed by Commerce7 until you officially go live. We'll notify you when your Commerce7 billing begins and provide details about your final WineDirect invoice once you’ve launched.
Data Migration: Our team handles your data migration in-house at no cost to you. Your Onboarding Specialist will outline exactly what’s being transferred. We conduct two data migrations: a first migration at the start of your project and a final migration just before launch. Read more below for details.
Website Integration: We’ll connect you with a website design partner to ensure your site is seamlessly integrated with Commerce7- in most cases at no cost to you. If you’re currently using WineDirect CMS, our design partner can assist with new hosting set up, though any associated costs will be your responsibility. Note: if you are working with an existing web design agency and would prefer to work with them to migrate your website, you are welcome to do so at your own cost.

Onboarding Overview

This can vary depending on your specific circumstance.

Phase 1: Kicking off

Web Designer Introduction, First Data Migration, Payment Gateway Set up, Setup Guide

Kick Off call: Establish and commit to a launch date
Introduction to the Setup Guide
Website: Introduction to a web designer
First Data Migration: Our in-house Data migration specialist will reach out to update you on progress after the first migration.
Sign up for your new Payments Gateway

Phase 2: Build

Setup Guide Check-in, C7 Academy, Hardware Orders

Active Payments Gateway
Determine Hardware that will be needed (Printers, payment devices, etc.)
Check- in Call: Review set up & plan for launch
Continue working on the Setup Guide
Train users: C7 Academy
Test (order, integrations/apps, workflows)
Schedule Pre-launch call

Phase 3: Launch

Completed Website, Enable Emails> Go Live, Final Data Migration

Pre-launch call: Final review
Complete the Setup Guide
Final Data Migration: Our in-house Data migration specialist will reach out to you before the final data migrations start and provide details as it gets completed.
Website public facing and pointing to Commerce7
Transactional emails are being sent
Schedule post-launch call

Commerce7 Data Migration Process

Please review the links below for a detailed migration guide. You'll find information on what data is being migrated, what can and cannot be edited, and tips for reviewing migrated data in Commerce7

First Data Migration

After your Kickoff Call with your Onboarding Specialist, we’ll transfer all your data migration components into Commerce7.

While most data will be migrated a second time just before launch, some key data points - are only migrated once and it's important to get familiar with what edits can and can not be made.

Final Data Migration

The final migration includes live data ( such as order, customers and others) and credit cards, ensuring all is up to date for your launch. This process takes place on or as close to your launch date as possible to provide the freshest data.

Completion & Error Handling

Our Data Migration Specialist will notify you once both migrations are complete. If any data errors occur, we’ll send you an email with instructions on how to correct them. You’ll have until the final migration date to make any necessary adjustments.

🔎 Detailed Data Migration Guides

Frequently Asked Questions

Who are the partner Website Designers? Gorilion, Vinbound, WineWorks, 5forests, Vin Agency, WGM, WSI, JMB.
How much will the Data Migration cost? It's free, this is to be covered by Commerce7.
Will I have access to WineDirect Data? Yes, you will have access to WineDirect data for 3 months after launch, you will have to retrieve historical data within WineDirect ahead of time.