WineDirect Data Migration Guide

When moving from WineDirect to Commerce7, your data will be imported twice, with a small final update post launch. Your help is needed to make sure the information is accurate. This guide explains what happens in each stage, what you can and cannot edit, and how to prepare.

Preparing for Your Data Migration

Before you data migration begins, there are a couple important steps:

Your Setup Guide checklist has built-in data migration tasks and in-app review flows to make it easy to check your data along the way.
Watch the Commerce7 Academy course on data migration for an easy overview
Review all relevant FAQ’s, Data Hygiene and any other data migration documentation.

Know the Timeline

The First Data Push happens about a week after your kick-off call with your Onboarding Specialist. The first import will capture all forms of data that we import. This date will be discussed during your kickoff meeting, and a date further out can be set if there is data clean up that needs to be completed prior to the data migration. The data team will reach out with a reminder email 3 business days prior to your first migration.
After your first migration is complete, we will send a list of all errors and provide additional clarification if there is a significantly large amount of errors. You are responsible for fixing these errors in WineDirect before the final import. Commerce7 does not change your data for you, but we are happy to provide guidance on how to correct the errors.
The Final Data Push will occur one business day before you launch and will capture any changes and new records that were made in WineDirect since the first import. A reminder email will be sent 3 days prior to your Final import. You will receive a confirmation email after the final data push. You will not receive an email with errors until after the top up/Delta Push which occurs one day after you go live in Commerce7.
A top-up import or Delta Push happens one business day after launch to capture any data that was added or changed in WineDirect between the final import and launch. A final error report list will be sent after the Delta migration is complete.
Once you have received the final error report, you will have 2 weeks to review your final data import. If there are any errors that need to be corrected you will need to contact our data team within that 2 week window.

Data Review, Tips, and Suggestions

Review the “Data Hygiene” guide for common errors and how to fix them.
Decide what to prioritize: if you have errors on thousands of customers but most are inactive, focus on correcting club members, LTV, and frequent buyers.
Avoid turning on data-moving apps (i.e. Mailchimp, Klaviyo, Loyalty Points, Shipment Manager, etc.) until after the final import to prevent duplication or corruption. Please ask your Onboarding specialist or the data migration team if you are unsure when to install an app.
If you want to bring inventory totals into Commerce7, follow the inventory import guide.
If you have a loyalty program and would like your loyalty points brought into Commerce7, please request this with your onboarding specialist and we will be happy to accommodate you.

First Data Migration

About a week after the Kickoff Call, or future requested date if data clean up is needed, Commerce7 will run your first data push. Prior to the first push, we highly recommend you do a first round of data clean up in WineDirect, using the deduping tool in WineDirect. You can watch the Academy course for how to do this, along with other helpful pre-migration tips. Please review the data below that will be imported:

Customers: names, contact info, all shipping addresses on WineDirect profiles, tags, notes, flags, credit cards, and tasks. Tasks are moved over but automatically assigned to the first Admin in Commerce7. After launch, you can reassign them to the correct staff member.
Club Memberships: membership details, hold and cancel dates, billing and shipping notes, assigned addresses(this is the primary address on the club membership), and credit cards. Do not change club names in either system.
Credit Cards: imported for review only during the first migration. You cannot charge customers until after the final import.
Orders: full order history comes over, excluding orders that have errors that need to be fixed. Continue processing orders in WineDirect until launch.
Gift Cards: migrated as virtual gift cards with their balances and codes.

Other non-live data that will be migrated

These Items are imported once during the first migration and not updated later. Please do not change their names until after the final import.

Clubs: You can add content or images, but do not rename your clubs. If you create a new club in Commerce7, you will need to move memberships manually after launch. You can accomplish this by using our Change Club tool in Club > Memberships > Actions.
Products: Your product information will be imported and can be reviewed in Commerce7 by going to your Store > Products and reviewing lines in the Summary tab. Advanced Properties are not imported (i.e. Type, Varietal, Vintage, Country, Region, Appellation). New products must be added to both systems until launch.
- Please note-special characters in SKUs are automatically replaced with a hyphen (-) during import to prevent errors.Please note, special characters in the SKU will cause the product to error during the import. Bundle items will also not be imported into Commerce7.
Collections (Categories): Website Categories are imported, but POS collections or other groupings must be created manually in Commerce7.
Sales Attributes (Order Types): don’t change existing ones, though you can create new ones in Commerce7.
Departments: Don’t edit or delete existing departments until after launch.
Customer Tags (Contact Types): Don’t edit or delete them before final migration.
Pickup & Inventory Locations: Don’t delete these in either system, though you can edit details.

Final Data Migration

The final migration has two steps: The Final Push and Delta Push. The Final Push is run one business day prior to your launch date in Commerce7 imports all updated data from WineDirect. The second step, the Delta or Top up Push is one day after launch. This will bring over anything in the short gap between the first final and launch day. Once your Delta migration has been completed you can freely edit any data on Commerce7.

The following items are included in the Final Import:

Customers
Club Memberships
Credit Cards (they will now be tokenized and ready to be charged)
Orders
Gift Cards
Tasks
Loyalty Points - this is a customer post launch request. Please let our data team or your Onboarding Specialist know as soon as possible if this is a request you would like to make.

Best Practices for Reviewing Migrated Data

Once your migration is complete, it’s important to check everything.

Products: confirm pricing, product type, weights, and availability settings. Check photos (only the main image is imported), descriptions(HTML is stripped), and other attributes (SKU, UPC, alcohol %, volume).
- Tip: Use the review feature to see if your products are setup correctly
Customers: spot-check known customers for accuracy (addresses, orders, memberships, notes).
Orders: Please keep in mind that comparing reporting totals from Commerce7 to wineDirect may not be accurate as there could be uncorrectable errors in WineDirect order data. Spot-check orders for accuracy in items, payments, and notes. Please be aware that Commerce7 reporting is based on the paid date while WineDirect reporting uses the submitted, completed or fulfilled date.
Clubs & Memberships: Confirm that all clubs have been migrated into Commerce7 and that membership counts align, keeping in mind any members with errors that did not migrate. Spot-check members for preferences, addresses, and payment info.
Gift Cards: balances and IDs should match. Cards come in as virtual gift cards, so physical cards with codes still work, but magnetic swipe cards cannot be used.
Please back up your WineDirect data