Foundation · 2 min
What you need to know
How do I migrate ecommerce customers?
Transfer only required customer fields using a stable identity key, encrypted files, and controlled access. Resolve duplicates and validate addresses, account states and permissions before customer activation.
Which customer fields should be migrated?
Migrate identity, contact and account fields needed for service, plus approved addresses, preferences and business attributes. Exclude unnecessary sensitive or obsolete fields and document each field’s purpose.
How should customer addresses be migrated?
Keep address components separate and map country-specific formats carefully. Validate country codes, postal codes, phone fields and default billing or shipping status without inventing missing values.
How should customer tags and segments be migrated?
Inventory every tag and segment, identify whether it is a stored label or calculated rule and map only those still used. Recalculate dynamic segments where possible instead of importing stale membership.
How should marketing preferences be migrated?
Preserve channel, purpose, status, source and date for each marketing preference. A missing or ambiguous permission must not be converted into consent.
How should consent records be migrated?
Transfer consent evidence with the customer identity, including what was agreed to, when, how and under which notice. Restrict access and reconcile records rejected by the destination schema.
How do I prevent duplicate customer records?
Match customers using approved stable identifiers rather than names alone. Define merge rules, protect conflicting data and route uncertain matches for review before account activation.
A quick store check
Trace one customer with multiple addresses and preferences. Confirm identity, account state, defaults, consent and duplicate handling.
Foundation · 2 min
Frequently asked questions
Should customer records be matched by name?
No. Names are not unique; use approved stable identifiers and review uncertain matches.
Can missing consent be treated as permission?
No. Ambiguous or missing evidence must not become marketing consent.