Foundation · 3 min
What you need to know
How should discount codes be migrated?
Transfer active codes with their exact eligibility, discount type, limits, dates, customer restrictions and usage history where required. Test stacking and prevent previously used single-use codes from becoming reusable.
Should expired discounts be migrated?
Do not activate expired discounts. Preserve historical references only when orders, finance, or audit need them.
How should gift-card balances be migrated?
Treat each gift card as a financial liability with a unique identifier, remaining balance, currency, status and expiry rule. Transfer securely and prevent redemption in both systems at once.
How should store credit be migrated?
Map store credit to the correct customer with its balance, currency, status, restrictions, and transaction history. Do not convert it into a generic discount code that loses ownership or accounting meaning.
How do I reconcile gift-card liabilities after migration?
Sum opening liabilities by currency, reconcile every migrated card and account, and compare the destination total. Investigate missing, duplicate, negative or unexpectedly changed balances before redemption is enabled.
How do I test promotions after migration?
Test percentage, fixed, free-shipping, product, collection, customer and minimum-spend offers. Include exclusions, date boundaries, usage limits, stacking, and refund behavior.
How should loyalty points be migrated?
Transfer points with a stable customer identity, balance, status, expiry, and enough transaction history to explain the total. Freeze or capture loyalty activity during final synchronization.
How should VIP tiers be migrated?
Map each customer to the correct destination tier and preserve qualification dates, expiry and benefits. Recalculate membership only if the new program rules explicitly require it.
How should referral data be migrated?
Move valid referral codes, referrer relationships, attribution status and earned rewards without reissuing completed benefits. Protect the data from self-referral and duplicate-credit errors.
How should customer segments be migrated?
Recreate rule-based segments from approved definitions and migrate fixed membership only when it remains meaningful. Validate sample customers at segment boundaries.
How do I reconcile loyalty balances after migration?
Compare points and other loyalty liabilities by customer and in total, using balances plus transaction history. Resolve duplicate identities and in-flight earning or redemption events before activation.
A quick store check
Choose one discount, gift card, store-credit account and loyalty customer; test eligibility, balance, redemption and transaction history.
Foundation · 2 min
Frequently asked questions
Are gift cards just discount codes?
No. Gift cards and store credit can represent customer-specific financial liabilities and require stronger reconciliation.
Can expired promotions be imported as inactive?
Only when their history is needed and the destination cannot accidentally reactivate them.