Overview
This article explains how to migrate customer data to Emersion.
What is "Account Data" Exactly?
Accounts (Customers) are the first objects that needs to be migrated into Emersion. Without accounts, you can't bill the customer. In this context, the term accounts data includes the following:
- Account information
- Meta data related to billing (their preferred invoice method, their start date, and other mandatory fields)
- Contacts
- Addresses
- email addresses
- phone and other numbers
Planning the Migration
It is imperative to plan for a smooth migration of data, however the method chosen to migrate it.
Understand the Destination
First, we recommend you create a few customer accounts manually in Cumulus. This serves two purposes:
- To familiarise yourself with the account creation process in Cumulus
- To gain insight into the mandatory and non-mandatory data needed to create the account.
Gather Your Source Data
You will need to gather and review all existing customer data. It will need to be analysed to ensure it complies with the data format of Emersion.
For example:
- Phone and fax numbers need to be in +country_code format.
- Account names must not have "Pty Ltd", "Ltd", or other business types in the Company Name or Trading Name.
Decide How to Migrate
Based on how much and how complex your data set is and your requirements are, you will need to choose how to migrate the data.
| Method | Recommended For |
|---|---|
| Manually | If you have under 20 customer accounts to migrate |
| Use Standard Import Tool Kit | For over 20 customers with accounts data that can be translated into Emersion's end-user import format. This requires no assistance from Emersion. |
| Use Emersion Consultants | For highly complex data sets, or data you need to import that is not supported by the standard import tools. Fees apply to use our Consultants. |
Standard Import Tool Kit
Emersion provides the following tools and resources to help you import your customer data.
End User Import Tools
The following import tools are available in Cumulus to help with migrating account and contact-related data. Each tool has a help page containing a data dictionary and sample import sheet so you can translate your data into Emersion's format.