We recommend that you do a trial migration first where you do not disable the channels connected in v1 and pause orders, inventory, and price sync in channels in v2. The same applies to your QuickBooks integration.
Once you are sure of the trial, we recommend resetting the account in v2 and migrating data again - this time following the sequence exactly as it is laid down below.
Important Note on Importing Data from V1
V1 exports are in xlsx format whereas V2 import expects CSV format. We recommend downloading the CSV template from V2 for each import and copy paste columns from the v1 export before uploading it
The ID columns in V1 in Products, SKUs, Customers and Suppliers have nothing to do with V2. Please do NOT carry forward ID columns to migrate data as new ID values will be generated in V2 for those entries. Leave them as blank while creating new entries.
Step 1:
Create Facilities in v2
Process / Cancel any open Purchase Orders / Transfer Orders in your V1 account
Step 2:
If
you have online channels AND
All online channels refer to one location as inventory source in v1
If the answer to both the above is No - skip to step 3.
If yes, then:
Configure your Online Channels on V2 account
Fetch your catalog from each channel
Validate if Price on the Price Lists is accurate
Validate if Inventory is accurate in the Facility
Un-pause inventory and price sync, as well as order, fetch on each channel in your new V2 account
Disconnect your V1 channels in your old account
In V1, make sure all orders that need to be invoiced have their shipments and invoices created
Configure Invoice sequence in V2 to continue from where V1 left off
Disconnect QuickBooks from your old account - if applicable
This catalog fetch will take care of:
Products
SKUs
Categories
Price Lists
Channel Catalog
Inventory
Step 3:
If
you have online channels AND
All online channels refer to more than one location as an inventory source in v1
If the answer to both the above is No - skip to step 4.
If yes, then:
Configure your online channels in V2 account
Fetch your catalog from each channel
Validate if Price on the Price lists is accurate
Export inventory from each facility from your old V1 account and upload it correspondingly to the respective facility in your new account
In V1 account, navigate to Inventory > Inventory Actions > Download Inventory. This will consist of inventory from all your facilities
In V2 account, navigate to Inventory > Inventory Actions > Import to Edit
Points to remember while migrating Inventory
Bulk Inventory Upload article will guide you to understand which fields are mandatory
Your v1 inventory export file will have 4 columns - Quantity Available | Quantity Blocked | Quantity Damaged | Quantity Pending. So in your v2 inventory upload template you will have to use values of Quantity Available from v1 under New Quantity in v2
5. Check inventory source facilities on each online channel
6. Un-pause inventory and price sync as well as order fetch on each channel in your new V2 account
7. Disconnect your V1 channels in your old account
8. In V1, make sure all orders that need to be invoiced have their shipments and invoices created
9. Configure Invoice sequence in V2 to continue from where V1 left off
10. Disconnect Quickbooks from your old account
This catalog fetch will take care of:
Products
SKUs
Categories
Price Lists
Channel Catalog
Inventory
Step 4:
If the criteria of neither Step 2 nor Step 3 apply to you, that means you have no online channels, then you need to do the following:
Configure Variations
2. Create Price Lists as per your need - tag them to automatically populate from the master catalog
3. Import Categories from V1
In your V1, account navigate to Settings > Products > Categories > Category Actions > Download Categories
4. Configure Categories in V2
5. Import Product from V1 with Categories mapped
Navigate to Main menu > Master Catalog > Product Actions > Download Products
Go to Tasks and click on Download data to download the excel file. The excel file shall have three sheets - Instructions / Products / SKUs. For Products migration refer the data from the Products sheet.
In your V2 account, navigate to Main Menu > Master Catalog > Bulk Actions > Upload Products via csv
You can download the sample template from the below screen.
Map the required headers & copy data from the excel sheet downloaded from the V1 account for products to the sample templates sheet of V2 and upload it.
Points to remember while migrating Products -
Bulk Product Upload article will guide you to understand which fields are mandatory
In V2 template, Product ID will be generated automatically by Primaseller, so you can keep this field empty
In V2 template, for Category ID, navigate to Main Menu > Catalog > Categories, you will be able to see the category id as below, mention this ID in the Catgeory ID column
6. Import SKUs from V1
In your V2 account, navigate to Main Menu > Master Catalog > Bulk Actions > Upload SKU via csv
For SKU’s you will have to refer to the same excel sheet you downloaded earlier from your V1 account. The excel file shall have three sheets - Instructions / Products / SKUs. For SKU migration refer the data from the SKU sheet.
Map the required headers & copy data from the excel sheet downloaded from the V1 account for SKUs to the templates sheet of V2 and upload it.
Points to remember while migrating SKUs-
Bulk SKU Upload article will guide you to understand which fields are mandatory
In V2 template, SKU ID will be generated automatically by Primaseller, so you can keep this field empty
In V2 template, SKU Barcode is mandatory, in case you have not enabled automatic barcode generation in Primaseller. To enable it, refer to this article of Generating Barcode Sequence
7. Check Prices added to Price Lists
8. Create Channels and Map Price Lists
9. In V1, make sure all orders that need to be invoiced have their shipments and invoices created and synced with QBO
10. Configure Invoice sequence in V2 to continue from where V1 left off
11. Disconnect Quickbooks from your V1 account
Step 5:
Create offline channels and map price lists as needed
Step 6:
Connect QBO in your V2 account
Step 7:
Migrate historical data:
Import Customers from V1
In your V1 account, Customers > Actions > Download Customers
2. In your V2 account, navigate to Customers > Upload via CSV
3. Map the headers & copy data from the excel sheet downloaded from the V1 account for customers to the templates sheet of V2 and upload it.
Points to remember while migrating Customers
Bulk Customer Upload article will guide you to understand which fields are mandatory
In V2 template, Customer ID will be generated automatically by Primaseller, so you can keep this field empty
You will have to manually add store credits / On Account balance for any Customer
Import Suppliers from V1
1. In your V1 account, navigate to Main Menu > Suppliers > Click Download Suppliers to Excel
2. In V2 account, navigate to Main Menu > Suppliers > Upload via CSV
3. Map the headers & copy data from the excel sheet downloaded from the V1 account for Suppliers to the templates sheet of V2 and upload it.
Points to remember while migrating Suppliers
Bulk Supplier Upload article will guide you to understand which fields are mandatory
Migrate Supplier Catalog
In V1 account, go to Main Menu > Suppliers > Supplier SKUs for individual Supplier
2. In V2 account, go to Main Menu > Purchasing > Supplier Catalog > Select the Supplier > Upload via CSV
3. Map the headers & copy data from the excel sheet downloaded from the V1 account for supplier catalog to the templates sheet of V2 and upload it.
Points to remember while migrating Supplier Catalog
Bulk Supplier Catalog Upload article will guide you to understand which fields are mandatory
Step 8:
Create Reports and Inventory plans
If you need to automatically replenish stock, configure same Inventory Plans in V2 - same manner as Inventory Planning was configured in V1
Create fresh Reports as per your need in V2