Cardu Data Migration

This page describes common scenarios for migrating existing customer databases between Commerce Cloud, Cardu and other third party systems.

Scenario 1: I am starting to use Solteq Commerce Cloud, and I already have customer data in Cardu

You should first install the Cardu add-on in Commerce Cloud, and then move the data from Cardu to Commerce Cloud.

If you do not yet have customer card numbers set for your customers in Cardu, or are unsure if they have been set, please contact Commerce Cloud support first and we will assist you, as the numbers must be generated and updated also to Cardu.

1. Install the Cardu add-on in Commerce Cloud. It is important to do this first, so that no customer data is left unsynchronized.

2. Contact Cardu support and request them to enable the integration There are certain manual actions that Cardu administrators must take on their side. Once they confirm that the integration is enabled, you should be able to start seeing new customers appearing in Commerce Cloud through the integration.

3. In the Commerce Cloud Back Office, download the Commerce Cloud customer Excel import template by navigating to Customers and clicking the Export icon. In the downloaded ZIP file package, the required import template is named Person Customers.xlsx.

4. In Cardu Manager, export the customer data by navigating to Members and then clicking EXPORT TO EXCEL.

5. Using Microsoft Excel, move the data from the Cardu export file to the Commerce Cloud import template file. See the column equivalences from the table below. You may also set values for other Commerce Cloud import template fields as you deem necessary.

   • Note: If you do not yet have customer card numbers set in Cardu, you will not have customerId values in the file exported from Cardu. In that case, enter the value generate() for the customerCard:1 field for each customer. This will generate the customer card number in Commerce Cloud when the Person Customers.xlsx file is imported back to the Back Office.

6. Save the Person Customers.xlsx Excel file. Then import it to the Back Office (in Customers view).

   1. If customer card numbers were already set in Cardu when you exported the file from Cardu, you do not need to take further actions.

   2. If you do not yet have customer card numbers set in Cardu, export the Commerce Cloud Customer Excel file again from the Back Office. Send the newly exported Person Customers.xlsx to Cardu, so that they can set the newly generated customer card numbers to the customers on their side.

7. Now all Cardu customers have QR codes visible on their Cardu loyalty cards, and new customers are also synchronized from Cardu to Commerce Cloud automatically.

Scenario 2: I am starting to use Commerce Cloud, I want to start using Cardu and I already have customer data in another third party system

You should first import your customer data to Commerce Cloud, install Cardu add-on and then send the data to Cardu. You should also discuss the desired end result with Cardu: Would you like to only use their marketing tools, or also provide your loyalty card automatically to your existing customers?

1. Please contact Commerce Cloud support and we will analyze your requirements in order to assist you.

2. Import the customer data from your previous system to Commerce Cloud with customerCard:1 values set to either

   1. Scenario 2a: generate() if you did not have a customer card number values defined in your previous system, or

   2. Scenario 2b: Whatever you used in the previous system for each customer.

3. Install the Cardu add-on in Commerce Cloud. It is important to do this at this point, so that no customer data is left unsynchronized.

4. Export the customer data from Commerce Cloud and send it to Cardu, so that they can import it to their system.

Now all Cardu customers have QR codes visible on their Cardu loyalty cards and also new customers are synchronized from Cardu to Commerce Cloud automatically.