Migrating Customer Data Without Losing Trust
Moving customers, addresses and order history into a new platform is delicate. People notice when something goes missing.
Clean before you move
Duplicates, outdated addresses and inconsistent company names are easier to fix in the source than after migration. Agree on a matching rule for companies and users, and run trial migrations until the numbers reconcile.
Plan the cutover
Communicate with customers about what will change, such as new login steps, and give them a clear route for help. Keep the old system available read-only for a period so support can answer questions about historic orders.
Key takeaways
Deduplicate and standardize first
Run repeated trial migrations
Keep the legacy system readable after cutover
Related reading
A Practical Approach to Data Quality in Commerce
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Real-Time Inventory Without Real-Time Pain
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