Basic vs Full-Service
Compare migration tiers to find the right fit for your winery. Basic migrations cover most needs, while Full-Service offers advanced customization.
Basic Migration
Included with onboarding
Covers the essential data transfer for most wineries. Products, customers, club members, orders, and payment methods are migrated using Corksy default mappings with standard cleanup options.
- Core data fields for all categories
- Duplicate handling and cleanup
- Credit card token migration
- Up to 5 years of order history
Full-Service Migration
Additional pricing
For complex migrations requiring custom field mapping, system merging, or data transformations beyond standard processes. Ideal for multi-brand consolidations or unique data structures.
- Custom field mapping rules
- Merge two systems or brands
- Data gap assistance post go-live
- Advanced cleanup and transformations
Products
Basic Migration
- Remove products by deleting rows
- Change SKU (column D)
- Edit Product Type (column F)
- Edit Price (column N)
- Edit Brand (column I)
- Edit Size (column H)
- Edit Alcohol Percent (column M)
- Edit Status Active/Draft (column E)
- Edit Weight (column Q)
Full-Service Migration
- Redesigning SKU naming conventions
- Redesigning product build with variants
- Linking URLs in product descriptions
- Migrating images, widgets, other stylistic changes outside of Corksy standard product page
- Remapping any fields outside of the Corksy default
- Merging products of two systems
- Changes requested after product data is already uploaded to the customer live Corksy account
Customers
Basic Migration
- First Name, Last Name, Email, Phone, Notes, Tags
- Primary Shipping Address
- Date of Birth
- All Other Addresses based on order history
- Date of Account Creation
- Primary Credit Card and All Other Credit Cards
- Order History and Tags
- If club download contains a member that customer download does not, we create an account
- Ability to clean up guest records to have ONE guest account and attach all orders
- List of bad emails provided - can update or bulk delete
- If multiple customers with same email: merge to club account or account with most orders
Full-Service Migration
- Cleaning guest records or bad email records with unique criteria and rules
- Remapping any fields outside of the Corksy default
- Unique subset of customers, unsubscribe list, etc
- Unique tag uploads or consolidations (building tags from lists that don't exist)
- Matching tags via external data sources
- Any unique mapping (such as merging duplicates without matching email)
- Create manual notes within customer account
- Merged or deleted data that becomes a note
- Adding note data from external data sources
- Any note cleaning (removing notes based on certain text criteria)
- Bounced/email cleaning
- Uploading secondary email as a spouse or note
- Creating secondary accounts based on secondary email
- Uploading flags or tasks as notes
- Unsubscribes/subscribed to marketing email updates
- Merging customers/orders/clubs of two systems
- Data gap assistance after agreed-upon go-live date
Club Members
Basic Migration
- Customer info: first name, last name, date of birth
- Shipping address and billing address
- Sign up date
- Sales associate
- Delivery method (pickup/ship)
- Cancelled reason
- Pickup location (if pickup and multiple locations)
- Ability to re-map or delete club names
- If note on customer account: gets added to customer profile note
- If clubs do not have a one-to-one mapping, we will create the club for you
- If bad email for billing or shipping, we assign a guest email (400guest@wineryname.com)
Limitations
- Duplicate club members list will be sent - fix in current system or brought over as-is
Full-Service Migration
- Spouse information mapped manually
- Changing club delivery methods for club members
- Remapping any fields outside of the Corksy default
- Edits to club members with multiple active clubs
- Merging customers/orders/clubs of two systems
- Data gap assistance after agreed-upon go-live date
Orders
Basic Migration
- Order number, order date, paid date, fulfilled date, future ship date
- Payment status (paid/unpaid/refunded)
- Fulfillment status (unfulfilled, fulfilled, restocked)
- Customer info, billing address, shipping address
- SKU data (addresses also get added to customer profile)
- Ability to delete or keep unfulfilled and unpaid orders
- Select between wine club, ecomm, POS, and admin portal orders to keep/delete
- All order history with 5 years of SKU data order history
Full-Service Migration
- Manually mapping discount name / total discount if not available in raw data files
- SKU data older than 5 years
- Order data older than 10 years
- Merging customers/orders/clubs of two systems
- Bringing over orders based on certain criteria
- Remapping standard fields: paid/unpaid/refunded, fulfilled/unfulfilled/restocked
- Shipping not required or handled externally orders
- Sent to fulfillment / future ship orders
- Bulk editing or deleting orders based on certain criteria
- Merging order history to merged customer records (rather than assigning to guest)
- Changing refunded / negative order values
- Data gap assistance after agreed-upon go-live date
Payment Methods
Basic Migration
- Request token export from current provider
- Once gateway confirms tokens, gateway will import them
- Gateway provides a mapping file with customer ID to token
- Corksy maps tokens to the correct customer ID
Limitations
- Payment method migration process is the same for both tiers
Full-Service Migration
- Request token export from current provider
- Once gateway confirms tokens, gateway will import them
- Gateway provides a mapping file with customer ID to token
- Corksy maps tokens to the correct customer ID
System Merging
Enterprise OnlyBasic Migration
Not available in Basic migration
Full-Service Migration
- Merging from two systems into one
- Merging from two brands into one
- We link orders & clubs by customer ID
- Customer ID conflict resolution across brands
- Card info migration for merged accounts
- Club record merging across brands
- Email-based account matching
Important Notes
- If Brand 1 Customer ID conflicts with Brand 2 Customer ID, records are merged correctly
- Card info attached to original customer ID may be lost when merged to new ID
- Overlap of customer IDs will map the correct card to the merged customer
- Email is used to identify merged accounts - different emails create separate accounts
- Same customer with different emails will NOT auto-merge, creating duplicate accounts
What Does NOT Migrate
These items cannot be transferred in any migration tier
Products
- Product images (you'll re-upload these in Corksy)
- Customer descriptions with links or other widgets
- Bundles
Customers
- Old passwords (customers will set new ones)
- Spouse information
- Tasks and flags from your old system (these will come over as notes)
Club Members
- Only one cancelled club record is kept
- Spouse information (most systems can't export this)
- Notes (they get added to the customer profile instead)
- Gift club notations
- Club gift messages
Orders
- Orders older than 10 years
- Some discount names or total discount amounts
- SKU data in the customer profile view (coming soon to Corksy)
- Order notes from your old system
Payment Methods
- Billing address (comes from CLUB, not processor)
- CVV (processors don't give this)
Important Callouts
Key information for both Basic and Full-Service migrations
Products
- You get a Google Sheet to review before anything goes live
- You can delete rows to remove products, change SKUs, edit prices, update product types, and more
- All edits need to be done before your first onboarding call
Customers
- If an email address is invalid or badly formatted, that customer gets mapped to a guest account. We'll give you a list of bad emails so you can fix them.
- If two customers share the same email: if one has a club membership, all orders merge into the club account. If neither has a club, orders go to the one with the most orders.
- Customers are first loaded to a staging (test) account, then moved to your live account on go-live day.
Club Members
- We'll send you a list of any duplicate club members - someone listed twice in the same club. You'll need to fix these in your current system, otherwise the duplicate comes over as-is.
- If a member's notes exist, they go on their customer profile, not the club record.
- If your old clubs don't have a 1-to-1 match in Corksy, we'll create the club for you if you don't give us direction. You'll be responsible for re-mapping later if it's wrong.
- If a club member has a bad email for billing or shipping, we'll assign a placeholder email like 400guest@yourwinery.com. This can be edited in Corksy at a later date.
Orders
- If an order total is negative or the order number is negative, we mark it as refunded and restocked automatically.
- Tax and shipping are uploaded as a combined total.
Payment Methods
- We need a unique customer ID from your current system to match each card to the right person. If there's no match, the card data is lost.
- The transfer happens processor-to-processor. Your customers won't need to re-enter their cards.
- This is one of the last steps because it depends on customer data being loaded first.
- If your current CRM and payment processor do not provide data on primary card mapped to card, we will upload all cards, but assign the first one given to the club.
- Most CRMs charge for this service. Therefore, you may opt-out of the payment migration if desired.
Not sure which tier you need?
Complete our migration questionnaire and your migration specialist will recommend the right approach for your winery.