Corksy Data Migration Mapping

See exactly how your data fields translate to Corksy. Each section shows your current CRM field, the corresponding Corksy field, default values for blank fields, and available options.

Your CRM field

The field name from your current system

Corksy field

Where your data maps to in Corksy

Default if blank

Value used when your field is empty

Available options

Valid values for this field in Corksy

Identity & Contact

Your CRMCustomer ID
Corksy Fieldid
Default if blankIf blank → GUEST
Options
Your CRMFirst Name
Corksy FieldFirst Name
Default if blankIf blank → "Guest"
Options
Your CRMLast Name
Corksy FieldLast Name
Default if blankIf blank → "Customer"
Options
Your CRMDate of Birth
Corksy FieldBirth Date
Default if blankIf blank → 01-01-2000
Options
Your CRMEmail
Corksy FieldEmail
Default if blankIf blank → [ID]guest@wineryname.com
Options
Your CRMPhone
Corksy FieldPhone
Default if blankIf blank → 000-000-0000
Options
Your CRMEmail Correspondence / Notifications
Corksy FieldAccepts Marketing
Default if blankIf blank → Yes
Options
YesNo

Default Address

Your CRMDefault address from customers download
Corksy FieldDefault Address Fields
Default if blankIf blank → billing address
Options
First NameLast NameAddressAddress 2CompanyCityStateZipCountryEmailPhoneBirth Date

Billing Address

Your CRMBilling address from customers download
Corksy FieldBill To Fields
Default if blankIf blank → most recent order billing address
Options
First NameLast NameCompanyAddressAddress 2CityStateZipCountryPhoneEmailBirth Date

Shipping Address

Your CRMShipping address from customers download
Corksy FieldShip To Fields
Default if blankIf blank → billing address
Options
First NameLast NameCompanyAddressAddress 2CityStateZipCountryPhoneEmailBirth Date

Membership Info

Your CRMCustomer ID
Corksy FieldCustomer Id
Default if blankIf blank → record not uploaded
Options
Your CRMMembership Title
Corksy FieldClub
Default if blankIf blank → record not uploaded
Options
Your CRMStatus
Corksy FieldStatus
Default if blankIf blank → record not uploaded
Options
ActiveCancelledPause
Your CRMIsPickup
Corksy FieldOrder Delivery Method
Default if blankIf blank → Pickup
Options
PickupShip
Your CRMSignup Date
Corksy FieldSignup Date
Default if blankIf blank → 01-01-2000
Options
Your CRMCancel Date
Corksy FieldCancel Date
Default if blank
Options
Your CRMHoldDate
Corksy FieldPause Date
Default if blank
Options

Billing & Shipping Address

Your CRMBilling address from Club download
Corksy FieldBill To Fields
Default if blankIf blank → blank
Options
First NameLast NameCompanyAddressAddress 2CityStateZipCountryPhoneEmailBirth Date
Your CRMShipping address from Club download
Corksy FieldShip To Fields
Default if blankIf blank → blank
Options
First NameLast NameCompanyAddressAddress 2CityStateZipCountryPhoneEmailBirth Date

Order Info

Your CRMCustomer ID
Corksy FieldCustomer Id
Default if blankIf blank → GUEST
Options
Your CRMSubmitted Date / Order Date
Corksy FieldOrder Submitted Date
Default if blankIf blank → record not uploaded
Options
Your CRMSale Date
Corksy FieldOrder Fulfilled Date
Default if blank
Options
Your CRMFuture Ship Date
Corksy FieldShip Date
Default if blank
Options
Your CRMOrder Number
Corksy FieldOrder Number
Default if blankIf blank → record not uploaded
Options
Your CRMOrder Type / Order Source
Corksy FieldSubtype
Default if blank
Options

Payment & Fulfillment Status

Your CRMPayment Status
Corksy FieldPayment Status
Default if blankIf blank → Paid
Options
PaidUnpaidRefunded
Your CRMFulfillment Status
Corksy FieldFulfillment Status
Default if blankIf blank → Fulfilled
Options
FulfilledUnfulfilledRestocked
Your CRMChannel
Corksy FieldChannel
Default if blankIf blank → Admin Portal
Options
E-CommercePOSAdmin PortalWine Club
Your CRMPickup Order / Ship Order
Corksy FieldOrder Delivery Method
Default if blankIf blank → Pickup
Options
PickupShip

Financials

Your CRMDiscount fields
Corksy FieldTotal Discount / Discount Name
Default if blank
Options
Your CRMShipping Total / Taxes / Subtotal / Total / Gratuity
Corksy FieldShipping Total · Tax Total · Subtotal · Total · Tip · Total After Tip
Default if blankIf blank → 0
Options

Line Items

Your CRMOrder Number
Corksy FieldOrder Number
Default if blankIf blank → record not uploaded
Options
Your CRMProduct Name / Product Title
Corksy FieldSKU
Default if blankIf blank → record not uploaded
Options
Your CRMQuantity
Corksy FieldQuantity
Default if blankIf blank → record not uploaded
Options
Your CRMExt Original Item Price / Unit Price
Corksy FieldAmount
Default if blankIf blank → record not uploaded
Options

Core Info

Your CRMProduct Name
Corksy FieldProduct Name
Default if blankIf blank → record not uploaded
Options
Your CRMSKU
Corksy FieldSKU
Default if blankIf blank → Product Name
Options
Your CRMisActive
Corksy FieldStatus
Default if blankIf blank → Active
Options
ActiveDraft
Your CRMProductCategory / ProductType
Corksy FieldProductType
Default if blankIf blank → Wine
Options
WineFoodApparelMerchandise
Your CRMVolume / BottleSizeInML
Corksy FieldBottle Size
Default if blankIf blank → 750
Options
Your CRMVolumeUnit
Corksy FieldBottle Units
Default if blankIf blank → ML
Options
Your CRMPrice
Corksy FieldPrice
Default if blankIf blank → 0
Options

Notes & Availability

Your CRMFoodPairing
Corksy FieldPairing Notes
Default if blank
Options
Your CRMWinemakerBodyText
Corksy FieldAging
Default if blank
Options
Your CRMVineyardNotesText / Ratings / Awards / ProductionNotes / OtherNotes
Corksy FieldVintage Notes
Default if blank
Options
Your CRMProductionNotesText / WinemakerNotes
Corksy FieldWine Making Notes
Default if blank
Options
Your CRMisDisplayOnWebsite
Corksy FieldOnline Store
Default if blankIf blank → Yes
Options
YN
Your CRMUsesInventory
Corksy FieldAbility to Sell Out of Stock (OOS)
Default if blankIf blank → No
Options
YN
Your CRMProductTitle
Corksy FieldURL
Default if blankIf blank → Product Name
Options

Product Info

Your CRMProduct Name
Corksy FieldProduct Name
Default if blankIf blank → record not uploaded
Options
Your CRMisActive (1 → Active, 0 → Draft)
Corksy FieldStatus
Default if blankIf blank → Active
Options
ActiveDraft
Your CRMProductCategory / ProductType
Corksy FieldProductType
Default if blankIf blank → Other
Options
WineFoodApparelMerchandiseOther
Your CRMisDisplayOnWebsite (1 → Y, 0 → N)
Corksy FieldOnline Store
Default if blankIf blank → No
Options
YN
Your CRMUsesInventory (0 → Y, 1 → N)
Corksy FieldAbility to Sell Out of Stock (OOS)
Default if blankIf blank → No
Options
YN
Your CRMProductTitle
Corksy FieldURL
Default if blankIf blank → Product Name
Options

Stock Info

Your CRMSKU
Corksy FieldSKU
Default if blank
Options
Your CRMLocation
Corksy FieldLocation
Default if blank
Options
Your CRMInventory Summary
Corksy FieldAvailable Quantity
Default if blank
Options

Card Details

Your CRMid
Corksy Fieldid
Default if blank
Options
Your CRMCard ID / Brand / Exp Month / Exp Year / Last 4
Corksy FieldCard ID · Card Brand · Card Exp Month · Card Exp Year · Card Last4
Default if blank
Options

Ready to migrate your data?

Complete the migration questionnaire and our team will handle the rest.