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How to Prepare Your Historical Order Data

1. Introduction

In today’s fast-paced eCommerce world, data is more than just information—it’s the foundation of business intelligence, personalized user experiences, customer service, tax compliance, and operational continuity. When a business transitions from one eCommerce platform to another—whether that’s from Shopware 5 to Shopware 6, Magento to Shopware, WooCommerce to a custom solution, or from a legacy ERP—the preparation of historical order data becomes a mission-critical step.

Historical orders contain a wealth of transactional insight: who bought what, when, for how much, from which region, under which tax category, and with what discounts or promotions applied. This data is deeply intertwined with customer records, inventory tracking, tax reporting, refunds, fulfillment records, and performance analytics. Losing or misrepresenting this information during migration can cause legal issues, customer dissatisfaction, broken reporting dashboards, or even accounting discrepancies.

Simply put, order history isn’t just “old data”—it’s an essential part of your business’s DNA.

Unfortunately, historical data is often messy, inconsistent, and scattered across various sources like old databases, CSV exports, or ERP interfaces. Preparing this data for migration requires careful planning, structured cleaning, mapping to the new platform’s schema, and validation—not to mention data privacy compliance and potential restructuring to match the Shopware 6 order entity model.

This guide is designed to walk you through that process in a structured, real-world way. Whether you’re handling the migration in-house or working with an external agency, these steps will ensure you don’t just move data—you migrate usable, trustworthy, and compliant records.

By the end of this guide, you’ll understand:

  • How to define which historical orders should be included
  • How to clean and enrich data for accuracy and business value
  • How to map fields correctly between systems
  • How to structure orders for Shopware 6’s multi-entity model
  • How to safely test and import without losing integrity or compliance

We’ll also explore common mistakes to avoid, tips for handling customer account relationships, how to work with refunds or guest orders, and what tools and scripts can help automate parts of the workflow.

This documentation assumes you’re working with some technical resources—whether developers, database admins, or migration partners—but we’ve also included business-side context for project managers, eCommerce leads, and data governance roles to follow along.

Let’s begin by understanding why historical orders matter—both operationally and strategically.

2. Why Historical Orders Matter

When planning a migration or platform upgrade, many businesses consider leaving old orders behind to save time or simplify the process. However, this can lead to significant gaps in operations, customer support, and long-term business continuity. Historical orders aren’t just a ledger of past activity—they are foundational for financial, legal, analytical, and customer-facing processes.

Let’s explore the most compelling reasons why historical orders must be preserved and properly imported:

🧾 1. Tax, Legal & Audit Compliance

Governments and tax authorities in most regions require you to retain transactional records for several years (typically 5–10 depending on the jurisdiction). These records may be subject to:

  • Sales tax/VAT audits
  • Income tax evaluations
  • Regulatory compliance inspections

Failure to provide proper order history in a timely and accurate format could result in penalties or legal complications. Simply exporting PDFs or spreadsheets is not enough; integrated, queryable data is often needed for automated audits.

2. Customer Service Continuity

Your support and sales teams rely on quick access to customer history when handling:

  • Refund requests
  • Warranty claims
  • Missing or damaged items
  • Subscription or reorder scenarios

Without historical orders in your new system, agents will need to toggle between platforms or worse, contact IT for legacy access—creating friction for both staff and customers.

Imagine telling a loyal customer: “Sorry, we don’t have access to your past orders anymore.” That’s an avoidable hit to brand trust.

3. Customer Insights & Personalization

Historical orders form the backbone of modern analytics, especially for understanding:

  • Repeat purchase frequency
  • Average order value (AOV)
  • Customer Lifetime Value (CLTV)
  • Product preferences by demographic

If you’re using tools like Google Analytics, Metabase, or BI dashboards, missing historical orders will leave gaps in segmentation and personalization strategies. This impacts your ability to run loyalty programs, smart recommendations, and marketing automation effectively.

4. Loyalty Program Tracking

If your business offers loyalty points, discounts, or exclusive tiers based on previous orders, then importing historical purchases is essential. You need to:

  • Recalculate customer tiers (e.g., Silver, Gold, VIP)
  • Restore points and eligibility for perks
  • Ensure bonus thresholds still apply

Failing to bring over this data could lead to disgruntled loyal customers and undermine the perceived value of your program.

5. Product-Level Sales Analytics

Understanding which products perform well over time requires historical sales records. This supports:

  • Inventory forecasting
  • Trend spotting
  • Return and warranty analysis
  • Marketing campaign success measurement

Additionally, sales data is often linked to SKU-level performance reviews or supplier contracts, meaning that losing this history could hurt future negotiations or replenishment cycles.

6. ERP, CRM, and 3rd Party Integrations

Historical order data often flows into downstream systems like:

  • ERP systems for fulfillment, logistics, and finance
  • CRM tools like Salesforce or HubSpot for customer engagement
  • Accounting systems for reconciliation and auditing

If you migrate without including historical orders, these systems may break, desync, or show incomplete data, requiring time-consuming patch fixes or partial syncs.

What Happens If You Don’t Migrate Historical Orders?

  • No full view of customer behavior
  • Damaged support experience
  • Compliance risks (tax/audit)
  • Broken reporting and financial reconciliation
  • Inability to continue loyalty programs accurately
  • Fragmented data across legacy and current systems

3. Defining the Scope of Data

Before beginning any technical work—exporting data, writing scripts, or formatting files—you must clearly define the scope of the historical orders you want to migrate. This phase is crucial for maintaining data quality, minimizing errors, and avoiding the overhead of importing irrelevant or inconsistent records.

Not all historical data is equally valuable. Migrating every single transaction from the past 10 years might sound thorough, but it can lead to bloated databases, longer import times, and downstream complexity. On the other hand, migrating too little could result in lost business context, broken analytics, or compliance gaps.

Key Dimensions to Define Scope

Let’s break down the essential filters you should consider when preparing your dataset:

Time Range

  • How far back do you want to go?
    • Past 6 months?
    • 1 year?
    • 3 years?
    • All available records?

Best practice: Import at least the last 2–3 years for active customer continuity and basic analytics. Anything older may be archived or retained in read-only format.

Considerations:

  • Legal data retention policies (especially in EU countries)
  • Volume of records vs. system performance
  • Customer recency and relevance

Order Types

  • Should you include:
    • Completed orders only?
    • Canceled or failed transactions?
    • Refunded orders?
    • Abandoned carts or pre-orders?

Pro Tip: Focus your migration on orders with valid payment and delivery information. You may want to archive failed/canceled orders unless they serve a specific analytics or fraud-detection purpose.

Customer Types

  • Should guest checkouts be imported?
  • Are only registered users needed?
  • Will anonymous orders break reporting?

Shopware 6 requires a valid order_customer entry for every order. If your current system mixes guest and registered users, you’ll need to standardize that data structure before import.

Recommended: Migrate both types, but distinguish them in the customer group or with metadata.

Geographic Filters

  • Do you need only domestic orders, or include international shipments?
  • Are B2B-only orders relevant, or just B2C?
  • Do you need to handle multi-language or multi-currency orders?

Regional rules around tax, shipping, and payment methods often vary, so you may want to segment these datasets to simplify transformation scripts.

Example: If you’re only launching your Shopware 6 store in Germany initially, skip old U.S. or U.K. orders for now.

Strategic Segmentation Tips

  • Break up large data sets by year or channel to reduce risk of batch import errors.
  • Tag migrated orders with metadata like source_system , imported_at , or import_batch_id for future traceability.
  • Document everything: your scope decisions, filters applied, and assumptions made.

This structured approach makes it easier to roll back, debug, or isolate problematic records during test runs.

4. Exporting Historical Order Data

• Once you’ve defined the scope of your migration, the next critical step is exporting the historical order data from your current system. The quality and completeness of this export will directly influence how well you can transform and import it into your new Shopware 6 environment.

• The export process—and the available tools—will vary depending on your source platform. This section outlines how to extract order data properly, what fields and tables are essential, and how to avoid common pitfalls in this phase.

🛒 Platform-Specific Export Strategies

• Let’s explore how this step typically works across common platforms:

🟦 Shopware 5

  • Option 1: Backend Export (Advanced Exports plugin)
    Navigate to the administration panel and export orders using pre-defined templates (CSV/XML). Ensure you export related data (order details, customer, delivery).
  • Option 2: Direct MySQL Queries
    For more control, run SQL queries directly on the s_order, s_order_details, s_user, and s_order_documents tables.

Example query:
SELECT o.id, o.ordernumber, o.invoice_amount, u.email, d.articleID, d.quantity FROM s_order o JOIN s_order_details d ON o.id = d.orderID JOIN s_user u ON o.userID = u.id;

Magento (1.x / 2.x)

  • Use admin reports or third-party extensions (e.g., Improved Import/Export)
  • You can also query the sales_order, sales_order_item, customer_entity, and related tables directly.
  • If using REST APIs, be aware of pagination and rate limits.

WooCommerce

  • Use built-in export tools under WooCommerce → Reports → Orders
  • For advanced exports, use plugins like Order Export & Order Import for WooCommerce or write custom SQL against the wp_posts, wp_postmeta, and wp_woocommerce_order_items tables.

Custom or Legacy Systems

If your system doesn’t offer a clean export function:

  • Ask your developers to build a data export script that outputs clean CSV or JSON
  • Include references across:
    • Customer data
    • Order lines
    • Shipping addresses
    • Payment method metadata
  • Always check encoding (UTF-8), line endings, and delimiter consistency

Essential Data to Export

Make sure your export includes all critical entities. Missing even one column can break your import pipeline or leave partial records in Shopware.

TypeDescription
Order headersOrder ID, status, totals, currency, date, sales channel
Line itemsProduct IDs/SKUs, quantity, unit price, tax rate, discount
CustomersName, email, customer group, billing/shipping address
ShippingMethod, tracking number, carrier, delivery dates
TransactionsPayment method, transaction ID, status, refunded amount
InvoicesInvoice number, invoice date, PDF reference if available

Optional but useful:

  • Coupons used
  • Tax breakdown
  • Notes or internal tags
  • Device or sales channel identifiers
  • Loyalty or gift card metadata

Common Pitfalls to Avoid

  • Exporting with truncated data (e.g., product SKUs missing or cut off)
  • Ignoring multi-language or multi-currency values
  • Missing delivery or refund details when required
  • Mismatched customer IDs (e.g., legacy guest IDs used across multiple orders)
  • Losing character encoding, which causes issues with special characters (ü, ñ, č, etc.)

Pro Tips

  • Use batch exports if your source system can’t handle large data volumes.
  • Always validate exported files manually: open the file and confirm values and columns.
  • Keep a checksum or hash record to detect file corruption or duplicates.
  • Store a backup of the raw export and a version-controlled version of your cleaned export

With your raw data exported, the next step is cleaning and validating it before mapping it to Shopware 6’s schema. That’s what we’ll cover in the next section.

5. Cleaning and Validating Exported Data

Exporting your historical order data is just the beginning—what you now have is often messy, incomplete, or inconsistently structured. Cleaning and validating this data is essential to avoid import errors, prevent data loss, and ensure long-term reporting accuracy in your new Shopware 6 environment.

If your data isn’t cleaned properly, you’ll likely face:

  • Failed API imports
  • Incomplete or broken orders
  • Misattributed customer data
  • Unusable analytics and financial summaries

Let’s break down how to approach cleaning and validation systematically.

🧹 Common Data Issues to Look Out For

Most exports—especially from older or custom systems—will contain issues like:

🧾 Duplicate Orders

  • Same order number listed multiple times
  • Retry transactions mistakenly saved as new orders
  • Caused by failed imports or plugin bugs

Solution: Use deduplication logic based on unique fields like order_id + date + email.

❌ Missing Order Items

  • Some orders only have headers without line items
  • Product links may be broken or missing

Solution: Cross-reference order_items with orders to ensure 1:N integrity. Any orphaned orders must be flagged.

📧 Corrupt or Incomplete Customer Data

  • Missing email addresses or names
  • Truncated characters due to encoding problems
  • Inconsistent casing or formatting (e.g., JOHN DOE, john doe)

Solution: Normalize casing, validate required fields, and set fallback values where allowed (e.g., anonymous@example.com for guests).

🔗 Broken Foreign Keys

  • Product IDs or SKUs that no longer exist
  • Customer references that don’t match imported users
  • Shipping methods that were deleted

Solution: Create a reference map of valid IDs and use lookup logic or placeholder mappings to fill gaps.

⬜ Empty or Null Fields

  • Empty payment methods, missing shipping status, or null currencies
  • Fields required by Shopware will trigger fatal errors

Solution: Set default values where appropriate, or mark records for manual review.

Recommended Cleaning Tools

ToolUse Case
Excel / LibreOfficeVisual spotting of duplicates, nulls, formatting
Python (Pandas)Automating transformations, validations
PHP or Node.js scriptsWorking with large JSON/CSV sets
Shopware API testing toolsCheck import acceptance (Postman, cURL)
OpenRefineDeep data cleanup and clustering for text

Data Normalization Tips

  1. Date Fields: Ensure ISO 8601 format (YYYY-MM-DD HH:MM:SS)
  2. Currency: Always use consistent ISO codes (e.g., EUR, USD)
  3. Emails: Strip whitespace, lowercase, validate format
  4. Booleans: Use true 0/1 or true/false, avoid free-text like “yes”
  5. Addresses: Remove newlines, combine into structured fields

Tip: Keep Versions

Always keep:

  • Original exported raw data
  • Cleaned version
  • Validated import-ready version
  • Logs or scripts used in cleaning

This allows reproducibility, rollback, and debugging if something fails after deployment.

6. Structuring Data for Import

Once your historical order data is cleaned and validated, it must be structured to fit the target platform’s schema—in this case, Shopware 6. Unlike legacy systems that often rely on monolithic tables, Shopware 6 uses a modular, entity-based architecture for orders. This modularity is great for flexibility and scalability—but it also means your import files must respect strict relational rules and entity separation.

Shopware 6 Order Entities

A complete order in Shopware 6 typically involves the following interconnected entities:

Entity Purpose
order Main order record with totals, status, and metadata
order_line_item Each product or custom line in the order
order_customer Snapshot of customer at the time of order
order_transaction Payment-related info (method, status, transaction ID)
order_delivery Shipping details, tracking, and delivery method
order_address Billing and shipping addresses linked to the order

Relationship Mapping

When using CSVs:

  • You must maintain referential integrity using consistent order_id or order_number
  • Each related file (e.g., line items, deliveries) must link to the correct order
  • For nested imports (API), each record must follow Shopware’s data structure closely

Example:

order_line_item.csv should include:

order_id    product_id    label           quantity    total_price
abc123      prod567       Blue T-Shirt    2           39.98

order_customer.csv might include:

order_id    email              first_name    last_name    customer_number
abc123      john@example.com   John          Doe          CUST-001

Tips for Structuring Your Data

  • Use UUIDs if possible—Shopware 6 prefers UUIDs over auto-increment IDs
  • Preload product data—line items must reference existing product IDs or include full product metadata
  • Flatten nested data—especially for CSVs, keep address fields in separate columns (street, zipcode, etc.)
  • Include currencies and languages explicitly if your system uses multiple sales channels

When Using APIs

If you’re using the Sync API or Admin API, structure each order payload like this (simplified example):

{
"order": {
"orderNumber": "10001",
"salesChannelId": "...",
"currencyId": "...",
"orderCustomer": { ... },
"transactions": [ ... ],
"deliveries": [ ... ],
"lineItems": [ ... ],
"addresses": [ ... ]
}
}

Validation Before Import

  • Confirm all orders include at least one line item
  • Validate all foreign keys (customer ID, product ID, etc.)
  • Test a small sample using Postman or the Import/Export plugin
  • Watch for field naming issues (snake_case vs camelCase)

By properly structuring your data into discrete, relational entities, you lay the groundwork for a seamless import into Shopware 6, ensuring all relationships remain intact and future reporting or customer service workflows remain operational.

7. Mapping Order Fields to New Platform

Field names and data types may differ between systems. Create a field mapping sheet like this:

Old Field (Magento) New Field (Shopware) Transformation Notes
customer_email order_customer.email Keep lowercase
status order.state_id Use Shopware state UUIDs
shipping_address order_address Flatten structure if nested

8. Enriching Orders with Contextual Data

Migrating raw order data alone is often not enough to fully retain the operational value your business has built over time. Orders don’t exist in isolation—they are embedded within broader business processes, marketing strategies, and customer journeys. To maximize the benefits of your historical order data, you should enrich it with contextual information that supports smarter decision-making and smoother business continuity after migration.

Why Enrich Your Order Data?

Adding contextual data layers helps you:

  • Preserve critical business logic: For example, customer groups or pricing tiers used during an order.
  • Enhance analytics: Understand how marketing campaigns influenced sales.
  • Maintain loyalty and personalization: Knowing lifetime value or segment tags helps future engagement.
  • Enable fraud detection or risk management: By marking suspected orders or customers.

Common Types of Contextual Data to Include

Customer Lifetime Value (LTV)

  • Calculate each customer’s total spend over their history to date.
  • LTV can be imported as a metadata field tied to the customer or order, allowing segmentation for VIP programs or targeted marketing.

Example: If John Doe has spent €5,000 over 10 orders, adding this info enables Shopware’s marketing tools to offer personalized promotions.

UTM Campaign Parameters

  • If your legacy system tracked campaign attribution, bring over UTM parameters (utm_source, utm_medium, utm_campaign).
  • This lets you analyze historical marketing effectiveness even after migration.

Sales Channel Identification

  • Shopware 6 supports multiple sales channels (webshop, mobile app, marketplace).
  • Tag each order with the correct sales channel ID to maintain accurate channel reporting and inventory allocation.

Customer Group or Pricing Rules

  • Import customer group assignments (e.g., wholesale, retail, VIP) active at the time of order.
  • This preserves correct pricing and discount history for accounting and customer service.

Internal Tags and Flags

  • Any internal notes such as “fraud suspected,” “manual review,” or “high priority” can be carried forward as order metadata.
  • These help support teams continue workflows seamlessly.

How to Add Contextual Data

  1. Data Sources: Identify where this data lives—marketing tools, ERP systems, CRM, or legacy Shopware plugins.
  2. Enrichment Scripts: Use ETL scripts (Python, SQL) to join raw order data with these additional attributes.
  3. Metadata Fields: Shopware supports custom fields and extensions—consider leveraging these for storing enriched info.
  4. Validation: Ensure added fields comply with Shopware’s data types and import API schemas.

Benefits of Enrichment

  • Better analytics & reporting: More granular segmentation and insight.
  • Improved customer experience: Personalized offers and loyalty rewards.
  • Operational efficiency: Risk flags reduce fraud losses and manual checks.
  • Marketing optimization: Track legacy campaigns for ROI evaluation.

By incorporating these contextual layers into your historical order data migration, you ensure that Shopware 6 doesn’t just hold your data, but also the business intelligence and operational insights needed to thrive post-migration.

9. Handling Customer Accounts and Guest Orders

Migrating historical order data is not just about the orders themselves—it’s equally crucial to handle the customer data correctly. Shopware 6 enforces a strict relationship between orders and customers: every order must link to a valid order_customer entity. This presents unique challenges when dealing with both registered customer accounts and guest checkouts.

10. Dealing with Invoices, Shipping, and Refunds

Decide whether to:

  • Import invoice records (for legal/tax continuity)
  • Attach shipping tracking numbers
  • Flag or import refunds (partial/full)

These may require separate API endpoints or data layers. Some shops import orders without these for simplicity; others treat them as critical.

Registered Customer Accounts

1. Import Customers Before Orders

  • Always import customer records first to ensure the orders can be linked by customer ID.
  • Importing out of sequence will cause validation errors during order import because Shopware won’t find the referenced customer.

2. Mapping by Email or Customer ID

  • The most reliable key for mapping is often email, as customer IDs may change between systems.
  • Use email to link orders to customers during import, especially if migrating from different platforms.
  • If you can preserve the original customer IDs and ensure no conflicts, that can work as well.

3. Password Handling

  • If you plan to migrate login credentials to Shopware 6, you must handle password encryption properly.
  • Shopware uses bcrypt hashing with salts, so migrating plaintext passwords is impossible.
  • Options:
    • Force password reset emails on first login.
    • Export hashed passwords only if compatible (rare).
    • Recreate accounts and notify customers.

Guest Orders (Anonymous Customers)

1. Shopware’s Requirement: Synthetic Customers

  • Shopware 6 requires every order to link to an order_customer entity, even guests.
  • This means you must create synthetic or anonymous customer records for guest orders during import.

2. Creating Anonymous Customer Entities

  • Generate placeholder customers with minimal details:
    • Email (if available)
    • Name as “Guest” or extracted from the order data
    • Customer group set to “Guest”
    • No login credentials
  • These customer entities only serve as references for the order.

3. Handling Duplicate Guest Emails

  • Some guests may have used the same email for multiple orders.
  • Ensure these guest customers are either merged or uniquely generated to maintain relational integrity.

Important Constraints and Tips

  • You cannot import orders without valid order_customer references. Missing or broken customer links cause import failure.
  • Consistent Customer IDs help maintain order history continuity, but email is the safest fallback.
  • For GDPR and privacy compliance, ensure guest data is handled properly, including anonymization if required.
  • Consider importing customers in batches before orders for incremental validation.

Handling customer accounts and guest orders carefully guarantees that your historical orders remain searchable, linked, and useful in Shopware 6’s backend and storefront, preserving both operational workflows and customer experience.

11. Test Imports and Validation

Importing historical order data is a complex operation with many dependencies and relationships. Attempting to import your entire dataset in one go is risky and can lead to hard-to-diagnose failures, data corruption, or system instability.

To mitigate these risks, a rigorous testing and validation phase is essential. This section guides you through best practices for incremental testing and verification of imported order data in Shopware 6.

Why Test Imports?

  • Catch errors early: Detect missing or malformed fields before scaling up
  • Ensure data integrity: Confirm relationships (orders, customers, transactions) are preserved
  • Validate business rules: Totals, taxes, and discounts must match expected values
  • Protect live environments: Avoid downtime or data loss

Step-by-Step Test Import Workflow

1. Select a Small Sample

  • Start with a manageable set of 10 to 50 order records representative of your full dataset.
  • Include a mix of:
    • Registered customer orders
    • Guest orders
    • Various payment and shipping methods
    • Orders with discounts, refunds, or complex tax rules

2. Use Appropriate Import Tools

  • Shopware Admin API: Ideal for custom imports and direct testing.
  • Sync API: Designed for bulk data synchronization with structured payloads.
  • Migration Plugins: Official or third-party migration tools can simplify validation.

3. Verify Imported Data in Shopware Admin

  • After import, open the Shopware backend to check:
    • Order totals match the source system
    • Line items are correctly linked and quantities/prices are accurate
    • Delivery methods and tracking information are correctly assigned
    • Payment transactions appear with correct statuses and amounts

4. Use Logs and API Responses for Debugging

  • Monitor import logs or API responses for:
    • Missing required fields (e.g., customer email, order ID)
    • Broken foreign keys (e.g., product IDs or customer IDs not found)
    • Data format errors (wrong date/time format, invalid currency codes)
  • Address errors one by one, correcting your data or import logic.

Pro Tips

  • Run imports in a staging environment identical to production.
  • Automate tests with API calls and response validation scripts.
  • Keep backup snapshots before and after test imports.
  • Use progressive batch sizes—start small and scale to thousands gradually.
  • Document test cases and results for auditability and repeatability.

🚦 When to Proceed to Full Migration?

Only proceed to a full-scale import once test imports are completely error-free and data quality is validated. This ensures a smooth final migration and minimal disruption.

12. Data Security & Compliance Considerations

Historical order data includes sensitive information:

  • Emails, addresses, and phone numbers
  • Payment metadata
  • Tax IDs or invoice numbers

Ensure:

  • GDPR compliance (only import what’s legally required)
  • Anonymization for orders older than your data retention policy
  • Use of encryption and secure transfer for any CSV/API imports

13. Tools and Scripts You Can Use

Recommended tools:

  • Python + Pandas: For data wrangling
  • Shopware Migration Assistant Plugin
  • Postman or Insomnia: API testing
  • MySQL Workbench: For database exports
  • Google Sheets/Excel: Mapping and cleansing

Example: A Python script to convert WooCommerce orders to Shopware format.

14. FAQ and Troubleshooting

Q: What if I don’t import orders?
A: You lose customer history, reporting depth, and might have legal issues with tax documentation.

Q: Can I import orders without products?
A: No. Shopware requires valid product references (SKUs, IDs, or UUIDs).

Q: What if some fields are missing or unknown?
A: Use placeholder values or default data—just don’t break referential integrity.

15. Conclusion

Preparing your historical order data is not a copy-paste task. It requires:

  • Strategy
  • Cleansing
  • Mapping
  • Testing
  • Security awareness

But it’s worth it—your order history is a valuable asset for business intelligence, customer care, and legal compliance.
Take the time to prepare it well, and you’ll start your new platform migration with confidence and clarity.