Switching software providers can be a major hassle, but we are here to help! ConsignCloud is known for our exceptional customer support, and it begins with getting your data converted and ready to support your store.

As a part of our exceptional Customer Support, ConsignCloud is happy to help import your data from your old system into ConsignCloud—facilitating an easy transition for your store and employees. If you would like ConsignCloud to import your data, you will follow these general steps:

Our Data Transfer Form will walk you through the steps to send us your database, schedule your Final Data Import, and more!

This process can take as long as you need. It's not unheard of to go back and forth multiple times to make sure everything is exactly right.

To start with, we'll do a Test Import to make sure everything comes over ok.

Once you're satisfied with the import, we'll schedule a time to do it all over again, but for real. We call this scheduled event the Final Data Import. In order to ensure a clean transition, you should budget at least one hour outside business hours for this scheduled event.

In the interim time between your Test Import and your Final Data Import, you will want to go in and configure all the settings you need to run your store. Does your store run a custom discount schedule on all Jewelry?Now is the time to set-up that Discount and apply it to the Jewelry category. Do you have labels for your items? Now is the time to redesign these labels in ConsignCloud and run some test prints so you'll be ready to go after your Final Data Import.

Prior to your Final Data Import, you will send us a fresh export of your data. Make sure to do this outside business hours in order to avoid missing updates to item stock or account balances that might result from continuing to use your old software. Stop using the old software after your final export.

During the Final Data Import, we'll take care of any last-minute details or questions, and reset your new ConsignCloud account with the latest data. Going forward, you'll want to conduct business only in ConsignCloud.

While we would love to pull everything over from any other software provider, the reality is that data formats are frequently incompatible, especially when dealing with sales data. Here's what you can expect to be transferrable into ConsignCloud:

Here's what isn't pulled over:

You can learn more about our Import process by reading the article below. It's often helpful to export a spreadsheet from the accounts and inventory tables in order to get an idea of how those imports should look.

When you first open your free trial store, you will have no data in your ConsignCloud store. Your three data tables (Accounts, Inventory, and Sales) will all be empty. They will look like this:

Once we have completed your test transfer (and your final transfer will be the exact same as your test transfer), your Accounts and Inventory Table will be populated with all of your consignors and items! Since we do not import historical sales data, your Sales Table will be empty.

If you have surcharges on your items, you will need to let us know about those in the Data Transfer Request form. If your surcharges are applied unilaterally (i.e. all items follow the same set of simple rules for surcharges), we normally do not import surcharges, but instead just add them to your items after our import is complete.

Please reach out to Support with specific questions or notes about your surcharges.

If you have photos on your items and would like these transferred to ConsignCloud, we will require a spreadsheet with URL links to your photos for each item.

If you have an existing Shopify store, it will take a little bit of work to sync your existing Shopify store with your new ConsignCloud store. To gain a quick overview of how our Shopify integration functions, read this article here:

There are two ways of syncing up your Shopify and ConsignCloud store. You can either:

Our integration with Shopify is built where the data transfers from ConsignCloud to Shopify. We imagine that ConsignCloud is your primary system. This first method works with the natural contours of our integration. Follow the steps in the Shopify article above to use this method after your data is imported into ConsignCloud.

The process for copying products listed in Shopify to ConsignCloud is simple, but requires more work after the fact.

First, enable your Track Product Changes setting in your Shopify integration settings in ConsignCloud. This allows Shopify to reverse the stream of information and make edits to ConsignCloud items. You are going to use this feature to create items in your ConsignCloud store.

Once that's on, go to Shopify and add the "ConsignCloud" tag to all products you want copied to ConsignCloud, using Shopify's bulk editor. This will push your Shopify products over to ConsignCloud—creating new items in your CC store.

Note that since Shopify doesn't support consignment accounts, everything will be synchronized as Retail items with no account associated. You'll need to edit all synced items to add consignor and split information yourself.

Stores that want to transfer on a quick timeline may want to run their own data transfer, which they are welcome to do! If you are completing your own data transfers, then imports can be a tricky, error-prone process, so it's important to get it right. Below are a few tips for how to pull it off smoothly.

After double checking to make sure everything looks okay, you're good to start running your store out of ConsignCloud. Do not run any more sales using your old system. ConsignCloud has no way to merge divergent store data.