Ready to make the switch to ConsignCloud, but you don't want to lose your data? Below we detail our inventory process — we can't pull everything over, but we do our best to allow you to make a smooth transition.
To start with, it's worthwhile to outline what exactly we import for you, and what will have to be left behind. In short, we'll pull over Accounts and Inventory, but not Sales, or any historical data for accounts and items. So for accounting and tax purposes, you'll need to report out of both ConsignCloud and your old system of record, at least until the end of the tax year. Going forward, however, you'll be able to add new accounts, inventory, and sales to ConsignCloud exclusively.
ConsignCloud only accepts spreadsheets in .xlsx format. Read more about how our imports system works here — 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.
If you're a self-starter, you can do the whole import on your own, but we know it can be daunting. If you need some help with the process, please reach out to support and we'll do the data conversion process for you. This process costs $100 to import accounts and inventory, and an additional $50 if you'd like to link existing Shopify products to your inventory.
Accounts and Inventory
Imports can be a tricky, error-prone process, so it's important to get it right. Below are a few steps for how to pull it off smoothly.
Make sure ConsignCloud is a good fit. The last thing you want to do is switch to a new system only to find out it lacks some crucial feature! Do read through the help center and play around with your account before taking the plunge. We're always happy to answer any questions you may have.
Delete your demo data. Once you're ready to import your data, it's best to get your testing data out of the way. Go to Settings > Data and follow the instructions there.
Do a dry run. Once you've prepared your import spreadsheets, pull them into ConsignCloud and poke around to see if everything looks right. Things to look out for are missing or additional items, incorrect quantity, supplier, split, or price.
Only import items currently in stock. Importing a million items from past sales doesn't do anything for you, and will slow down the performance of the software.
Import your data for real. If everything looks good, find a time outside store hours to pull a fresh copy of your data, run your data conversion process, and pull it into ConsignCloud. This will allow you to avoid incorrect balances and stock numbers resulting from ongoing sales or maintenance.
Profit! After double checking to make sure everything looks okay once again, 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.
Currently there's no way to link your items in ConsignCloud with existing Shopify products yourself. For an additional $50, ConsignCloud's support team will be happy to link them for you. The way this works is once you have Shopify linked to your ConsignCloud store, we'll run a process on our end that searches products for a SKU matching each item in ConsignCloud and links the two so future updates will connect.
Do note that since Shopify is always-on, you're likely to miss some sales during the transition. Please make sure to correct any missed account balance and item stock updates during that time.