On the launch of the Business to Business model, we will be migrating your present business associated customer’s data as follows:
- Current Business Associated Customers Data → Business Contacts Data
- Current Business Associated Customers Orders → Business Orders with [associated customer] as POC of the Order.
If you don’t want to migrate your contacts then simply follow the steps:
Step 1: Go to the customer listings page and click Export to CSV.
Note: Change the view to show Business/Account
Step 2: From the downloaded CSV file, empty the Business/Account column. Don’t delete the column but remove the customers’ names.
Step 3: Import the CSV back by going to Import Customers → Update Existing Customers.
Posted in: Customers