How to Transfer Magento 2 Customer Finances with Improved Import and Export?
Magento 2 Commerce and Cloud editions as a B2B businesses enabler require much time effort when it comes to routine management.
The business specifics put lots of pressure on the merchant shoulders that can be relieved only with the help of professional tools. Magento 2 market is overflown with powerful extensions that enhance various parts of the platform.
However, to find the universal solution for most of the issues you may face in your routine is not an easy task. FireBear has developed Magento 2 Improved Import and Export with a single aim — to assist Magento 2 merchants in every stage of their workflow and open unlimited possibilities for scaling up the businesses. In the post, we are going to shed some on the extension and how it can help with B2B business management.
Improved Import and Export: a universal management tool
As we’ve hinted above, Improved Import and Export for Magento 2 is a data management tool that serves to help with routine automation within B2B and B2C stores. The extension explores data transfer limits to single-handedly provide workflow administration services that usually require multiple tools to be installed. Enhancing the logic of the native Magento 2 import and export, the extension brings flexibility to data transfers with the variety of data sources and formats supported.
The number of use-cases where Magento 2 Improved Import and Export can be applied is unlimited. The software helps with routine database updates, cross-platform integrations, third-party extension synchronizations, etc.
All the processes can be enabled thanks to the extension’s rich feature set:
- Cron-based automatic updates,
- Full Magento 2 entities support,
- Data transfers via REST and SOAP API, FTP/SFTP, Dropbox, Google Drive, Google Sheets, URL, file uploads,
- Processing of data in the CSV, XML, XLXS, ODS, JSON, ZIP, TAR formats,
- Data mapping.
How to transfer Magento 2 customer finances with the help of Improved Import and Export
Customer finances, or store credit and reward point data, are the functionality that allows keeping customers’ in-store balance. The feature helps attract clients to spending more time in the store and become active participants of the promotional campaigns and store events. Essentially, customer finances are the reward program, the strategy proved to be effective in building long trusting relationships with customers.
Customer finances are one of the crucial Magento 2 B2B features. By managing them with Improved Import and Export, you can increase the feature efficiency and strengthen your clients’ satisfaction with your services.
The first thing you need to do to enable customer finance transfers is to define the relevant entity in the import or expert rule.
Selecting ‘customer finances’ in the wide list of the supported by the extension entities will trigger the special logic within Improved Import and Export code. Deciding in the transfer behavior is the next step to arrange successful import and export runs. You can choose between the ‘add, update, or replace’ actions.
Data sources and file formats are another configuration stage that provides enhanced functionality in comparison to the native Magento 2 tool.
You get to select the options that will benefit your transfer the most and combine sources with file formats to control the transfers for positive results.
All the transfer data is subjected to be validated with the tool before being extracted or implemented. In case the validation is successful, you can proceed with the import or export run. If you want to modify your data file, turn to the built-in mapping functionality and apply changes massively. For more insights on the Improved Import and Export and the customer finance transfers go to the FireBear site.