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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Product migration gets complex because different CRMs structure products and pricing differently. Your source system’s product catalog doesn’t map directly to your destination platform’s product and line item requirements, especially when pricing tiers and discounts are involved.
Here’s how to handle product structure differences and preserve pricing data, even when your source and destination systems handle product catalogs in fundamentally different ways.
Transform product structures with two-step migration using Coefficient
CoefficientWhile product migration has specific complexities,can assist through data transformation and export capabilities. The key is understanding that product and line item structures differ significantly between systems, requiring a systematic two-step approach to preserve both product data and pricing relationships.
How to make it work
Step 1. Export and transform product data structure.
SalesforceSalesforcePull your product catalog data into Google Sheets or Excel where you can transform it to matchorproduct requirements. Use spreadsheet formulas to handle price formatting, currency conversions, and product category mapping to align with your destination system’s structure.
Step 2. Create products first, then handle line item associations.
Use Coefficient’s UPSERT capabilities to create products in your destination system first, capturing the system-generated product IDs. This two-step process is necessary because most CRMs require products to exist before they can be associated with deals as line items.
Step 3. Map product categories and properties.
Transform your source system’s product categorization to match your destination platform’s product property structure. Create mapping tables that convert product types, categories, and custom attributes to align with your new system’s requirements.
Step 4. Handle pricing data with validation formulas.
Use batch processing for large product catalogs while building validation formulas to check pricing data accuracy. Different systems handle pricing tiers and discounts differently, so manual validation ensures pricing relationships transfer correctly.
Step 5. Preview pricing mappings before export.
Use Coefficient’s preview feature to identify pricing mapping issues before export. This is especially important because pricing data errors can impact deal calculations and quote generation in your destination system.
Preserve your product catalog integrity
Start planningProduct and pricing data forms the foundation of your sales process. While some manual validation may be needed for complex pricing structures, systematic transformation and two-step migration can preserve most of your product catalog data.your product migration today.
