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How to transfer company data with Magento 2 improved import and export

Magento


B2B specifics revolve around the complexity of the related data structures.

It seems almost impossible to arrange an efficient workflow for such businesses as their focus requires much dedication, time, and effort. Managing any part of a Magento 2 B2B business is not less consuming in terms of resources.

However, your client data and professional Magento 2 B2B functionalities can be controlled with the right management software. Moreover, such pieces of software not only help you automate your workflow but work to improve the overall performance of your store and make your experience with the platform more comfortable.

The extension we introduce today is Magento 2 Improved Import and Export by FireBear. With the tool, you can manage your workflow fully and get the most out of unique Magento 2 B2B entities, such as companies, shared catalogs, negotiable quotes, and others.

Improved Import and Export: an irreplaceable management tool

FireBear Improved Import and Export for Magento 2 is an extension focused on data management routines that enhances user experience with data transfer for both B2B and B2C merchants. The software is built upon the native import and export functionality with serious upgrades in data sources and file formats supported.

You can use the extension in various cases. It helps automate database updates, bring new options to Magento 2 via cross-platform integrations, enable extra revenue sources with dropshipping platform synchronizations, etc. With Improved Import and Export, you can establish more than one connection at a time and maximize your business performance.

The key features of the extension are:

  • 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 Company data with Improved Import and Export

Companies are the representation of your clients. The elements built into the company entity are focused on delivering the maximum info on your clients that you need to provide reliable services. You can use company email, address, legal company name, name of company representatives, and even the payment method the company prefers.

Improved Import and Export and its B2B add-on are able to process all the values related to the company entity. Paying closest attention to the data specifics, the pieces of software support all kinds of manipulations with the company values.

What you should know is that companies are available in your store only after you have installed the official B2B extension by the Magento team. The extension introduces the entity along with a bunch of others unique to Magento 2 Commerce and Cloud editions.

To start transferring Magento 2 company data you need to specify Company as an entity for import or export. Then you can select the transfer behavior: whether to add, update, or replace the data in the database. These are the starting steps along with deciding the type of transfer you prefer — manual or automatic with cron.

As we have said above, Magento 2 Improved Import and Export supports multiple data sources and formats. Using them, you can create unique combinations to get the maximum efficiency with your transfers. To avoid any errors or data losses, you can control value data with the advanced mapping tool built into the extension logic. Any kind of data modification can be applied massively or to particular rows in a data file.

Once you have configured an import or export rule, you can run the transfer with ease.

See the detailed configuration process at the FireBear site.



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