How to migrate client-related data from external CRMs to B2CORE

Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE

The following instruction explains how to migrate clients and their related data, including personal information, accounts, and KYC documents, from an external CRM to B2CORE. The migration process includes importing all required client data, with documents uploaded as digital resources and securely linked to the corresponding client profiles in B2CORE.

It's strongly recommended to test the import functionality in a sandbox environment before running a full migration with actual client data. This allows you to understand the process, verify data requirements, and identify any limitations, helping to ensure a safe and error-free migration to production.

To migrate clients and their related data to B2CORE:

1

Import clients and their personal information

Import the client list and required personal information using the import-users option, which is available by navigating to System > Import Data.

For details, refer to How to import client-related data and specifically the import-user option.

2

Import client accounts

Once clients are imported, proceed to import their account information using the import-accounts option, which is also available by navigating to System > Import Data.

For details, refer to How to import client-related data and specifically the import-accounts option.

3

Migrate client KYC documents

Transfer documents submitted by clients for KYC verification, such as ID cards, passports, or other types, to B2CORE using the B2CORE API, via the endpoint:

POST [host]/api/v2/documents

The B2CORE API is restricted and not publicly available.

Access to the API and its documentation must be requested via a support ticket, including a clear and detailed description of your intended use cases.

By following these steps, you ensure a structured, accurate, and secure migration of client data into B2CORE, minimizing errors and preserving data integrity.