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Migrating Customers to Corporates

To migrate active customers to corporates, follow these steps:

  1. Navigate to Customer > Customers. The following screen appears that displays all the active customers under the Active Customers tab.Customers
  2. Click on the Migrate to Corporate button. The following screen appears:Migrate to Corporate
  3. Select all the customers you want to migrate to corporate.
  4. Click on the Select Corporates button. The following screen appears:Migrate to Corporate
  5. Select the Corporate Names and associated Group Names where you want to migrate the selected customers.
  6. Click the Migrate to Corporate button.