Migrate from Revenue Conduit to Unific

The process of migrating from a Revenue Conduit account to a Unific account

What to expect:

  1. Sign up for Unific and connect your store and HubSpot
  2. Unific will create properties in HubSpot for Unific. All Unific custom properties end with " - Unific" (For example: "Products Bought - Unific). Properties are listed here.
  3. Properties that were created by Revenue Conduit will be left as-is
  4. To update all properties, you will need to request a Historical Data Sync. However, please read the rest of this article before you request it.
  5. Since Unific syncs different properties than Revenue Conduit, you will need to change your workflows to use the newer properties to ensure they still function as expected.
    • Identify all workflows using Revenue Conduit properties and remove and re-add the filters so that they use the correct method for the matching Unific property (for example, an enum property may usually use "any of" but a text property uses "any")
    • Find deprecated (Revenue Conduit) properties in workflows and lists and update them with their Unific equivalent, and change their label to include [DEPRACATED] at the beginning of the label so that your team doesn't try and use outdated Revenue Conduit properties.
    • Delete these deprecated (Revenue Conduit) properties when it is convenient for you. 
  6. After this migration of workflows and lists to the Unific properties is done, request a Historical Data Sync.
  7. After Unific is installed and operational, remember to cancel your Revenue Conduit account. You can request cancelation by submitting a ticket.

 


What will be changed? 

Contact:

  • The property "current_abandoned_cart" will now have options "Yes", which corresponds to the value "true" and "No", which corresponds to the value of "false".
  • These properties will be deleted, and new ones will be created with type "multiline text":
Property Label Old Property Name (RC) New Property Name (Unific)
Categories Bought categories_bought categories_bought_text
Products Bought products_bought products_bought_text
Product Types Bought product_types_bought product_types_bought_text
SKUs Bought skus_bought skus_bought_text
Vendors Bought vendors_bought vendors_bought_text
Coupon Codes Used coupon_codes_used coupon_codes_used_text
Shopify Product Tags shopify_product_tags shopify_product_tags_text
Shopify Customer Tags shopify_customer_tags shopify_customer_tags_text
Last Categories Bought last_categories_bought last_categories_bought_text
Last Products Bought last_products_bought last_products_bought_text
Last Product Bought last_product_bought last_product_bought_text
Last Product Types Bought last_product_types_bought last_product_types_bought_text
Last SKUs Bought last_skus_bought last_skus_bought_text
Last Vendors Bought last_vendors_bought last_vendors_bought_text
Abandoned Cart Products abandoned_cart_products abandoned_cart_products_text
Abandoned Cart Categories abandoned_cart_categories abandoned_cart_categories_text

  • These properties will be named the same, but the field types will be modified:
Property Label New Type New Type
Abandoned Cart Date date datetime
Last Order Shipment Date date datetime
First Order Date date datetime
Last Order Date date datetime
Account Creation Date date datetime
Coupon Code Campaign X Expiration Date date datetime
Last Order Status enum select string (textarea)
Last Order Fulfillment Status enum select string (textarea)
Last Order Shopify Order Source enum select string (textarea)
Customer Group enum select string (textarea)

Deal:

  • These properties will be named the same, but the field types will be modified:
Property Label Old Type New Type
Shipment Date date datetime