When it comes to maintaining B2B businesses with Magento 2, it requires much more effort than B2C merchants usually spend. It is no surprise as B2B elements are extremely difficult to manage due to their overall complexity. To make your Magento 2 B2B business efficient you will need the help of professional tools. FireBear Improved Import and Export is one of those tools.
As the main purpose of the extension is data management you can explore the extension to find comfortable ways of administrating your database. It is easy to boost your B2B business with the extension as it supports all Magento 2 B2B entities and has resources to arrange an automated workflow exploiting such entities to the maximum.
Improved Import and Export: an all-round management tool
Magento 2 Improved Import and Export uses data transfers to enhance workflows of both B2B and B2C businesses. As you can get from the extension name, it upgrades the native import and export functionality to expand the area of data transfer applying. Thanks to the flexibility of the tool in Magento 2 entities supported and ways of data processing, you can arrange import and export routines of various scales and make them automated with cron schedules.
All in all, you can explore the extension’s feature set to run database updates, boost Magento 2 Commerce/Cloud and Open Source performance via cross-platform integrations, enable multiple synchronizations within a single store for all-round lifecycle management, etc.
What you get with Magento 2 Improved Import and Export:
- 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.
The software is a one-time purchase that requires no subscription or extra payments, which means you get all the opportunities for business growth with a single extension.
How to transfer Magento 2 company data with Improved Import and Export
The first thing you need to keep in mind challenging the company role transfers is that the entity is not available in your store if you have not the Magento 2 B2B extension installed. The software is the official module developed by the Magento team that introduces the tools for B2B business management. FireBear corresponds to the component specifics with Improved Import and Export with the B2B add-on. The pair of extensions will help you with any transfer of B2B entities you have in mind.
Company roles are elements unique to Magento B2B, which allows defining the accounts within a company and assigning some properties, such as permissions. Company roles as a functionality within Magento 2 Commerce/Cloud are tied closely to the company entity, that’s why Improved Import and Export uses the company email as the identifier for company roles transfers.
Magento 2 company roles can be transferred by specifying ‘Company Roles’ as an entity in an import or export rule. The transfer behavior can also be configured with Improved Import and Export, which means you can decide whether to add, update, or replace the data in the database.
Thanks to the fact that Magento 2 Improved Import and Export supports the variety of data sources and formats, you can run personalized transfers due to unique combinations of these options. With the extension, you do not need to worry about possible errors and data losses as all the data can be modified via the advanced mapping tool.
And these steps are enough to make any transfer result in success.
Visit the FireBear site to see the transfer configuration process in detail.