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How to create customer groups?

Cart2Cart provides a possibility to map your customer groups from your Source cart to those on your Target cart during data migration. It's important to ensure that Customer Groups are already created in your Target store before you begin the migration process. This allows Cart2Cart to accurately map the groups during the transfer. If you haven’t set up Customer Groups in your Target cart yet, the following instructions will guide you through the process for some popular platforms.

How to Create Customer Groups for Data Migration

These steps outline how to create customer groups in various e-commerce platforms, ensuring a smooth data migration with Cart2Cart.

Creating Customer Groups in Magento

To create customer groups in Magento, navigate to Customers -> Customer Groups and click Add New Customer Group in the top right of the page.

Then, fill in the "Group Name" and select a "Tax Class" from the dropdown.

• Group Name - Enter the name of the Customer Group as it will appear in the admin panel.
• Tax Class - Assign a Customer Class Tax to each Customer Group. Tax classes are assigned to Customer Groups, which are then assigned to customers.

After that, simply click “Save Customer Group”.

Creating Customer Groups in PrestaShop

To create Customer Groups on PrestaShop, navigate to Customers -> Groups. You will see 3 default Customer Groups - Visitor, Guest, and Customer. To create a new one, click "Add New" and fill in the form.

• Name - How your Customer Group will be called. Use a short and descriptive name.
• Discount - A discount that will be applied to members of the group. It will be applied to all products in your shop.
• Price display method - Choose whether to include or exclude tax.
• Show prices - Decide if you want customers to see prices.

Then click “Save”.

Creating Customer Groups in OpenCart

To create a new Customer Group on OpenCart, go to the Sales -> Customers -> Customer Groups page. Above the list, click the "Insert" button. You will need to provide the Customer Group Name, Description, approve or disapprove customer logins, and allow the customer to select their company no. or Tax ID.

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