Reviewing Customer Source Information

Before converting customer information, you should analyze existing data and:

• Do not convert inactive customers.

• Clean up customer data.

  Some of the data that you are trying to convert may be corrupt due to code changes in the legacy system or bugs that allowed bad data to enter the system. If you convert this data before cleaning it up, you may introduce bad data into the PeopleSoft database.

  Delete duplicate name and address records for each customer. For example, a customer may have one customer ID that is defined by the initials of the company and another that is defined by the full company name.