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Add-ons, Customization, and Custom Service Boundaries

Identify the correct configuration or service layer for Standard Add-ons, approved Customization, Tailored or Custom Add-on work, and other non-standard requirements.

Add-ons, Customization, and Custom Service Boundaries

Section titled “Add-ons, Customization, and Custom Service Boundaries”

Choose the narrowest supported capability that can produce the required migration result. Standard configuration, purchased Standard Add-ons, approved Customization, and new Custom Service work are separate layers. Using the correct layer prevents duplicated requirements, unsupported rules, and incorrect assumptions about what a purchased migration includes.

Capability layerPrimary purposeAvailabilityWhere to complete the task
Standard Data, Options, and Attribute MappingSelect supported data types, apply supported migration options, and align standard operational values.Shown according to the selected migration path and both platform data models.Configure Your Migration
Standard Add-onsApply bounded record filtering, supported field or database-column mapping, or supported target-value transformation.Add-ons appears only when the purchased migration includes an applicable Add-on.Configure Add-ons
Approved CustomizationSelect tailored work already assessed, approved, and attached to the purchased Custom Service.Custom appears only when approved Customization is included and available for selection.Select Customization
Tailored or Custom Add-on requirementModify/expand a Standard Add-on function or create bespoke Add-on functionality.Reviewed and quoted through Custom Service.Prepare Custom Service Requirements
Other new or changed Custom Service requirementAssess unsupported extraction, scripts, APIs, non-standard relationships, schema engineering, or target behavior outside Standard scope.Requires requirement definition, assessment, and agreed scope.Prepare Custom Service Requirements

Standard Service and Managed Service can include purchased Standard Add-ons. Custom Service can include Standard Add-ons, Tailored or Custom Add-on work, and approved Customization. Service type and Add-on scope are separate decisions.

Add-onFixed priceOperational functionStandard boundary
Data Filter$50Selects records within a data type through supported field-based conditions.Does not add unsupported source data or bespoke filtering logic.
Advanced Data Mapping$50Redirects a supported source field to a compatible target field without changing the value as part of mapping.Tax excluded; does not provide database-column mapping.
Advanced Database Mapping$100Maps supported fields and underlying database columns to compatible target fields or columns.Available only when both platforms are Open-Source; Tax excluded; database placement does not guarantee target-side consumption.
Data Transformation$50Changes selected resulting target-field values after applicable mapping stages.Does not replace mapping or implement unrestricted custom code.

When several Standard Add-ons apply, review them in this order:

Data Filter → Advanced Data Mapping → Advanced Database Mapping → Data Transformation

The sequence matters because later applicable stages work with the result established earlier. Validate the observable record scope, destination, stored value, and final transformed value at the appropriate stage.

RequirementCorrect layer
Align supported sites, languages, inventory locations, attribute sets, root categories, customer groups, payment statuses, or fulfillment statusesStandard Attribute Mapping
Redirect a supported source field to a different compatible target fieldAdvanced Data Mapping
Map a supported source field or database column to a compatible target field or column when both platforms are Open-SourceAdvanced Database Mapping
Change the resulting selected target-field valueData Transformation
Extract unsupported data or implement bespoke schema, relationship, script, API, or target behaviorCustom Service assessment

Advanced Data Mapping and Advanced Database Mapping preserve the value as part of the mapping operation. Data Transformation is the Add-on that changes the resulting selected target-field value.

Standard, Tailored, and Custom Add-on scope

Section titled “Standard, Tailored, and Custom Add-on scope”
Scope tierMeaningCommercial treatment
Standard Add-onPre-built fixed-scope capability used without modification.Fixed catalog price shown above.
Tailored Add-onA Standard Add-on function that needs tuning, modification, or expanded scope.Reviewed and quoted through Custom Service.
Custom Add-onBespoke Add-on functionality outside the Standard catalog.Reviewed and quoted through Custom Service.

A custom field, database column, or combination of several Standard Add-ons does not by itself make the requirement Custom Service. Test supported Standard handling first, then escalate only the unsupported portion.

Approved Customization is tailored work already included through Custom Service. It represents a defined requirement with an agreed source location, target result, rules, examples, dependencies, and acceptance conditions.

The Custom stage allows the customer to select applicable approved work items when the current migration activity permits configuration changes. It does not make an unassessed new requirement part of the service.

SituationCorrect treatment
The approved item is present and the requirement is unchangedSelect and validate the approved Customization.
The approved item is missing, inactive, or behaves differently from the approved resultTreat it as an implementation or service-attachment issue and preserve evidence for support.
The source, target, rules, dependency, or expected result changedSubmit the changed requirement for Custom Service scope review.
The requirement was never assessed or approvedPrepare a new Custom Service requirement.

When Custom Service assessment is required

Section titled “When Custom Service assessment is required”

Use Custom Service assessment when the required result cannot be produced safely through the supported migration path, standard configuration, Standard Add-ons, or existing approved Customization.

Typical thresholds include:

  • unsupported source fields, tables, apps, plugins, modules, files, API properties, or external systems;
  • filtering, mapping, or transformation behavior beyond supported Standard controls;
  • bespoke relationships or dependencies between records;
  • schema engineering, scripts, APIs, or non-standard target behavior;
  • modification or expansion of a Standard Add-on function;
  • bespoke Add-on functionality outside the Standard catalog;
  • material changes to previously approved Customization.

Several layers can affect the same data type. Verify the combined result rather than approving each control in isolation.

InteractionWhat to confirm
Data selection and Data FilterThe data type is selected and the filter produces the intended record scope.
Data Filter and mappingOnly intended records continue to the mapping stages.
Advanced Data Mapping and Advanced Database MappingEach supported source value has one approved compatible destination and rules do not conflict.
Mapping and Data TransformationThe transformation applies to the intended resulting target field.
Add-ons and approved CustomizationDependencies, affected records, and expected results match the approved requirement.
Database mapping and target-side componentsThe stored value and the required consuming behavior are validated separately.
ActivityAdd-ons and Customization behavior
Demo MigrationAdd-ons and Customization are unavailable.
First Full MigrationConfigure purchased Add-ons and select approved Customization when included and displayed.
Continue the Migration with the Last Used ConfigurationReuses the recorded configuration unchanged; it does not provide a path for changing Add-on rules or Customization selections.
Continue the Migration with a New ConfigurationAllows supported configuration changes, including applicable Add-on rules and approved Customization selections.
Perform a New MigrationStarts a fresh configuration path on the same purchased Source Platform-to-Target Platform path; included capabilities remain limited to the purchased migration and agreed scope.

A different Source Platform-to-Target Platform path requires a separate purchased Migration Service.