Celerant ships three different products with overlapping names: Command Retail (legacy on-premise), Cumulus Retail (SMB cloud), and Stratus Enterprise (large-retailer cloud with data-warehouse layer). The general Reports > Export pattern is the same across all three, but menu labels and column names differ slightly. The steps below cover the common path. Public Learning Center is at celerant.com/learning-center; deeper KB sits behind a customer login.
What Orchid Does With This File
Standard customer-list import - deduplication, format standardization, merge with bound-book addresses where appropriate.
Before You Start
- Decide whether to bring loyalty point balances into Orchid POS. If yes, Orchid will need a separate loyalty balance export (your consultant will walk you through it).
Step-by-Step Instructions
- Sign in to Celerant.
- Open the Reports menu and navigate to Customer reports.
- Choose Customer List (or use Custom Report Designer on Cumulus/Stratus to build an extract with all fields).
- Run the report.
- Click the Export dropdown and choose Excel.
- Save the file.
Expected File Format
Excel (.xlsx)
Expected Columns
- Customer ID
- First Name
- Last Name
- Address 1
- Address 2
- City
- State
- Zip
- Phone
- Loyalty Tier
- Loyalty Balance
- Created Date
- Notes
Watch Out For
- Loyalty point balances are sometimes a separate Celerant export - if your store runs loyalty, ask your consultant about a separate loyalty extract.
- Tax-exempt customer flags may not export as a standard column - check that they round-trip correctly after import.
This file may contain sensitive information (customer addresses, pricing, costs). Send it to Orchid using the secure upload link your consultant provided. Do not email exports as unencrypted attachments.
Questions about this export? Reach out to your Orchid implementation consultant, or email implementations@joinorchid.com with the subject line "[Migration] [Your Store Name] - [Legacy System] [File Type] export."