The ultimate checklist for a successful Shopify migration [2024]

Welcome to the exciting world of e-commerce migration. Moving your website to Shopify, one of the most popular and powerful e-commerce platforms, can pave the way for online success, though it comes with challenges.

The migration process involves transferring years of product data, order history, blog content, and other information seamlessly to the new system. You also need to recreate your workflows, shipping methods, payment settings, and full website design on Shopify without disrupting your current customer experience or hurting your SEO rankings.

Good planning can make your transition to Shopify both smooth and successful. In this article, I’ve put together a detailed checklist to guide you through this complex process. I’ll also share some helpful tips and strategies to ensure a seamless switch. 

Step 1 - Create a migration plan

Planning well is key to a smooth switch to Shopify. We’ll start by exploring the details of your current platform and clearly setting out what we want to achieve with the migration.

Assess your current setup

• Evaluate your platform: Figure out what works well and what’s missing.
• Analyse performance metrics: Look into metrics like loading times and conversion rates to see where you stand and identify areas for improvement.

First, you assess which aspects of your current store layout, design, and product placement are driving sales and customer satisfaction. You decide to replicate these successful elements in the new Shopify store.

Conversely, any areas that customers find confusing or inconvenient will need redesigning or eliminating. This way, your new Shopify store will have all the best features and improvements right from the start.

Set your migration goals

What metrics will show that your migration is successful? Is it increased traffic, higher sales, or bigger shopping carts? Pick these measures early on to track your migration’s success. 

Think of it like starting a fitness journey. Do you aim to lose weight, build muscle, or improve overall health? Setting clear fitness goals helps you create a tailored workout plan, choose the right exercises, and track your progress effectively. Similarly, defining your migration goals ensures you focus on the right targets and measure your success accurately.

Build your migration team

Remember when you worked on a group project at school? You had someone who did the research, another person who made the poster, and someone else who did the talking. It’s the same here; everyone has a job to make sure the migration goes smoothly.

Set timeline and budget

• Plan your migration schedule: Break your project into key milestones such as design finalisation, data migration, testing, and launch. To keep things smooth, pick a launch time outside of the shopping season.
• Plan your budget: Review all related costs, including one-time expenses like buying Shopify themes and ongoing costs like Shopify payments, Shopify subscription, and transaction fees.

Imagine planning a wedding party. First, you set a date for the event. Next, you make a detailed checklist of all the tasks you need to complete like sending invitations, buying the cake, and decorating the venue. You also figure out how much money you’ll need for each aspect to ensure everything is covered. Planning your migration is similar—lots of little steps leading up to a big celebration.

Step 2 - Set up your Shopify store

Pick the right Shopify plan

Compare the features and costs of different Shopify plans to find the one that best suits your business’s current and future needs. Consider factors such as the number of products you’ll list, your expected sales volume, and the types of features you’ll need, like gift cards or professional reports.

Choose the right theme

Go for a theme that best match your brand identity, works well on mobile devices, and enhances user experience. A good theme will make your store look professional and be easy for customers to navigate.

When you choose a theme that closely resonates with your branding, you’ll need to do fewer customisations, saving you time and effort.

PRO TIP: Choose themes that have high review ratings, positive feedback and good support.

If you have a free trial Shopify store, you can go to the Shopify admin and select any themes to preview. This way, you can see exactly how it looks with your actual products

Configure payment settings 

Don’t limit your payment options to just credit and debit cards. Consider other methods that improve customer convenience such as mobile payments (Apple Pay, Google Pay) and Buy now, pay later (BNPL) options like Afterpay, Zip and Klarna. 

PRO TIP: Using Shopify Payments, which skip transaction fees, cutting your costs a lot. It’s an integrated solution that also simplifies the checkout process.

Configure shipping settings 

Set up shipping zones and rates correctly, and consider offering free shipping or free shipping over a certain amount to encourage more sales. Making sure your shipping rates are clear and fair is crucial. Customers appreciate knowing exactly what they’ll pay for shipping, with no surprises at checkout. This transparency builds trust and makes them more likely to complete their purchase, significantly reducing cart abandonment.

PRO TIP: Use Shopify shipping apps like Startshipit, Shippit, and Shipstation to automate your shipping process. When choosing a shipping app, consider your business size, shipping volume, and specific needs. These apps can save you time and reduce shipping errors.

Set up tax and legal stuffs

• Add store policies such as return policy, shipping info, privacy policy, terms of service and legal notice
• Make sure your return policy is easy to find and understand. Highlight key points like return time frames, conditions, and the process for returning items. This transparency helps build customer confidence and encourages more purchases.
• Set up tax rates as per local laws, using Shopify's automatic tax calculations.

Enhance the checkout experience

Implement Shopify's One-Page Checkout which is available to all Shopify plans. This makes the payment process quicker and easier for users.

PRO TIP: Don’t forget to add your brand’s touch to your Shopify Checkout page!

The default Shopify Checkout page has a generic look, so be sure to add your own logo and adjust the colour scheme to match your branding. This customisation ensures the Checkout page is consistent with your store’s design, helping to build trust and making customers feel more confident when they reach the final step of their purchase.

Install essential apps

Installing essential apps is like equipping your business with the best tools and technologies. These tools enhance functionality, streamline operations, and provide better customer service.

Explore the Shopify app store for tools to improve your store's functionality. Some recommended apps:

• Product filter and search: An advanced search and filter navigation app.
• Judge me: A Product review app
• Klaviyo: An email marketing app 
• Simprosys Google Shopping Feed
• Upcart cart drawer: A slide cart with upsells and add-ons to increase your average order value (AOV)

PRO TIP: It's crucial to test apps to see if they integrate well with your existing processes. Some apps  slow down your site's loading speed, so it's a good idea to evaluate which apps are essential and keep only those.

Step 3 - Migrate your data to Shopify

Back up your data from your current website 

Make sure you have comprehensive backups of all your data. Download all product info, categories, descriptions, images, and customer transaction history. Keep copies both locally and externally. In most e-commerce platforms, you can back up from the admin backend.

Decide what data and content to move over to Shopify 

For example, you might want to migrate the following data:

• Products
• Customers
• Historical orders (orders that have already been fulfilled)
• Other data: Gift cards and store credits, pages, blogs, reviews, and any custom fields.

Understand different methods to transfer your data

Here’s a quick comparison to help you understand the different methods for transferring your data from another platform to Shopify:

Choosing the best data migration method

The best option for each type of content depends on the amount and complexity of the data. For example, a catalog of more than 100 products likely needs to be imported using a CSV file or an app. Meanwhile, individual pages, like shipping or refund policies, can likely be copied and pasted into your new Shopify store. Review the following table to find the options available for each type of content.

PRO TIP: Some best migration apps including Matrixify, LitExtension and Cart2Cart.

Start your data migration 

• Data mapping: Align each data field in your current platform with fields in Shopify, including matching product categories, customer details and order information.
• Data transformation: Some data needs tweaking to fit into Shopify's structure. For example, while there’s technically no such thing as a subcategory or subcollection in Shopify, you can still organise a hierarchy for collections using Shopify’s navigation system.
• Test data migration: Run a trial migration with some of your data. This will spot any issues early and let you fine-tune things before the full migration.

PRO TIP: The sequence of importing data matters. Import your products first, then customers, then any historical orders so everything connects correctly. Other data can be imported in any order.

Verify and organise your data after import

Once your products are in Shopify, double check that all the details like price, weight, and inventory are correct. Errors here can really affect your business.

Step 4 - Consider SEO

Keeping your search engine rankings during and after switching to Shopify is important. A successful migration isn't just about moving content and data; it's about keeping the SEO value you've worked hard to build. 

• Meta data: Make sure all your page titles and meta descriptions are moved over to Shopify without a hitch.
• Alt text: Don’t forget to transfer the alt text for all your images.
• Structured data: If your old site used structured data (like schema markup), check that it’s set up right on Shopify. You can use the Google rich results test to check for any critical structured data issues on your website by simply copying and pasting your product URL into the input box, then review and address any issues based on the provided recommendations.
• URLs redirects: Different platforms have varying URL structures, so redirects are crucial to ensure anyone visiting an old URL gets smoothly directed to the new one. They help preserve your search engine rankings and ensure users can still find your content without encountering broken links.
• Tracking tools: Shopify’s built-in analytics and reporting tools are essential for keeping tabs on how your new store is performing. You can also use Google Analytics and Google Search Console to monitor traffic, user behavior, and identify any crawl errors that might affect your SEO. 

If you spot big drops in ranking or run into technical SEO problems, tackle them fast. This might mean tweaking redirects, fixing metadata, or sorting out crawl errors.

Step 5 - Test your new setup

Run thorough tests to make sure all parts of your Shopify store work perfectly, and refine things based on what you find.

• Store functionality: Test every bit of your store’s functionality. Look at product searches, navigation, adding items to the cart, checkout processes, payment options, and post-purchase stuff like order confirmations and email notifications.
• User experience (UX): Take a good look at the overall user experience. Check that the site is easy to use, looks great, and fits your brand. Give extra attention to how it works on mobile phones.
• Place some test orders: Think of it as a dress rehearsal! This step lets you walk through the entire order and payment process just like your customers would, making sure everything clicks perfectly into place. 
• Soft launch: Consider a soft launch to catch any last-minute issues before going live. A soft launch is like opening your store to a select group of loyal customers before the grand opening to identify and fix any issues.

Whenever you make changes, jot them down along with what happens as a result, for future reference and analysis.

Step 6 - Launch your Shopify store

Congrats on hitting such a big milestone — launching your new Shopify store!

• “Under construction” page: There might be a short downtime, typically 30 minutes to 2 hours, because of DNS (Domain Name System) changes. Setting up an 'under construction' page is a smart move. It keeps your customers in the loop and reassured if they run into any disruptions.
• Connect your domain: Connecting your domain to Shopify is straightforward. Just follow the instructions from Shopify. If your email is tied to your domain, be sure to update your MX (Mail Exchange) records to keep your emails running smoothly. It's often safer to get a bit of help from your domain provider beforehand!
• Post-launch optimisation: Keep an eye on your site's performance and quickly address any issues you notice. Encouraging customer feedback is also a great idea—it'll give you valuable info for continually enhancing their shopping experience.

PRO TIP: Don’t forget to reach out to your existing customers. Invite them to check out your new Shopify store and reactivate their Shopify accounts.

Conclusion

Migrating to Shopify is a strategic move that can boost your ecommerce operations, opening up exciting opportunities for growth and improved customer interaction. With the right approach, your transition to Shopify can improve your business efficiency and keep your customers coming back happy. 

By following this checklist and tips, you’ll ensure a smooth transition that not only transforms your online presence but also improves the customer experience. Remember, careful planning, detailed testing, and clear communication are crucial for a successful shift to Shopify.

Got any questions about this guide, feel free to leave a comment below.

Want to skip all these steps? Let our Shopify migration experts handle this complex project for you.