Migrating to Shopify is crucial for scaling, but data migration can be tricky. This guide simplifies moving customer records, orders, and products. Set your business up for success!
September 17th, 2024
Migrating to Shopify is crucial for scaling, but data migration can be tricky. This guide simplifies moving customer records, orders, and products. Set your business up for success!
At every scale of business, undertaking a digital transformation represents a competing set of risks and opportunities. If you are reading this, you likely understand the importance of nuanced planning to ensure you are maximizing the benefit of this endeavor and doing everything possible to mitigate potential risks. In this article we will cover one of the most common digital transformations in the last decade - the migration to Shopify.
We are writing this blog to serve all audiences; whether your business is built on an ancient homegrown commerce platform, legacy open-source software, or for those who intend to graduate from a non-Plus Shopify plan. Depending on your specific scenario or level of expertise, we encourage you to skip ahead to the topics relevant to you - Thanks for reading!
A migration to Shopify Plus can be spurred by any number of inflection points. We will have some recommendations for documenting your desired Future State below, but it is always important to remember the objective of your migration. This mission statement will serve as a north star when making decisions along the way. Some of the most common scenarios we see from our clients include:
Growing technical debt associated with maintaining a legacy platform
Lack of agility and a waning ability to keep pace with market trends
Too many disparate systems with limited integrations.
Inability to scale due to technical or functional limitations
Shifting system and Information architecture needs
Lack of customizability and UX design limitations
Slow site speed and responsiveness
Once you have a general idea of your desired future state, it’s time to start planning. We will go into a bit more detail on the topics below, but I think it makes sense to start with a general overview of what you will want to be thinking about during this whole process.
Documenting your current state
Defining your future state
Determine data mapping plan
Considering new technologies
User Experience Design
Set up your Shopify store
Import your data into Shopify
Verify and organize products after import
Testing and Quality Assurance
Choose the Right Migration Partner
Having a detailed understanding of your current state will help you tremendously in this process. Equally important, having this information documented will make it infinitely easier to get your internal team informed, as well as any consultants or agencies who you might engage with.
AGENCY TIP:
A picture is worth a thousand emails.
Creating and maintaining a basic system/application architecture diagram can save you whole meetings with agencies, will help avoid confusion, and will help your agency partner tap the necessary technical resources to keep your project on track and on time.
For any ecommerce manager or stakeholder interested in understanding their ecommerce business, this can be a great exercise, even if you're not planning any major changes to your tech stack. “Where do I start?” is going to have a different answer for any business, but a simple diagram of your current applications is something I have recommended in the past. Starting with key systems, get as detailed as you find helpful. In its most basic form, your current architecture might look like this:
Beyond your current architecture, it may also be helpful to create a short list of how you are (or aren’t) using these tools. From a migration perspective, this practice will help you, and others, visualize opportunities to eliminate redundancies, unify disparate systems, build better integrations and generally identify what is working and what can be improved.
Before embarking on a migration to Shopify, it’s essential to envision what success looks like post-launch. Defining your future state is about more than just technical upgrades—it’s about aligning your business goals with a scalable ecommerce platform that can grow with you. Think of this phase as your blueprint for a thriving online storefront. Consider your long-term strategy for product expansion, customer experience, and operational efficiencies.
Your future state should reflect how your brand will stand out, streamline processes, and deliver unparalleled value to customers in the years ahead. With the world's highest converting (and customizable) checkout, a virtually endless marketplace of 3rd party apps, and native integrations with best-in-class ERPs, CRMs and PIMs, future proofing businesses is one of the most common objectives we see among merchants making the move to Shopify
Scalability: Will the new platform support your growth ambitions, including retail, international expansion, or multi-store management?
Customer Experience: How can you enhance the customer journey from browsing to checkout? Consider implementing features like personalized product recommendations, faster load times, and a mobile-first design.
Operations & Efficiency: What workflows need optimization? Think about automating tasks like inventory management, order fulfillment, and customer support through Shopify Plus's integrations and apps.
Brand Vision: Does your brand message remain clear and consistent across touchpoints, while also adapting to new market trends or technologies?
Data & Analytics: How will you leverage Shopify Plus’s reporting and analytics tools to make data-driven decisions that boost performance and customer engagement?
Asking the right questions and having a forward-looking approach will ensure your migration sets your brand up for long-term success.
Maintaining continuity of data through a major digital transformation project is as important as it can be challenging. As part of your planning process it will be helpful to decide exactly what historical data needs to make it into Shopify. The most common data points to consider are:
Customer Records
Order Records
Product Data
Loyalty Points and Credits
Migrating Customer Records:
When migrating from your existing commerce platform, you can (usually) export customer data from your current platform and format it into a CSV file that matches Shopify's requirements. This file typically includes details like names, email addresses, phone numbers, and order history. Once formatted, you can upload the CSV to Shopify, which automatically maps the data to the appropriate fields in your store.
Depending on the number of systems you are consolidating data from or the amount of records this process can range from quite simple, to very tedious. Duplicate records, data formatting, missing data fields, are all topics which can impact this process. Depending on the level of complexity, and the bandwidth of your team, data migration services are a very common reason to seek the support of a Shopify-specialized agency.
AGENCY TIP:
Shopify is built to help in this process.
During the import process, Shopify checks for required fields, such as email addresses, and verifies that the data follows proper formatting standards. If there are any issues, such as missing mandatory fields or incorrect data formats, Shopify flags these errors and provides detailed feedback, allowing you to correct the data before completing the import. Additionally, Shopify ensures that customer records do not contain duplicates by cross-referencing existing records, helping to maintain a clean and organized customer database.
Migrating Order Records:
Migrating order records to Shopify Plus requires careful planning to maintain a complete and accurate sales history. Depending on your current system's ability to export records and how that data is structured, this can become challenging at scale.
Start by exporting order data from your existing platform, ensuring that all relevant details—such as order dates, product SKUs, customer information, and payment statuses—are included. Next, format the data to match Shopify's requirements, making any necessary adjustments to fields or structures. Use Shopify's import tools or an app to transfer the data, ensuring that each order is correctly mapped to its corresponding customer and products. Mapping fields, advising on how much (and what) data should be migrated and determining the best technical approach is where a consultant may be able to save you time, money and heartache.
Finally, test the migration by verifying a sample of orders in the new system to ensure all data transferred accurately and the order history is intact.
AGENCY TIP:
Similar to your Customer Records, a great way to simplify this part of the migration process is to determine how far back you want to reach. Does it really make sense to migrate order records from 5 years ago? Probably not. Be selective with how much data you intend to move into Shopify, keeping in mind that you can always keep the raw data from your former site in a separate database.
Migrating your Product Catalog:
Ensuring that your product catalog is migrated and organized appropriately is a very different conversation for different businesses. On the most basic level, you are uploading a CSV file with your 50-ish products and you're done. On the other side of the spectrum, you might need to build fully custom API integrations with your suppliers to make sure your customers are seeing accurate information about available products, inventory, backorder status, preordering options, etc.
A few approaches to migrating and managing your products, on a scale of complexity (and cost):
Shopify Admin: Use Shopify's built-in product and inventory management tools directly within the admin dashboard. You can add, edit, and organize products, track stock levels, set inventory alerts, and view inventory history all from one place.
Bulk Product Management: Shopify allows you to upload and manage products in bulk through CSV file imports. This is particularly useful when dealing with a large catalog, enabling quick updates to product details, pricing, and inventory levels without having to edit items individually.
ERPs and IMSs: Many contemporary 3rd party systems offer pre-built integrations with Shopify. On the most basic level, you might consider Shopify’s native app, Stocky; however, even some full-scale ERPs now have out-of-the box solutions. Accumatica is a great example of an ERP built for ecommerce. Other options include apps like TradeGecko, Thrive or Skubana to automate and streamline inventory management across multiple locations and sales channels. These tools provide enhanced features such as automated reorder points, real-time stock tracking, and multi-warehouse management.
Custom API Integration: For more complex inventory setups or if you are working with multiple suppliers, Shopify’s API allows for custom integrations. You can sync inventory between different platforms, manage products in real time, or even set up automated replenishment systems by connecting with your suppliers' databases directly.
AGENCY TIP:
Matrixify is a powerful app that simplifies the process of migrating to Shopify by allowing users to import, export, and update large volumes of data with ease. Whether you’re transferring products, customers, orders, or collections, Matrixify’s flexible CSV, Excel, and XML support ensures seamless data management. Its intuitive interface makes it an ideal solution for those seeking efficiency and control during Shopify migrations.
Making the Move
Migrating to Shopify represents more than just a technological upgrade; it's an opportunity to enhance your business’s efficiency, scalability, and customer experience. By carefully documenting your current state, defining a clear future vision, and executing a well-planned data migration strategy, you set the stage for a successful transition to Shopify.
To ensure a seamless process and leverage specialized expertise, consider partnering with a third-party agency. Their expertise can help you navigate the complexities and optimize your migration, ensuring your transition is as seamless as possible. If you need help, Sunrise Integration can assist you—contact us today!
