Migrating to customer accounts from legacy customer accounts

Migrating from legacy customer accounts to the newest version of customer accounts can help enhance your store's brand presence and deepen your customer relationships with an improved experience in the following ways:

• Maintain a consistent brand presence and login experience across your online store, checkout, and customer accounts.
• Offer customers a faster, more intuitive login and checkout experience using passwordless login and saved payment methods.
• Customize and add features to your customer accounts pages using app blocks, which don't require you to add any code to your store, and are kept up to date by the app developer.
• Reduce support debt with self-serve options for common tasks such as returns and customer account management.
• Integrate customer accounts with B2B on Shopify for a seamless wholesale buying experience (Shopify Plus plans only).

Before you migrate to customer accounts, review the differences between legacy accounts and customer accounts.

To ensure a smooth transition from legacy customer accounts to customer accounts, review the steps in this migration guide.

Step 1: Review the considerations for migrating to customer accounts

Before upgrading from legacy customer accounts to customer accounts, review the following considerations:

• Apps or liquid customizations added to your theme’s customer account pages won't carry over to the new version of customer accounts. Use app blocks to recreate any customizations you want to keep.
• All links to legacy customer accounts will redirect to customer accounts.
• Customer accounts aren't compatible with pixels.
• Workflow triggers or automations based on legacy customer accounts aren't supported in customer accounts. If you have existing workflows or automations configured using legacy customer accounts, then they can't be migrated to customer accounts.
• Multipass isn't supported on customer accounts.
• You can't set a custom domain per market for your customer accounts pages. This means that even if your store has multiple international domains set up, you can use only one domain for customer accounts across all markets.

You can switch back to legacy customer accounts at any time to restore your previous experience.

Customer login experience after migrating to customer accounts

After you migrate to customer accounts, customers are no longer required to log in to their account using a password, and instead use passwordless login by entering their email address and receiving a one-time passcode.

If a customer already has a customer profile in your Shopify admin, then they already have a customer account. This means that after you migrate, customers don't need to re-register for an account, and you don't need to send customer account invites.

Learn more about the customer experience.

Step 2: Ensure that your brand settings are up to date

Your checkout style automatically applies to your customer account pages. Before you upgrade to customer accounts, review or edit your checkout style to ensure that all of your brand settings are up to date.

Learn more about customer accounts branding.

Step 3: Duplicate your existing configuration

Before you start updating your store to migrate to customer accounts, you should duplicate your live checkout and accounts configuration. This lets you make customizations to the pages in your checkout and accounts editor, and preview them before you're ready to publish them.

Steps:

1. From your Shopify admin, go to Settings > Checkout.

2. In the Configurations section, click Duplicate next to the configuration that you want to duplicate. This creates a copy of your configuration.

3. Optional: Click Customize to edit how your checkout will display to customers.

Step 4: Customize your customer accounts pages using app extensions

You can customize your customer accounts pages using apps in the checkout and accounts editor. App extensions let you add features to your customer accounts pages to improve the customer experience, such as loyalty programs, post-purchase offers, and self-serve options. Some apps also give you the option to add a new page to customer accounts using app blocks. For example, a wishlist app might offer an app block that lets you add a new wishlist page to customer accounts.

If you've made any customizations to your current legacy customer accounts in your theme, then consider which features and customizations you want to recreate on customer accounts using apps.

Review the following resources to find compatible apps with customer accounts:

• Customer account extensions in the Shopify App Store
• Apps for extending your customer accounts in the Shopify App Store

Note

If you can't find an app that suits your customization needs, then you can work with a developer or Shopify Partner to create a custom app.

Steps:

1. Install the apps that you want to use to customize your customer accounts.
2. From your Shopify admin, go to Settings > Checkout, and then next to the copy of your configuration that you created in Step 3, click Customize.
3. In the checkout and accounts editor, do any of the following:
   • To add a section to an existing customer accounts page, follow the steps to add app blocks from your installed apps to your customer accounts pages.
   • To add a new customer accounts page to your store using an app, follow the steps to add a new page to customer accounts using app blocks.
4. Optional: In the checkout and accounts editor, preview the changes on your pages on different screen sizes by clicking the button for desktop, button for mobile, or button for fullscreen to view how the page displays to customers.
5. Click Save.
6. When you're ready to publish your changes, click Publish.

After you publish your changes, the copy of your checkout and accounts configuration that you created in Step 3 becomes the published version of your configuration.

If you add a new page to customer accounts using app blocks, then you're also prompted to add that page to your customer accounts menu so that customers can easily access that page. Learn more about customizing your customer accounts menu.

Step 5: Update your customer accounts domain to a subdomain of your primary domain

You can create a subdomain that's based on your online store's primary domain name, and points to your customer account pages for a more consistent customer experience.

Learn how to connect a third-party domain to Shopify for your customer account pages.

Step 6: Update your sender email

To optimize your email deliverability and ensure that customers can receive emails such as one-time password emails from your store, check that your sender email is up to date, and verify that you have access to your sender email.

Step 7: Switch to customer accounts

When you're ready to switch from legacy customer accounts to customer accounts, follow the steps to set up customer accounts.