Migrate to Shopify

This guide outlines how to migrate your store to Shopify from another platform.

You can use it as a starting point and as a reference resource to make sure that you don't forget any key setup tasks.

Step 1: Import your store's content and data to Shopify

After you've created your store on Shopify, review your existing store and decide what data and content you want to move over to Shopify. A migration can be a good time to purge old, low-performing content, and give your site and business a fresh look. As an example, you might want to migrate the following data:

  • Products
  • Customers
  • Historical orders (orders that have already been fulfilled)
  • Gift cards, certificates, and store credits
  • Blogs
  • Pages (such as shipping policy, contact, or about)

Next, choose a method to transfer each type of content. Review the following options, which range from the least technically complex to the most technically complex:

  1. Copy the content from your existing store and paste it in your new Shopify store
  2. Export your data into CSV files, and import them to your new Shopify store (some data can't be migrated this way)
  3. Use third-party migration apps from the Shopify App Store.
  4. Hire a Shopify Partner to manage and complete your migration
  5. Develop, or hire a Shopify Partner to create, a custom migration solution using the Shopify API

The best option for each type of content depends on the amount and complexity of the data. Individual pages, such as shipping or refund policies, can likely be copied and pasted into your new Shopify store, whereas a catalog of 250 products likely needs to be imported using a CSV file or an app. Review the following table to find the options available for each type of content.

Migration options for different types of data
DataBulk migration options
Products Export/import using a product CSV file, migration apps, Product API
Customers Export/import using a customer CSV file, migration apps, Customer API
Historical orders migration apps, Order API, Transaction API
Gift cards, certificates, and store credits migration apps, GiftCard API
Blogs migration apps, Blog API, Blog Article API
Pages (shipping policy, contact, and other webpages) migration apps, Page API

Step 2: Verify and organize your products after import

After you import your products to Shopify, verify that all your information is imported correctly. Details, such as price, weight, and inventory, can impact your business when they aren't imported correctly.

Review for common importing errors

Common migration errors
IssueResolution
The import was successful, but something changed.If any of the imported product information has changed, then a message displays in the Product review section of your import summary. Select View items to make any necessary changes.
Products were imported successfully, but not published.If the products that you import are marked as hidden, then they aren't published until you make them available to your sales channels.
Details are missing from imported products.Review the product description on the product page, and then fill in the missing information.
Product variants failed to import.If a product is missing a variant option, then it won't be imported successfully. You can instead add the product to your Shopify store manually.
Some clients or orders could not be imported.If you import multiple customers with the same email address or phone number, then only the most recent customer entry that contains duplicate data is imported. You can add any older customer profiles manually.

Review and organize your products

  1. Review your product details, including the product description, images, variants, price, and meta description.
  2. Create product collections to organize your products into categories, which helps you group your products both in the Shopify admin and on your external website.
  3. Understand product inventory and transfers to keep track of the inventory in your business. Review the available inventory apps to determine if any are necessary for your business.

Step 3: Make your website look great

To help you get started, the Themes page of your admin has a default theme set up when you open an account with Shopify. You need to customize your theme to get your website looking how you want. If you want to customize a different theme for your online store, then you can add through the Shopify admin.

To add a theme for your online store, choose one of the following options:

Add a free theme from the admin

Free themes are developed by Shopify. Help with customizations for free themes is supported by Shopify.

Steps:

  1. From your Shopify admin, go to Online Store > Themes.
  2. In the Popular free themes section near the bottom of the page, click any theme to read about its features and to preview the available theme styles.
  3. Do one of the following:
    • If there's a theme on the page that you want to add, then click Add next to that theme. The theme is added to the Themes page of your admin.
    • If you want to review more free themes, then click Visit Theme Store, and then follow the steps to add a theme from the theme store.

Add a theme from the Theme Store

Paid themes are developed by third-party designers. Help with customizations for third-party themes is provided by the theme designer.

Steps:

  1. Visit the Shopify Theme Store and choose a theme. If you're still in your free trial period, then choose a free theme to avoid paying any charges.
  2. If you've chosen a free theme, then click Add theme or Start with this theme. If you've chosen a paid theme, then click Buy to buy the theme. Paid themes are non-refundable. To be sure that it suits your needs, you can try a paid theme before you buy it.
  3. For paid themes, click Approve to approve the payment. The theme will be added to the Themes page of your admin.

Try a paid theme in your store

You can try a paid theme to preview how it looks with your products, brand colors, and style, before making the commitment to buy the theme. When you preview a theme, you can make customizations by using the theme editor. Any changes you make are saved when you purchase the theme. You can preview up to 19 paid themes, which allows you to compare different themes before buying.

Steps:

  1. Visit the Shopify Theme Store and choose a paid theme.
  2. Click Try theme. A preview of the theme will load for your online store.
  3. Do one of the following:
    • To stop previewing the theme, click Close preview.
    • To purchase the theme, click Buy.
    • To modify the theme settings using the theme editor, click Customize theme.

If you choose not to buy the theme, then the paid theme is still added to the Themes page of your admin. Paid themes that you're trying have a Theme trial label.

Step 4: Set up your shipping

You need to set up shipping rates and shipping methods correctly before you launch — you don’t want to have to refund customers for overcharging them, or to email customers asking them to pay more because you didn’t charge enough to cover the shipping of their order.

For more information about order shipping and fulfillment, click here.

Steps:

  1. Review your store's address to get accurate shipping rates based on your location. If you ship from other places, then add them as locations.
  2. Create shipping zones to allow shipping to different regions, states, and countries.
  3. If you use carrier-calculated shipping rates, then configure your shipment dimensions. Many carriers use volumetric weight (the height, weight, and depth of a package) to calculate shipping rates.
  4. Set up shipping rates for the shipping zones that you create.
  5. Pick a shipping strategy that works for your business. You might find it helpful to look through some options to find what meets your needs before making a decision.
  6. Decide how you want to fulfill your orders. You can fulfill and ship orders yourself or use a fulfillment service that ships orders for you.

Step 5: Configure your taxes

Charging sales tax is an important part of running your business. Depending on your location, there are different rules and regulations about sales tax that apply to your products. To make sure that your store meets those rules, take some time to understand Shopify’s tax setup process.

Charging taxes based on your shipping destinations

When you set up your shipping, you can apply shipping taxes to your products based on the customer's provincial, state, or regional tax regulations. These are calculated automatically by Shopify.

If you need to adjust taxes manually, based on a region with unique tax restrictions or based on a specific collection of products, then you can do so with a tax override.

Keeping track of your taxes

When you configure the tax settings for your products, you need to consider how to keep track of your taxes throughout the year.

If you’re not sure which system to use to keep track of your taxes, then you might want to review some accounting apps in the Shopify App Store.

Step 6: Setting up a payment provider

To make sure that customers can pay you, you need to set up a payment provider. A payment provider lets you accept credit card payments securely. Shopify Payments is available in certain countries and a variety of supported third-party payment providers are available.

Set up a payment provider

  1. Select a payment provider from Shopify or from a supported third-party.
  2. Activate Shopify Payments or a third-party payment provider in your Shopify admin.
  3. Choose how you want to capture and authorize payments when customers buy something from your store.

After you set up your payment providers, you need to configure your checkout page so you can process customer orders.

Set up your checkout

  1. Set up your order fulfillment and your payment authorization.
  2. Add your store's policies so your customers can view your policies before they complete checkout.
  3. Edit your checkout's customer information settings and decide whether you want to collect email addresses to update customers about events and promotions.

Step 7: Place some test orders

Now that you've configured your payment settings, you should try out a few transactions to make sure that everything is working. Running a test order will help you understand the process your customers go through when they buy your products. You can access all the orders that customers place from the Orders page in your Shopify admin.

You can run test orders for a few different types of transactions:

As you create, refund, and fulfill orders, you will see the emails that your customers receive for each action. You can edit the templates for these emails from the Notifications page in your Shopify admin.

Step 8: Add staff to your store

If you have staff that helps you manage and run your store, then you can add staff members to your Shopify store. Each staff member has personal login credentials. You can also set permissions for each staff member to restrict access to certain areas of your store and keep sensitive information secure.

Learn more about managing staff.

Step 9: Set up your domain

When setting up your Shopify store, you can buy a new domain or transfer the domain associated with your existing store to your new Shopify account.

Get a new domain

You can buy a new domain directly from Shopify.

Steps:

  1. Purchase your domain through Shopify.
  2. Set your Shopify domain as your primary so it becomes the domain that's displayed to customers in their browser, in search results, and on social media.
  3. Set up email forwarding so that email messages that customers send to your custom domain email address are redirected to your personal email address.

Connect or transfer an existing domain to Shopify

If you have an existing domain, then follow these steps to point your domain to your Shopify store.

You can use your existing domain, but Shopify's link structure for individual pages is likely different from your previous service, meaning that old links to specific pages likely won't load for customers. For example, your old page about your shipping policy might have had the URL example.com/policies/shipping-policy, but on Shopify that page might now be example.com/pages/shipping-policy.

To help customers avoid landing on error pages, before you transfer your domain, you can set up URL redirects in advance for any pages that your customers might have bookmarked, or links from third-party sources. This way, if they visit the old link after you transfer the domain, then they're redirected to the new link instead of receiving an error page.

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