Getting started with your store migration

This guide provides the main steps that you need to set up your Shopify store. You can use it as a starting point and as a reference to make sure that you don't forget any key tasks.

Step 1: Configure your basic administrative settings

Before you start adding products and setting up your payments, there are a few administrative tasks that you should do:

  1. Review the ecommerce store migration considerations to make sure that your migration goes as smoothly as possible.
  2. Complete the initial setup so that your store address, email address, and other store settings are up to date.
  3. Know where to manage your account and access your billing information.
  4. Add staff accounts so that each of your staff members has a personal login account and all sensitive account information remains secure.

Step 2: Find a store migration app

You can use a migration app to reduce the amount of work you have to do when you bring over your product information and store contents from your current online store to Shopify. You can find several free and paid migration and importing apps in the Shopify App Store.

Shopify-supported migration apps

These are some examples of apps that you can use to help with your migration to Shopify. The apps shown here are all free. You can access support directly from the app's page in the Shopify App Store:

Third-party migration apps

If you want to migrate an online store that's based a platform other than Amazon, eBay, or Magento, you can use one of the migration apps available in the Shopify App Store.

Step 3: Check and organize your products after migration

If you used a migration app to import your products into Shopify, it's important to check that all of your product information was imported correctly.


If you are selling digital products or services, make sure you are familiar with the differences between digital and physical goods.

To verify your products after migration:

  1. Check your product details, which include product descriptions, images, variants, and meta descriptions.

  2. Configure the taxes for your products.

  3. Create a collection to organize your products into categories and make them easier for your customers to find.

    You can add drop-down menus and create links to collections right on your storefront.

  4. Get familiar with product inventory and transfers since you'll want to keep track of the products that you have available in your store.

    You can even find some inventory apps in the Shopify App Store that can help you with this task.

Step 4: 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.


If your store ships to Europe, note that there are regulations that apply when selling digital products.

Charge 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, you can do so with a tax override.

Keep track of your taxes

When you configure the tax settings for your products, you should also think about how you are going to keep track of your taxes throughout the year.

If you’re not sure about what system you are going to use to keep track of your taxes, you may want to look at some accounting apps in the Shopify App Store.

Step 5: Activate your online sales channels

You can use Shopify to reach your customers wherever you do business, whether it's in person, through your Shopify store, or elsewhere online. Each place where you sell your products appears in your Shopify admin as a separate sales channel.

There are several online channels that you can add to your Shopify admin to sell online:


Each sales channel has eligibility requirements that are based on your region, your product types, and sometimes on your Shopify plan.

Shopify Buy Buttons

The Buy Button sales channel lets you turn your website or blog into an ecommerce site by adding Buy Buttons that connect to your Shopify checkout.

Buy button example


The Facebook sales channel adds a Shop tab to your store's Facebook Page, where your customers can buy featured products from your Shopify store.

Facebook shop tab


The Pinterest sales channel turns Pins of eligible products from your Shopify store into Buyable Pins for customers using the Pinterest iOS app. Customers using the app can buy your products directly on Pinterest, and their order details are synchronized with Shopify.

Buyable pin example


Messenger is one of the most popular messaging apps in North America. You can use the Messenger channel in Shopify to connect with your customers and build your business in some great ways:

  • let your customers shop directly from conversations with you in Messenger
  • send automated notifications to your customers in Messenger about their orders and shipping updates
  • respond to your customers' questions quickly in a single message thread.


If you sell on both Amazon and Shopify, then you can use the Amazon sales channel to help keep track of your products and listings across both platforms. The Amazon sales channel lets you:

  • create new listings for new products
  • create and manage offers to sell existing products on Amazon
  • receive notifications in Shopify for your Amazon orders.

Step 6: Make sure customers can pay you

To make sure that customers can pay you, you need to set up a payment gateway. A payment gateway lets you accept credit card payments securely. Shopify offers its own payment gateway (Shopify Payments) as well as a variety of supported third-party payment gateways.

To set up a payment gateway:

  1. Select a payment gateway from Shopify or from a supported third-party.


    When you choose to use Shopify Payments, you can avoid paying additional transaction fees and you can view your payouts right from your Shopify admin.

  2. Enable Shopify Payments or a third-party payment gateway in your Shopify admin.

  3. Choose how you want to capture and authorize payments when customers buy something from your store.

Now that you've set up your payment gateways, you need to configure your checkout page so you can process customer orders.

To set up your checkout:

  1. Decide how you want to process customer orders so you have a strategy to fulfill the orders.

  2. Add your store's policies so your customers are aware of them before they complete checkout.

  3. Collect customer emails and use them to update customers about events and promotions.


The checkout page has some customizable options, such as editable customer fields and some design options, that you can configure to fit your needs.

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 products from your store. You can access all of the orders that customers place from the Orders page in your Shopify admin.

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

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

Step 8: Set up your shipping

It's very important to set up shipping rates and shipping methods correctly before you launch — you don’t want to be refunding customers for overcharging them, or emailing them and asking them to pay more because you didn’t charge enough to cover the shipping of their order.

Need some background on shipping? Have a look at this Shipping and Fulfillment guide.


If you are selling digital products or services, then you need to disable the shipping option because your customers won't be receiving any physical goods.

To set up your shipping:

  1. Add your shipping address to get accurate shipping rates based on your location.

  2. Add shipping destinations to enable shipping to different regions, states, and countries by configuring shipping zones.

  3. Configure your shipment dimensions if you're using carrier-calculated shipping rates. Many carriers use volumetric weights of your shipments (the height, weight, and depth of your package) to calculate their shipping rates.

  4. Set up shipping rates for the shipping zones that you've created.

  5. Pick a shipping strategy that works for your business. You might find it helpful to look through some options and see what best fits your needs before making a decision.

  6. Look through fulfillment services and decide if you're going to ship the orders yourself or let someone else do it for you.

Step 9: Add a domain

Is your store still showing a .myshopify address to your customers? Make sure you have a professional look by setting up a custom domain. A domain is the URL, or the website address, that your customers go to to find your store online.

Using a Shopify domain

If you decide to buy a domain name from Shopify, you can do it directly from your Shopify admin. There are a few things you need to do:

  1. Purchase your domain through Shopify.
  2. Enable auto-renewal so that your customers can find you at all times. Make sure you know the regulations for expired domains.
  3. Set your Shopify domain as your primary so it becomes the domain that your customers see and the domain that appears in search results and on social media.
  4. Set up email forwarding so your customers can email you at your address.
  5. Send yourself a couple of test emails to make sure that you can receive customer inquiries.

Using your own domain

If you already have a domain, or if you want to purchase one from a third-party provider, you will have to point it to your store. If you decide to go with a third-party provider, you need to:

  1. Purchase your custom domain from a third-party provider.
  2. Follow the instructions for custom domains to set up your subdomains and your root domain. If you use one of the popular domain providers, you can follow the instructions for that specific provider.
  3. Claim your Shopify domain to identify yourself as the owner.
  4. Set up your primary domain so it becomes the domain that your customers see and the one that appears in search results and on social media.
  5. Set up email forwarding so your customers can email you at your address.
  6. Send yourself a couple of test emails to make sure that you can receive customer inquiries.

Step 10: Make your website look great

After setting up your products, it's important to make sure that you are happy with the way your online store looks. Shopify offers hundreds of beautifully designed themes in the Shopify Theme Store, many of which can be edited and configured to fit the style of your store.


If you’re looking for a theme that supports a specific feature (for example, themes that have a built-in newsletter signup), you can browse themes by features.

To download a theme for your store:

  1. Visit the Shopify Theme Store and find a theme that you like. You can browse themes by price (free or paid), by industry, or by other categories (such as popularity or relevance).


    All free themes in the Shopify Theme Store are made by Shopify and are supported by Shopify. Paid themes are developed by third-party theme developers and are not supported by Shopify. You would have to contact that developer for support.

  2. Install the theme in your store. Make sure you preview the theme before you download it (especially if it's a paid theme).

  3. Publish your theme to your store.

  4. Customize your theme to give it the look and feel that you want.

Theme customizations can range from basic to advanced. If you aren't comfortable customizing a theme on your own, you can contact Shopify Support or look for a Shopify expert to make the changes for you.

Now that all of the setup is done, it's time to tell people about your store!

Whether you are selling in person or online, your store comes with some placeholder content on pages and blog posts that you can replace with your own content. There are a few differences between pages and blog posts:

  • You can use pages for content that you won't be updating frequently such as an About us page or a Contact page.
  • You can use blog posts for more interactive content, for example, regular updates about products, events, or promotions in your store.


If you're new to blogging, find out how to get started.

Don't forget to set up your navigation so that links to your pages and blog posts appear on your storefront.

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