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It’s not a secret that upgrading any application can be a very tricky task. And if you wonder how to upgrade Magento, there’s arguably no chances for an easy ride. Or is there?

Little who can deny that regular software upgrade is vital for business performance. Updates provide with new features and many security fixes which are essential to your Magento store’s safety.

The thing is, there’s no native “one button” Magento upgrade like in WordPress. With the release of Magento 2.0 everything got even worse. Now, due to an introduction of platform’s brand new architecture, upgrade in its traditional way is virtually impossible. The only way to do so is to migrate the data from one Magento store to another.

Magento has kindly provided its users with some guidelines on upgrading the platform to 1.x and 2.x which both have one significant drawback: they’re confusing as hell. Even having enough knowledge to puzzle it out, it’s very doubtful that you won’t run into many errors and complications because of the unique nature of each store.

So, how to upgrade Magento without getting through the nine circles of Dante's hell?

Fortunately, as ShakeSpeare once said: “'If there is a good will, there is great way” . Instead of actually upgrading your store, you can appeal to an alternative option and move all the data to a newer Magento version with the help of an automated Cart2Cart migration tool.

What is Cart2Cart?

Cart2Cart is an industry leading automated shopping cart migration service with more than 30,000 successful migrations on its count. The tool has the largest range of supported transferable entities. It lets you move products, customers, categories, manufacturers, orders, taxes, CMS pages, reviews and other related entities from your old Magento to a new one automatically.

One of the best things about this service is that your current Magento store will remain fully functional during the whole process of data transfer. Thus, you will save time on manual data export / import, and the revenue that would otherwise be lost having the store offline.

By the way, the service provides a free 24/7 support. Responsive team is always ready to assist you and solve any migration-related issues.

How to upgrade Magento?

As we already mentioned, the way we advise you to upgrade Magento store is the migration of the data from your old version to a new one. Thus, in further instructions, we will use the term “migration” instead of “upgrade”.

  1. Register Cart2Cart account
  2. Sign up with your Facebook or Google+ account or create your new Cart2Cart account with the valid existing email.

    sing-up-facebook-google-account

    Then click “Start Demo migration” to perform an automated migration yourself or “Get migration package” to delegate Magento upgrade to the Cart2Cart tech engineers.

    Next, we will show you how to perform an automated migration yourself.

  3. Provide your Source cart and Source Store URL
  4. Pick your current Magento shopping cart as a Source cart and provide your store’s URL.

    Then you need to Download the Connection Bridge, the so called “gateway” to access your current store’s data. Extract the Connection Bridge zip. file to your store’s root folder. Click on the link as displayed on the screenshot. If the bridge is installed successfully you will see the “BRIDGE_INSTALLED” written on the screen.

    source-shopping-cart-details

  5. Provide your Target cart and Target Store URL
  6. Pick your new Magento shopping cart as a Target cart and provide your store’s URL.

    Then you need to do the same action as with your Source cart. Download the Connection Bridge, and extract the Connection Bridge zip. file to your store’s root folder. Check if the Bridge was installed properly by clicking the link.

    target-shopping-cart-details

    Alternatively, you can perform Demo data migration to a Test store provided by Cart2Cart instead of doing so to your own Magento platform. Just put the checkmark next to “Try migration using Cart2Cart test store” and you’ll be ready to proceed with the next step. Test stores are provided for free, exist 7 days after the migration and are completely safe.

    If you pick this option, you’ll be asked to reconfigure your Target cart details (and provide actual credentials to your live Magento) after the Demo. Click on the “Choose entities” to continue migration.

    choose-entities-magento

  7. Choose entities you want to migrate
  8. Now you can pick the entities you want to migrate. Cart2Cart lets you choose what data you need to get transferred in particular, or point “Select All”. However, since we're performing an upgrade, most likely you'd want to move all the available data to a new Magento. Thus, proceed with checking the "Select All" box.

    entities-to-migrate-magento

  9. Choose Additional Options for your migration
  10. Right under the entities selection you can also choose additional options for your migration. They open you new opportunities of data transfer and with the help of additional options you are able to migrate additional info or perform automatic customizations.

    For instance, you can Migrate categories and products SEO URLs, this option allows you to protect all the current links to your products, thus saving your old customers and SEO ranking of your store.

    You are also able to Create the 301 redirects, which will let you redirect your previous products and categories URLs to the new ones, on your Target store. You can also migrate customer passwords. Thanks to this option your customers will be able to log in your Target store using their Source store credentials.

    There are much more additional options which allow you to Preserve order IDs, Preserve customer IDs, etc.Note that all the “Preserve” options demand you to select the first option -“Clear current data on target store”

    For every advanced option there is a detailed description for what you will need it, and a video in the end of each line that explains how these options work. And You will also be able to change your selection before starting the full migration.

    additional-options-to-migrate

  11. Map your Customer Groups and Order Statuses
  12. Here you need to match your Source cart data to the corresponding fields of your Target store.

    Cart2Cart doesn’t actually migrate your Customer groups and Order statuses, instead of this it allows you to set accordances - that is to match your Source store Customer Groups and Order statuses with the corresponding ones on your Target store.

    If you don’t have the needed Order statuses on your Target store, you can add them and click “Check again” to renew the available Customer groups and Order statuses.

    order-status-customer-group-magento-to-magento-store

  13. Perform Demo Migration
  14. After you have chosen all the entities and matched your Order statuses and Customer groups you can click “Start Free Demo”

    start-demo-migration-magento-shopping-cart

    Then you will see the progress bar with your current Demo migration. The whole process will take no longer than 30 min.

    shopping-cart-migration-progress-bar

    At this point, you’re free to close the browser window. As soon as the Demo migration is finished, you’ll receive a notification via email with an attached link that leads to your Target store to validate the results.

    Alternatively, you can just back to the Migration Wizard and validate the Demo migration results by clicking “Check the results” button.

    demo-migration-results-magento

    If you’re satisfied with the Demo, you’ll get an opportunity to proceed with Full migration at once.

  15. Сhoose one of the Migration Insurance plans
  16. At this point, you’ll be suggested to choose one of the Migration Insurance plans. Insurance gives you the opportunity to restart the same migration all over again in one click within a defined period of time. This additional service would be helpful as precautionary measure in case of force majeure during the data migration caused by wrong platform installation, conflicting plugins, etc.

    However, Migration Insurance is optional, and you can skip it if you want.

    insurance-plan-remigration-magento

  17. Start Full Migration
  18. Сheck the entities and additional options that you want to migrate to your Target store by clicking on the blue “hamburger” buttons and then and click “Start Full Migration”.

    full-migration-magento-store-price

    Data transfer will be started right away.

    migration-progress-bar-magento-shopping-cart

    You don’t need to wait until the migration is over, you can close the page and go back to your deals. After the process of data transfer will be completed, you will receive a notification email to check the results.

    magento-to-magento-store-shopping-cart-migration

    The store’s upgrade is vital to sustain good functionality, thus there is no reason to undertake the full advantages of features that come with latest Magento versions. We hope that you’ll find this step-by-step tutorial handy and it will facilitate your Magento upgrade.

    If you are ready to start right now, click on the Free Demo Migration and upgrade your Magento fast & easy.