magento to shopify migration checklist

While Magento (now Adobe Commerce) is a fantastic shopping cart solution with lots of great features, some online store owners are ready to expand their horizons with the Shopify platform. The problem lies in how to make the switch from Magento to Shopify not only without losing data, but also without disrupting business and confusing end users. Read on to get the most detailed Magento to Shopify migration checklist for 2021.

Table of Contents:

  1. Magento vs Shopify
  2. What Can I Migrate from Magento to Shopify
    1. How can I protect my data?
    2. Will migration impact my SEO?
    3. Can I migrate design?
  3. Magento to Shopify Migration Checklist: 3 Possible Scenarios
    1. Manual migration
    2. Assisted migration
    3. Automated migration
    4. So, what migration method to choose?
  4. Get ready for Magento to Shopify Store Migration
    1. Manage your Magento store
    2. How to prepare your Shopify store?
    3. Estimate the exact migration price
  5. Magento to Shopify Migration. Cart2Cart Route
  6. What Should You Do Once the Magento to Shopify Migration Is Completed?
  7. Conclusion

How to Migrate from Magento (Adobe Commerce) to Shopify in 4 Steps
  1. Connect your Magento and Shopify carts.
  2. Choose the data and extra options for your transfer.
  3. Start the free demo migration.
  4. Launch full migration of your store's database.

The ecommerce migration is a great opportunity to tidy the store's data, remove the clutter, and potentially present things in a better way. Despite all the benefits associated with a store migration - it's still an endeavor that most online store owners would rather avoid. If you're still running your e-business on a Magento solution and want to migrate it to Shopify - we'd love to walk you through the Magento to Shopify migration process step-by-step.

Check our post if you're looking for other Magento alternative. Additionally, we've prepared a list of ecommerce engines for a small business.

Magento vs Shopify

The Magento vs Shopify debate has been raging for too long. With both being on par in terms of popularity and efficiency, making the right decision is not a one-click affair.

Which eCommerce platform suits you best?

According to Google trends, Shopify's popularity is growing day by day, leaving the robust Magento far behind. Its flexibility and ease of use are the standout features that draw more than 1,000,000 users around the globe gravitate towards the platform.

According to Cart2Cart statistics of migrations performed during January-October, 2019 - the transfer path from Magento to Shopify takes about 10% of all migrations, while the share of data migrations from Shopify to Magento (Adobe Commerce) is only 1%.

magento to shopify migration checklist

Wish to test-drive Shopify platform? Run a free demo migration from Magento to Shopify now!

What is Magento to Shopify migration?

In a nutshell, store migration is the process of transferring data, design, and functionality from the old store to the new one. Thus, merchants can export the database (products, customers, orders, etc.) and then configure the store's look and feel, and install the necessary apps to add functionality.

How Can I Protect My Data?

For those unaware, Magento and Shopify have different data fields. Thus, there are product attributes in Magento that don't have the exact corresponding fields in Shopify. In this case, it is advisable to map what data is being moved and to which field so you know where everything is located.

How to Change Shopify Store Name

Will Migration Impact My SEO?

Indeed, replatforming can have a significant impact on your traffic and search results, but that doesn't have to be the case. Pay special attention to the new site structure and set up 301 redirects, which are recommended to keep the SEO juice flowing.

magento to shopify migration checklist

Magento vs WooCommerce vs Shopify vs OpenCart vs PrestaShop 2021 Review

Can I Migrate Design?

If the design of an existing Magento store is good and there is no reason to change it, you can recreate it with the help of a developer. Design migration is not possible from the technical side.

Magento (Adobe Commerce) to Shopify Migration Checklist: 3 Possible Scenarios

magento to shopify migration checklist

Manual migration

This way means copying the store data from Magento and pasting it into Shopify (in other words, import-export process), as well as manually uploading any related images and updating the navigation links. This is quite a labor-intensive method of migration that requires a high level of technical background knowledge. Moreover, it cannot be applied to large stores with, say, 10,000 customers or products, as it is simply impossible to move everything by hand.

Assisted migration

Those Magento store owners who don't have the relevant experience should consider hiring a third-party agency to move their store between platforms. The path involves a developer or group of techies overseeing the shopping cart migration process, keeping track of milestones, and coping with all of them. Usually, they break down the entire process of product migration from Magento to Shopify into smaller phases (data, design, functionality) and delegate responsibilities to members of the team. Even though this option is much more reliable, it is often considered very time- and money-consuming.

Magento vs Shopify: 5 Сrucial Differences You Cannot Afford to Ignore

Automated migration

As there is a growing tendency to automate all sorts of processes, data migration converters are becoming more popular with each passing day. There are services and tools (like Cart2Cart) designed to minimize human involvement in the data migration process and transfer store entities from one cart to another for a one-time fee. These providers offer a simple self-service model where you select the current cart and the one you want to switch to and automate the transition.

So, what migration method to choose?

Take the time to analyze your Magento store's data set, your customizations and integrations, and determine an optimal migration method that works best for you. Since the differences between Magento and Shopify are quite substantial, not all features can be transferred across them. So content like landing pages may require manual configuration. Therefore, a hybrid approach is usually required, using an automated service to transfer e-commerce data (such as products, customers, orders, coupons, etc.) and manually configuring the new store (customizing the theme, installing additional modules, etc.).

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How to Prepare for Magento to Shopify Store Migration

magento to shopify migration checklist

Good preparation and planning is crucial for any project, and e-commerce migrations are no exception. Consider the following recommendations on how to identify the potential risks of migration and determine the necessary activities ahead of time.

Manage Your Magento (Adobe Commerce) Store

Backup data

The Cart2Cart service does not delete any data from your Magento store during the switch. The information will be copied and moved to the new Shopify store. However, to ensure data security and avoid all related risks, it is highly recommended to backup your database (for example, you can use a backup option provided by your hosting service).

Perform Magento store data audit

Performing the store data audit should help you create an accurate inventory of all your Magento data (such as products, categories, customers, passwords, orders, reviews, and others). Be prepared to map the existing data types and determine the ones that you plan to keep, delete, or rewrite.

Find Magento store access details

To connect your stores, find the current Magento store access data - the URL and FTP/SFTP/SSH/cPanel credentials.

How to Prepare Your Shopify Store

Get your Shopify store ready

Install the Shopify store without any additional modules or modifications and make it available online. To do this, start a free Shopify trial during which you can perform the migration to the temporary domain (e.g., https:/www.myshopify.com). It's fine to migrate your data to a test store with a free Demo migration to see how it works.

Choose a theme

We recommend choosing the default Shopify theme and not make any customizations until the migration is complete (as this can disrupt the process). Once the Magento store data is transferred to your Shopify, you can choose the theme you want.

Install the necessary apps/features

Product Reviews

If there are user reviews on your Magento that need to be transferred to Shopify, we recommend installing the Product Reviews app (free). Learn how to migrate reviews on Shopify without much hands-on with our comprehensive guide.

Best Shopify Alternatives of The Most Popular Magento Extensions

Estimate the Exact Migration Price

The cost of store migration with Cart2Cart depends on the amount of data and additional migration options you need to move from Magento to Shopify. Use the Migration Estimator feature to calculate the exact price for your specific migration case from Magento to Shopify.

Magento (Adobe Commerce) to Shopify Migration Checklist. Cart2Cart Route

magento to shopify migration checklist

Once you have everything ready for replatforming, it's time to start the actual website migration. So click start Free Demo and follow the Migration Wizard.

Alternatively, you can also try Cart2Cart Store Migration App Cart2Cart Store Migration to make replatforming from Magento to Shopify even easier.

Connect your Shopping Carts

Select Magento from the drop-down menu. When you're done, enter the URL of your web store. Then install Connection Bridge on your Magento to enable data exchange between your stores. After downloading, extract the Connection Bridge from the zip archive and paste it into the root directory using an FTP client.

magento to shopify migration checklist

Watch our video tutorial to get a 360-degree view of the installation of Connection Bridge.

Install the Migration for Shopify App to connect to your newly-established Shopify store

magento to shopify migration checklist

Select Data for Migration

In the Migration Wizard, specify the entities you want to transfer from Magento (Adobe Commerce) to Shopify - products, customers, orders, manufacturers, reviews, etc. or all of them together.

magento to shopify migration checklistmagento to shopify migration checklist

What data can I migrate from Magento to Shopify?

The following types of data can be migrated from Magento to Shopify:

  • goods (product name, images, description, a number of goods in stock, price);
  • visuals related to the products (color, shape, size of the product);
  • the total amount of the purchase, a list of purchased goods, payment information;
  • static pages (like Contacts, About Us, Return Policy, Terms & Conditions);
  • images;
  • information about customers (name, email address, phone number, location, etc.);
  • SEO settings (including 301 redirects);
  • integrations.

What Are the Additional Migration Options?

There are some additional migration options that you can choose depending on your specific needs and requirements, making the transfer between e-commerce solutions more seamless.

magento to shopify migration checklist
  • Since Shopify and Magento have different ways of organizing store entities (Magento categories are called collections on Shopify, while subcategories become product tags), it is recommended to select “Migrate Source Store categories into Shopify Automated Collections” option. This will let you define a single product as belonging to several collections and organize your store better.
  • Once you have set up the Shopify site (new server) and your domain pointing to this server, your old host is irrelevant. You can set up URL redirects in the Shopify > Online Store > Navigation. Otherwise, you can use the "Create 301 redirects on your target store after migration" option, which allows you to keep old product and category URLs working at Shopify.
  • If you choose the "Migrate Categories and Products SEO URLs" option, the current link structure to your products will be maintained, preserving your old customers and your store's SEO ranking.

Map Customer Groups & Order Statuses

Cart2Cart does not migrate your Customer groups and Order statuses. Instead, it allows you to match your Magento store customer groups and order statuses with the corresponding ones on your new Shopify store.

magento to shopify migration checklist

If there are no required Order statuses on the Shopify store, you can easily create them by clicking the appropriate buttons.

Note: During the migration of Customers to Shopify, the Cart2Cart migration tool automatically generates a new default "unknown" email address if customer email on the Magento store is invalid. The same default email will be created during the migration of Orders if they are not linked to particular customers and were made by guest users - not registered customers. Therefore, during the data migration, you'll receive email notifications about the creation of new orders, though, in fact, they were migrated. To get rid of these messages, log in to Shopify, go to settings->notifications and click “Disable” in the right bottom corner of the page.

Run Free Demo Migration

Now you are ready to start the free Demo migration. It allows you to transfer a limited number of entities in about 10-30 minutes. It is highly recommended not to skip the Demo migration step to check the functionality of Cart2Cart during the process. Do not close the browser window until the demo migration is complete.

magento to shopify migration checklist

Next, check the result of the migration in your Shopify store. Make sure to check the migrated data in the backend, as it is not always visible in the Shopify frontend. You can also use the file with the list of Product IDs that were migrated (you can download it on the Demo Results page) and check if they are found in the Shopify store.

If you have any problems with this step, feel free to contact our Support Team and get all possible questions answered in a short time.

Start Full Migration

At this point, you can start the Full Migration. You will be prompted to fund your account if there is not enough money to complete the migration. Provide a discount coupon, if you have one, in the appropriate field.

Migrate products from Magento to Shopify

With Cart2Cart you can move your Magento-based store products to Shopify by just ticking the necessary checkboxes in our Migration Wizard. Currently, you can migrate the following types of products from Magento to Shopify:

  • Name, SKU, Full Description, Images in Description, Status, Manufacturer.
  • URL, Meta Title, Meta Description.
  • Variants (SKU, Weight, Quantity, Images, Price, Special Price).
  • Quantity, Manage Stock.
  • Price, Special Price.
  • Weight.
  • Base Image, Additional Images.

Also, you may try exporting Magento (Adobe Commerce) products yourself. To complete the task:

  1. Click Export in Magento Settings menu
  2. magento to shopify migration checklist
  3. Set the entity type to Products and choose CSV file format
  4. magento to shopify migration checklist
  5. Configure the product attributes and tap the Export button
  6. magento to shopify migration checklist

Export Magento orders

If you need to export Magento orders to Shopify, Cart2Cart can move the following data to Shopify:

  • ID, Order Date, Order Status, Order Products (Name, SKU), Product Price, Quantity, SubTotal Price, Discount Price, Tax Price, Shipping Price, Total Price, Order Comments.
  • Shipping Address (First Name, Last Name, Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone).
  • Customer Name, Billing Address (First Name, Last Name, Address 1, Address 2, Country, State, City, Zip Code, Telephone).

To export Orders manually, you have to:

  1. In your Magento Admin choose Orders in the Sales menu
  2. magento to shopify migration checklist
  3. Click Export icon and choose CSV format
  4. magento to shopify migration checklist

Also, make sure to check our detailed guide on how to export Magento products and orders without any extra skills required.

Magento to Shopify Migration Checklist: What Should You Do Once the Migration Is Complete?

Despite the fact that the migration from Magento to Shopify is now complete, your new store may still have a long way to go before it is "launch-ready". There are still a few steps to take to make sure your Shopify store is working properly and no data is lost.

Test your Shopify store

Even if you've gone through the migration process seamlessly and flawlessly, you still need to perform a post-migration audit. Take time to check your new store for any potential issues. Make sure the domain name is active and the navigation links are working correctly. Then go to the front end to see if the products are visible in the catalogs and the onsite search is working. When you're done, go through the links in the menus, header, footer, and within the pages. To finish testing your new Shopify store, run a test purchase to see if everything is working properly. Do this a few times to be sure.

Find the apps you need with Shopify store

There are over 1,000 apps offered in the Shopify marketplace, so you shouldn't have much trouble finding extensions to take the place of those that you've been using in Magento.

Invite customers to reactivate their accounts

First of all, inform your customers about the change of e-commerce platform and ask them to inform you about any errors they found - this way, you can get your new Shopify store up and running very quickly. It is also necessary to invite customers to reactivate their accounts on Shopify. You can use the app “Bulk Account Invite Sender” to send an invitation to all your customers.

Magento to Shopify Migration FAQ Block

How to migrate Magento to Shopify?

  1. Provide your Magento store credentials and install the Connection Bridge.
  2. Connect your Shopify store by installing the Migration for Shopify App.
  3. Select the data you wish to migrate.
  4. Run the free demo migration.
  5. Start the full migration from Magento to Shopify.

How to migrate products from Magento to Shopify?

You can either export the products from Magento and then import the CSV file into Shopify manually. Or, alternatively use an automated service Cart2Cart. It will move all the needed data from your old store to a new one with no extra skills required.

Why migrate from Magento (Adobe Commerce) to Shopify?

Magento is a perfect option for technically-advanced users, but if you can not handle its management yourself, it is better to migrate all your eCommerce data to Shopify. It has all the needed functionality to create a beautifully-looking store and save yourself the trouble of dealing with the code.

Conclusion

With all that said, we have compiled all the must-do activities described above into a short Magento (Adobe Commerce) to Shopify migration checklist for you. Sure, it's not a definitive list, you'll probably need to add some items, but it's a good starting point.

Magento to Shopify Migration Checklist:

  • Pre-Migration Tips

    • Prepare your Magento store
      • Back up data
      • Perform Magento store data audit
      • Find Magento store access details
    • Prepare your Shopify store
      • Get your Shopify store ready
      • Choose a theme
      • Install the necessary apps/features
      • Estimate the exact migration price
  • Migrate Magento to Shopify Automatedly

    • Provide shopping carts' info
    • Select data for migration
    • Specify additional migration options
    • Map customer groups & order statuses
    • Map countries, languages & currencies
    • Run free Demo migration
    • Start Full migration
  • Post-Migration Tips

    • Test your Shopify store
    • Find the apps you need with Shopify store
    • Invite customers to reactivate their accounts

Have you already made the jump from Magento to Shopify? If so, what were the difficulties that you issued during the switch? Please share your story with us in the comments section below! If you’re still hesitating, don’t miss the chance to run the free Demo migration today!