Migration Guides

Complete CSV to Shopify migration checklist

    CSV file is universal data format that can be used by any web application including online stores and accounting systems. Merchants can migrate and entire live store into a CSV file, or alternatively, a storeowner can choose to migrate CSV File to another platform, for instance, Shopify.

    The migration process allows you to securely transfer store data, design, and functionality from your universal CSV file to Shopify. With Cart2Cart, it’s a four-step procedure to migrate CSV to Shopify. The migration process will preserve your order IDs and SEO, and move all your store data safely.

    We have prepared a store migration checklist for you with four simple steps to help you with your website migration.

Table of Contents:

  1. What is CSV to Shopify migration?
  2. Pre-Migration Tips
    1. Prepare your CSV files
    2. Prepare your Shopify store
    3. Set up the theme for your new store
  3. CSV to Shopify Migration
    1. Set up the Source cart
    2. Specify the Target cart
    3. Select data for migration
    4. Specify migration extras
    5. Map customer groups & order statuses
    6. Launch a free Demo migration
    7. Start Full migration
  4. Post-Migration Recommendations

CSV to Shopify migration

    In short, store migration is the process of transferring data, design, and functionality from the existing store to a new store. The process allows merchants to export the database (products, customers, orders, etc.) to the new store and configure the store’s look and feel. Moreover, it allows to install the necessary apps to add functionality.

What is CSV to Shopify Migration?

The eCommerce migration is the transfer of data like products, customers, orders and more from your current CSV store to the new Shopify one. It consists of a few simple steps if done in automated manner, takes only a couple of hours and requires no tech skills.

    With Cart2Cart it’s a four-step procedure to migrate CSV to Shopify. The migration process with preserve your order IDs and SEO, and move all your store data safely.

Pre-Migration Tips

Prepare your CSV files

    Get your CSV files ready for the move by auditing all your CSV filfe data. Audit all the current records of your CSV files, and make use of this opportunity to decide what data needs to be edited or deleted so you only transfer necessary data.

Prepare your Shopify store

    Get your Shopify store ready. Do this by creating an account at Shopify.com.

Set up the theme for your new store

    Choose a default theme for your Shopify store. Keep the default Shopify store theme you decide on and don’t change it at this stage. You can do that after the migration. If you do any customization at this stage, it might affect the migration process.

CSV to Shopify Migration checklist

Set up CSV to Shopify data transfer by first configuring the Source cart and then specifying the Target cart.

Set up the Source cart

    Choose CSV from the drop-down menu and paste your current store’s URL. Provide the Client ID, API Path and API Token from the admin account (find a detailed guide on how to do that in our FAQ).

Specify the Target cart

    Choose Shopify from the drop-down list and click the “Install Plugin” button and provide your store’s URL.

Select data for migration

    You can choose items individually or you can transfer everything at once by selecting the “Select All” option. You can transfer every aspect of your store, such as customers, orders, products and product categories, manufacturers, coupons, reviews, and CMS pages.

Specify migration extras

    Cart2Cart offers many migration extras, and recommend the following: 301 redirects or preservation of product, customer and order IDs on the Target Store, Migrate Source Store customer groups into customer tags. There are many more to choose.

Map customer groups & order statuses

    Match your CSV order statuses and fulfillment statuses to the corresponding ones on Shopify.

Launch a free Demo migration

    Launch a free Demo migration. For this, first transfer 10 products in 15 minutes so you can check that the transfer works as you envisaged.

Start Full migration

    Click the Start Full Migration button to start the Full CSV database transfer to your new Shopify store. When it’s completed, check the migration results by following these post migration suggestions.

Post-Migration Recommendations

  • Test the shopping process by creating a test product and placing and order. Select shipping and payment options and check that everything works smoothly.
  • Make full use of the vast array of Shopify apps and extend the functionality of your new store.
  • Now you can go ahead and customize your store to look the way you want.
  • Notify your customers that your store operates from a new platform and invite them to activate their accounts.

Congratulations! You have successfully transferred your store to Shopify. Enjoy the new experience!

Svitlana Kryskova

Marketing Manager, interested in eBusiness, learning new languages and discovering our world. Most of all I want to become the kind of person who could make the world a little better.

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Svitlana Kryskova