HubSpot Commerce to Magento Migration - Step-by-Step Guide & Expert Services

A Comprehensive Guide to Transitioning from HubSpot Commerce to Magento

Migrating your e-commerce store is a pivotal step for growth, offering enhanced flexibility, scalability, and access to a wider array of features. If you're looking to move beyond the confines of HubSpot Commerce and harness the robust capabilities of Magento, this guide is designed for you. While HubSpot Commerce provides an integrated marketing and sales platform, Magento offers unparalleled control over your online store, making it an ideal choice for businesses seeking deep customization and extensive e-commerce functionalities.

This article will walk you through the entire replatforming process, from preparing your existing HubSpot Commerce data (via CSV export) to configuring your new Magento store and conducting thorough post-migration checks. Our aim is to ensure a smooth data transfer, preserving your valuable SKUs, customer data, order history, and SEO rankings with minimal downtime.

Prerequisites for a Successful Migration

Before initiating the data transfer, careful preparation of both your source (HubSpot Commerce) and target (Magento) stores is essential to ensure data integrity and a seamless transition.

• HubSpot Commerce (Source) Preparation: As HubSpot Commerce does not offer direct API integration with external migration tools for its commerce data, the transition will primarily involve exporting your data into CSV files. Prioritize cleaning up your existing data by removing outdated products, customer records, or redundant information. Key data to export includes:
  • Products (including SKUs, variants, descriptions, images, and prices)
  • Product Categories
  • Customer information (names, emails, addresses, groups)
  • Order history (statuses, items, pricing)
  • Product Reviews
  • Relevant CMS Pages or static content
  • Taxes, Stores, Coupons (if applicable)
  For more detailed guidance on preparing your source store, consult our guide on source store preparation. You can also explore our CSV.File Data Migration service for expert assistance with data export and formatting.
• Magento (Target) Preparation: It's highly recommended to begin with a fresh installation of Magento or a clean sandbox environment. Ensure your hosting meets Magento's technical requirements. Crucially, for a complete migration, you will need to install a Magento module specifically for password migration, as indicated by Magento's platform notices. Verify the reviews table if you plan to migrate product reviews. Remember to back up your Magento database before proceeding, especially if it's not a brand-new installation. For comprehensive instructions, refer to our guide on target store preparation.
• Access Credentials: You will need administrative access to export data from HubSpot Commerce and full admin access to your Magento store, including FTP/SFTP access to upload the connection bridge. For details on securing your access credentials, read The Short & Essential Guide to Access Credentials for Cart2Cart. Rest assured, providing your details is safe; learn more about our security practices here.
• Backup Your Stores: Always perform a full backup of both your HubSpot Commerce data (exported CSVs) and your Magento installation and database before starting the migration. This safeguards your data against unforeseen issues.

Performing the Migration: A Step-by-Step Guide

Follow these steps to migrate your e-commerce data from HubSpot Commerce (via CSV) to Magento:

Step 1: Start Your Migration

Begin by navigating to the migration wizard. This initial page allows you to start your DIY migration, request assistance, or estimate costs.

Step 2: Set Up Your Source Store (HubSpot Commerce via CSV)

Since direct integration with HubSpot Commerce is not available, you will select "CSV File to Cart" as your source platform. You will then upload the CSV files containing your exported HubSpot Commerce data. Ensure your CSV files are well-structured according to common e-commerce standards for smooth data ingestion. Our system will guide you through the process of connecting your CSV data.

Step 3: Set Up Your Target Store (Magento)

Next, choose "Magento" as your target shopping cart from the dropdown menu and provide your Magento store URL. To establish a secure connection for data transfer, you will need to download a unique "Connection Bridge" file. Unpack this file and upload the resulting "bridge2cart" folder to the root directory of your Magento installation via FTP/SFTP. This bridge acts as a secure data conduit between the migration tool and your new store. Learn more about what a root folder is here.

Step 4: Select Data Entities for Migration

This critical step allows you to specify exactly which data entities you want to move from your HubSpot Commerce CSVs to Magento. You can select "All entities" or pick specific items such as Products, Categories, Customers, Orders, Reviews, CMS Pages, Invoices, Taxes, Stores, and Coupons. Note that specific blog data from HubSpot Commerce CSVs may not have a direct equivalent in core Magento and might require separate solutions or custom development if you wish to migrate them.

Step 5: Configure Additional Migration Options

Enhance your data transfer with a range of additional options crucial for maintaining data integrity, SEO, and user experience:

• Clear Target Store Data: Opt to clear current data on the target store before migration, ensuring a fresh start.
• Preserve IDs: Maintain original Category IDs, Product IDs, Customer IDs, and Order IDs. This is vital for deep linking and existing integrations. Read more on how Preserve IDs options can be used.
• Create Variants from Attributes: Migrate product variants accurately.
• Migrate Images in Description: Ensure product and category images embedded within descriptions are transferred.
• Migrate Customer Passwords: This requires the installation of a specific Magento module, as noted in the platform's limitations.
• Create 301 Redirects: Automatically generate 301 redirects for your old URLs to new Magento URLs, crucial for preserving SEO rankings and link equity.
• Migrate Invoices: Transfer all historical invoice data.
• Migrate Store Config: Copy over store configuration settings.
• Migrate Groups to Tags: Convert customer groups from your source to tags in Magento.

Step 6: Perform Data Mapping

During this step, you will map your customer groups and order statuses from your HubSpot Commerce CSV data to the corresponding fields in Magento. Accurate mapping ensures that your customer segments and order processing workflows remain consistent in your new store.

Step 7: Run a Free Demo Migration

Before committing to a full migration, run a free demo. This transfers a limited number of entities (e.g., 10-20 products, customers, orders) to your Magento store, allowing you to thoroughly review the migrated data, test functionalities, and ensure everything appears as expected without any cost or risk. This is a crucial step for verifying data integrity.

Step 8: Initiate Full Migration

Once you are satisfied with the demo results, proceed with the full migration. This will transfer all selected data from your HubSpot Commerce CSVs to your Magento store. For added peace of mind, consider selecting a Migration Insurance Plan, which offers options for remigration services should any adjustments be needed post-transfer. You can also review how Migration Insurance works.

Post-Migration Steps

After your data has been successfully transferred to Magento, a few crucial steps remain to ensure your new store is fully operational and optimized:

• Thorough Data Verification: Rigorously check all migrated data. Confirm product details, pricing, stock levels, customer accounts, order history, and reviews. Ensure that all images are loading correctly and that no data is missing or corrupted.
• Configure Magento:
  • Reindex Magento Data: This is a critical step for Magento. After migration, you must reindex all Magento data via the admin panel or command line to ensure all new products, categories, and other data are visible and searchable.
  • Install Theme and Extensions: Set up your chosen Magento theme and install necessary extensions for functionality not covered by the core platform.
  • Payment & Shipping: Configure your preferred payment gateways and shipping methods.
  • Tax Settings: Double-check and configure all tax rules specific to your region.
  • Update Permalinks & SEO: Verify that your 301 redirects are functioning correctly to preserve SEO rankings. Update your sitemap and submit it to search engines.
• Comprehensive Testing: Conduct extensive testing of all critical store functions. This includes the entire checkout process (from adding to cart to order confirmation), user registration and login, search functionality, and mobile responsiveness.
• Go Live: Once all checks and tests are complete, update your DNS records to point your domain to the new Magento store. Monitor your site closely for any initial issues.
• Post-Launch Data Sync: If there was a period during the migration when new data (e.g., orders, customers) accrued on your old HubSpot Commerce store, consider using a Recent Data Migration Service to transfer this latest information to Magento.

Migrating from HubSpot Commerce to Magento is a significant undertaking, but with careful planning and execution, it can lead to a more powerful and flexible e-commerce presence. Should you encounter any challenges or require expert assistance, please do not hesitate to Contact Us or refer to our Frequently Asked Questions.