Shopify Migration Checklist

A comprehensive guide to ensure a smooth and successful migration to Shopify

Migration Phases

Pre-Migration Phase
Implementation Phase
Launch and Post-Launch
Optimization and Growth

Pre-Migration Phase

The foundation of a successful migration begins with thorough planning and assessment. This phase includes gathering information, conducting technical assessments, planning design and UX, and creating a detailed migration strategy.

Gather Information

Collect company overview details
Identify business goals and objectives
Analyze current setup and challenges
Document key business metrics and processes

Technical Assessment

Evaluate current platform and reasons for migration
Assess product catalog structure and complexity
Review existing integrations (ERP, PIM, etc.)
Identify custom features and functionalities

Design and UX Planning

Define design goals and aesthetic preferences
Map out desired customer journey
Identify key user actions to prioritize
Plan for mobile responsiveness

Migration Planning

Inventory existing data (products, customers, orders)
Plan for content migration (descriptions, images, blog posts)
Identify legacy systems requiring integration
List required Shopify apps and integrations
Plan custom feature development
Define B2B capabilities (if applicable)

Implementation Phase

This phase involves the actual execution of the migration plan, including store setup, data migration, feature implementation, and integration of various systems.

Store Setup

Configure Shopify account and settings
Set up product catalog and collections
Implement design and theme customizations

Data Migration Execution

Migrate product data
Transfer customer information
Import order history

Feature Implementation

Install and configure necessary Shopify apps
Develop custom features
Set up payment gateways and checkout options

Integration

Connect ERP, PIM, and other required systems
Implement shipping and fulfillment solutions
Set up email marketing integrations

Testing and Quality Assurance

Perform thorough functionality testing
Check data accuracy post-migration
Test user flows and customer journey
Verify mobile responsiveness
Conduct performance and load testing

Launch and Post-Launch

Execute final data sync
Update DNS and go live
Monitor site performance and issues
Provide post-launch support

Optimization and Growth

Implement marketing and SEO strategies
Monitor and analyze store performance
Plan for ongoing maintenance and updates
Explore opportunities for further customization and growth

Complete Shopify Migration Checklist Preview

The Complete Shopify Checklist

Our comprehensive Shopify Migration Checklist is a detailed guide that walks you through every crucial step of migrating your e-commerce store to Shopify. From pre-migration planning to post-launch optimization, we've covered all the essential aspects.

Use this checklist to ensure no critical steps are missed during your migration journey, helping you achieve a seamless transition to Shopify while maintaining your business operations and customer experience.

Download Complete Checklist (PDF)