Now that you know the essentials of migrating your Shopify store from another platform, we can proceed with the actual process.

This article can be your stepping stone for a Shopify migration, as users can ensure all the setup tasks are carried out successfully.

Contents

1. Steps for Shopify migration
   • Standard administrative settings configuration.
   • Store data & content Import.
   • Products organization after migration.
   • Website presentation through themes and plug-ins.
   • Domain setup.
   • Shipping setup.
   • Tax configuration.
   • Payment provider setup.
   • Placing some test orders for confirmation.
   • URL redirects.
2. Conclusion

How to migrate to Shopify?

Shopify migration can be conducted in two different ways:

1: Using apps and tools provided by Shopify.

2: Using the manual migration method.

Shopify users can carry out the process by using the various apps available on the Shopify Store, whereas Shopify Plus Users can also use the Command Line Tools to do the same.

Important: Your store products and data have been saved or duplicated. Thus, migrating to Shopify can take time as per your store size. Be patient until the large data is processed throughout the migration.

1: Standard administrative settings configuration

Here are a few things that must be taken care of before adding products and integrating payment methods:

1. Review your e-commerce store migration checkpoints to ensure a smooth migration process.
2. Initiate the process to set up your latest domain, mail address, and store settings.
3. Find the settings to manage your account details and billing information.
4. Add staff with individual login credentials and secure sensitive information.

2: Shopify store data & content import

Migrating to Shopify includes your product bank, articles, and other information from the old platform, such as customer transactions and billing info.

It sure takes time to plan every step, so we advise you to be patient. Make a list of important steps to carry out, such as:

• Copy-pasting content from your old website to the new one.
• Use apps provided by Shopify.
• Hire a Shopify expert.
• Use CSV file to migrate data (This option does not include customer passwords)

It is important to put things in order if you import all the products, customers, and historical data. You can follow the below order:

1. Products
2. Customers
3. Historical Order

If you follow the order correctly, you can access all your customers and transaction history. The migrated order will also be linked to your users.

3: Products organization after migration

You must ensure your product data is imported correctly if you are migrating using apps provided by Shopify. Knowing the difference between digital and physical products in your store is also important.

Things to verify after migration:

✓ Check product details: Image, description, variants, and meta tags.

✓ Create a collection: Create a dropdown menu to organize your products into their respective category.

✓ Keep track of products: Find product inventory apps on the Shopify App Store and manage transfers.

4: Website presentation through themes and plug-ins

When shifting to a new store, you’ll need a kickass theme to suit your product niche. To help you with that, the Shopify themes page. You can also customize your theme for your online store by adding it to your admin panel.

There are two ways to apply a theme to your website. You can easily add it for free within your admin panel or buy a paid theme from the Shopify theme store.

5: Domain setup

You can set up your new Shopify store in two ways: Buy a new domain or transfer the existing domain associated with your old store.

Remember: You must disconnect your existing domain before migrating from your previous platform to avoid SSL certificate errors.

6: Shipping setup

It is very essential to set up shipping rates and methods before launching your new site. Asking your customers for more after charging them or refunding them for overcharging can become a big mess.

This won’t be the case if you’re selling digital products and services, as only physical goods need a shipping process.

Here’s how you can set up shipping:

1. Add your Shipping address for precise shipping rates.
2. Create shipping areas to promote your reach.
3. Calculate shipping dimensions. If you’re shipping through a carrier, the rates vary according to their volumetric weight.
4. Configure your shipping rates according to your selected reach.
5. Find the right shipping strategy.
6. Order fulfillment: Look for order fulfillment services, or you can do it alone.

7: Tax configuration

Charging sales tax is a vital part of the business. There are different sets of rules and regulations depending on your locality. We suggest you take some time to understand the Shpify tax setup process to ensure your store complies with the sales tax rules.

When you set up shipping methods, you’re now applicable for shipping taxes. The rules will be complied with as per your customer’s local, state, or provincial tax regulations. Shopify will automatically calculate the tax shipping charges.

If you want to adjust taxes manually, you can use tax override according to your specific product collection.

8: Payment provider setup

A payment provider must be integrated into your store to ensure your customers are paying. Whenever a user needs to buy, a payment provider is there to accept your credit cards with top-notch security.

Shopify offers its own payment gateway service, although you can also use any third-party payment.

Here’s how you can set up your payment provider:

1. Choose your preferred payment provider. (Shopify or any third-party payment provider)
2. Enable Shopify/other provider payments in your admin panel.
3. Enable your preferences for capturing authorized payments when a product is sold to a customer.

9: Placing some test orders for confirmation

You’re applicable for placing orders only when you have configured your payment settings. Now, you can ensure the setup is running successfully; you can process a few test transactions.

You can also get familiar with the process your customers go through while placing their orders.

Access all your customer orders through the Orders page in your Shopify admin panel.

10: URL redirects

URL redirects are also one of the most important stages in the migration process. To learn more about that, visit our comprehensive pre-migration guide to Shopify.

Conclusion

Congratulations on your new store! After setting up a successful migration, you can invite customers to their online store accounts. If you have a lot of customers, you can use various apps on the Shopify App Store.

If you’re using Shopify Plus, you can use the Shopify bulk account inviter app from the store.

Shopify is the most dominant platform in the e-commerce market. We assure you the services offered by this platform are world-class and reliable. We at ValarDigital recommend Shopify as a default e-commerce platform for anyone who wants to migrate.