Magento (Adobe Commerce) upgrade checklist

1. Magento (Adobe Commerce) Upgrade Checklist

2. Magento (Adobe Commerce) upgrade checklist Your ultimate DIY migration checklist Use this step-by-step checklist to keep track of your migration progress and maximize the chances of a successful migration. Pre-Migration steps Decide on the platform you want to host your business Pause your new store from search engine indexing Find the stores’ access credentials Audit your current store database Consider the new store design Migration itself Connect your existing & new stores Select the data entities to migrate Customize the migration Map the corresponding fields Run a Demo migration Check Demo migration results Launch the Full migration Post-Migration steps Perform a post-migration data audit Check your SEO configurations Prepare email notifications Transfer customers’ passwords Expand the new store Test your new store 2

3. Magento (Adobe Commerce) upgrade checklist Table of contents Table of contents Introduction 4 Pre-Migration recommendations 5 Languages 5 Taxes 5 Plugins 5 Hosting 6 Migration itself 7 Account selection step (only for partners) 7 Stores setup step 8 Entities & extra options selection step 9 Mapping step 16 Demo migration step 17 Full migration step 20 Post-Migration suggestions 21 Bottom line 22 3

4. Magento (Adobe Commerce) upgrade checklist Introduction Introduction Magento (Adobe Commerce) upgrade is quite a complex and challenging experience even for high-skilled developers, not to mention do-it-yourselfers. However, with proper planning and the right tools at hand - the time and money spendings can be decreased significantly. So, take your time to go through this step-by-step transfer checklist to ensure your Magento (Adobe Commerce) upgrade will be seamless and trouble-free. 4

5. Magento (Adobe Commerce) upgrade checklist Pre-Migration recommendations Pre-Migration recommendations No matter what migration method/tool you use, consider the following steps and make the recommended configurations. It will help you minimize any potential risk during the migration. Languages Set up the language of your current Magento (Adobe Commerce) store on the new Magento (Adobe Commerce) one. Taxes If taxes are used on your current Magento (Adobe Commerce) store, configure them on the new Magento (Adobe Commerce) store using the same settings. Plugins If plugin installation is required before data transfer, you’ll be prompted about that on the Migration Wizard. If you have plugins that affect the eCommerce data performance (especially if it is a change in the structure of the database or API), you should: contact the Support Team consider buying a Data Migration Service Package If you’re not sure whether the installed plugins are affecting the overall data performance, it is recommended to check the result. run a Demo migration and 5

6. Magento (Adobe Commerce) upgrade checklist Pre-Migration recommendations Hosting Cart2Cart works on the maximum allowable speed and the reason for most migrations running slowly is the hosting restrictions. Thus, we recommend to make sure your hosting plan provides the best possible performance, especially if you’re a a small or mid-size store owner. Make sure the Cart2Cart IPs are added to the white list. How can I add Cart2Cart IPs to the white list? Disable the server settings that may block access to the bridge or the entire store. It can be, e.g., FireWall. 6

7. Magento (Adobe Commerce) upgrade checklist Migration itself Migration itself There’s a lot of information provided on the Migration Wizard - just pay attention to the instructions (hints) displayed on the right side (hover the mouse over the required field and read the explanation). Also, don’t forget about the FAQs - there, you’ll also find your specific Magento (Adobe Commerce) upgrade questions answered. Account selection step (only for partners) If you’re partnering with Cart2Cart and want to create a migration for a client, choose a sub-account linked to that partner to proceed with the data transfer. 7

8. Magento (Adobe Commerce) upgrade checklist Migration itself Stores setup step When upgrading Magento (Adobe Commerce), you’ll be required to provide: ? Your current & new Magento (Adobe Commerce) stores URLs - enter the domain URLs of both stores? ? Install Bridges for the current & new Magento (Adobe Commerce) stores - download the bridge files and connect the stores. More info here . You can Commerce) test store to see how it works. But? run a free Demo migration to the Cart2Cart Magento (Adobe ? Only Demo migration can be performed to the test store, not Full? ? You’re only required to tick the checkbox and select Magento (Adobe Commerce) as the platform to migrate to. Once the Demo is finished, you’ll be provided with the admin access credentials so that you can see the result of the Demo transfer. 8

9. Magento (Adobe Commerce) upgrade checklist Migration itself Entities & extra options selection step Cart2Cart has all the necessary functionality to migrate every possible eСommerce data type and its accompanying attributes from your current Magento (Adobe Commerce) platform to the new one. So, specify the entities you want to transfer by ticking the matching checkboxes or click on the All Entities checkbox to get all the current Magento (Adobe Commerce) data automatically migrated to the new Magento (Adobe Commerce) store. You’ll see notices about necessary plugins. Their installation is optional but desirable if you need the appropriate entities to be transferred. What data can be migrated from Magento (Adobe Commerce) to its latest version: ? Name, SKU, Short Description, Full Description, Status, Manufacturer, Country of Manufacturer, Tax Class, Sort Order in Category? PRODUCTS ? Price, Special Price, Special Price From-To Date, Group Price, Tier Price, MSRP? ? URL, Meta Title, Meta Keywords, Meta Description? ? Weight? ? Related Products, Product Tags, Up-sells, Cross-sells? ? Attributes (Name, Values), Custom Options (Drop-down, Radio Buttons, CheckBox, Multiple Select, Date, Text Field, Text Area, Time, Date & Time, File)? ? Downloadable Products (Price, Files, Max Downloads), Grouped Products (Associated Products), Bundle Products; 9

10. Magento (Adobe Commerce) upgrade checklist Migration itself ? Variants (SKU, Weight, Attributes, Quantity, Images, Price, Special Price, Special Price From-To Date, Name, Tier Price, Group Price, MSRP)? ? Base Image, Thumbnail Image, Additional Images? ? Quantity, Stock Availability, Manage Stock, Backorder. ? Name, Description, Status, Is Anchor? PRODUCT CATEGORIES ? Image, Thumbnail Image? ? URL, Meta Title, Meta Description, Meta Keywords. ? Name, Image. MANUFACTURERS ? Tax Class (Name), Tax Rates (Country, State, Percent), Tax Rules (Tax Class, Tax Rate). TAXES ? ID, First Name, Last Name, Email, Customer Group, Newsletter, Gender, Date of Birth, Passwords , Created Date? CUSTOMERS ? Billing Address (Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone, Fax)? ? Shipping Address (Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone, Fax ). ? ID , Order Date, Order Status, Order Products (Name, SKU, Option), Product Price, Quantity, SubTotal Price, Discount Price, Tax Price, ORDERS 10

11. Magento (Adobe Commerce) upgrade checklist Migration itself ? Total Price, Order Comments? ? Customer Name, Email, Billing Address (Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone, Fax )? ? Invoice? ? Credit Memo? ? Shipment? ? Shipping Address (Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone, Fax)? ? Transactions. ? Name, Description, Status, Coupon Code, Coupon Date, Customer Groups, Uses Per Coupon, Uses Per Customer, Type Discount, Discount Amount. COUPONS ? Created Date, Status, Rate, User Name, Description, Summary, Product, Title, Type. REVIEWS ? Yes. MULTISTORE ? Title, Created Date, URL, Description, Meta Description, Meta Keywords, Status, Content Heading. CMS PAGES Cart2Cart offers a list of additional options that allow you to expand the migration possibilities. They make the process of data transfer flawless and the results accurate. 11

12. Magento (Adobe Commerce) upgrade checklist Migration itself Before ordering the additional options, you should note that? ? Additional options are not obligatory and can be performed only upon your request? ? Additional options are not included in the migration cost and are also charged. The most popular migration add-ons among store owners upgrading their Magento (Adobe Commerce) to the newest version include: Clear current data on the new Magento (Adobe Commerce) store before migration 1 Upon activation, the option deletes the data on your new Magento (Adobe Commerce) store in compliance with the current store entities selected for the automated migration. For example: if you’re migrating “Products” and “Taxes” entities, this function will delete such entities on your new Magento (Adobe Commerce) store before starting the transfer. Clear current data The option is irreversible. It is recommended to back up your eCommerce data manually before enabling this action for your store. Simply export data to CSV files and save them on your PC. 12

13. Magento (Adobe Commerce) upgrade checklist Migration itself Preserve customer/order IDs on the Target store 2 This function provides the ability to migrate customer/order IDs to the new Magento (Adobe Commerce) without making changes. For instance, customer/order #13 in your current Magento (Adobe Commerce) store will be moved to the new Magento (Adobe Commerce) store as customer/order #13. This requires another option - Clear current data on Magento (Adobe Commerce) store before Migration. It helps to ensure accuracy and avoid duplication in case your new Magento (Adobe Commerce) is not clean and already has some items on it. Create product variants based on the combinations of attribute values 3 The function allows transforming simple products from the current Magento (Adobe Commerce) store into configurable product variants on the new Magento (Adobe Commerce) store. In other words, the service will migrate attribute combinations as child (item) products based on size, colour, material, quality, memory, etc. 13

14. Magento (Adobe Commerce) upgrade checklist Migration itself Create (Adobe Commerce) store after migration 301 redirects on Magento 4 This additional option automatically creates 301 redirects from your current Magento (Adobe Commerce) store’s URLs to the corresponding ones in your new Magento (Adobe Commerce) store during the migration. As a result, you can maintain your SEO ranking and customer experience after the migration is over. 301 redirects Migrate categories and products SEO URLs 5 If activated, the function preserves the store products and categories URLs while migrating from your current Magento (Adobe Commerce) store to the new Magento (Adobe Commerce) one. Moreover, it facilitates the post-migration store management process and saves product search engine rankings. Migrate customers’ passwords 6 The option helps to transfer customer passwords to the new Magento (Adobe Commerce) store automatically. By choosing the option, you will save your clients' time and deprive them of the password-recovery hassle. passwords 14

15. Magento (Adobe Commerce) upgrade checklist Migration itself Migrate images from product descriptions, category descriptions, and blog post descriptions 7 It allows migrating images contained in product descriptions and category descriptions from your current Magento (Adobe Commerce) store to the new Magento (Adobe Commerce) one alongside other data. Migrate invoices, credit memos, and shipments to the new Magento (Adobe Commerce) store 8 This option allows transferring invoices, credit memos, and shipments along with carriers to the new Magento (Adobe Commerce) store. 15

16. Magento (Adobe Commerce) upgrade checklist Migration itself Mapping step Connect the data fields from your current Magento (Adobe Commerce) store to the respective data fields in the new Magento (Adobe Commerce) store. Doing this minimises the potential for errors and standardises your data, making it easier to understand it by correlating it with identities - for instance. When upgrading to Magento (Adobe Commerce), you can map the following: Order statuses If the Orders entity is selected. Customer groups If the Customers entity is selected. Stores If there is a Multistore entity in your Source or Target stores. 16

17. Magento (Adobe Commerce) upgrade checklist Migration itself Demo migration step While it is possible to skip the Demo, we strongly recommend against it. A Demo is simply a demonstration of the service in action aimed at showing users the basic functionality of the migration tool. You can set up the service, see how it works with a limited number of items, and make sure it is suitable for your needs. It is essentially a “minimised” trial version of the Full data migration. Demo migration can be utilised an unlimited number of times until you’re satisfied with the outcome (it’s free). The process takes 10 to 30 minutes and allows you to transfer up to 10 products, customers, orders, and other data related to them. Once you migrate the specified data, you will get an email notification with a link to your new cart. If you want to preserve the store configurations integrated while in Demo mode, you can transfer them during the Full migration phase. Don’t close your browser window when the Demo migration is in progress. You can minimise your browser window if you need to work on something else while the Demo migration completes. 17

18. Magento (Adobe Commerce) upgrade checklist Migration itself If the Demo has been completed, you’ll see the following information displayed on your Migration Wizard: Details about the transferred entities, with links to your current and new Magento (Adobe Commerce) stores. Entity counts and additional options list. Total migration price. At this point, you can also choose the Migration Insurance plan. There are , with different prices and different conditions for remigration. The "No insurance" option is also offered. three types of Insurance If you are happy with the outcome, you can proceed with the Full migration. If the Demo helped you detect some issues, contact the , and we will help you fix them before starting the Full migration. Team Cart2Cart Support 18

19. Magento (Adobe Commerce) upgrade checklist Migration itself How to check demo migration results Once your free Demo migration is finalised, you will receive an email alert. To check the results on your new store, go back to the Migration Wizard and follow the listed URLs to see what they look like on the new Magento (Adobe Commerce)? ? On the front page of the shop (if the migrated entity is to be displayed there)? ? In the categories that were moved, an? ? In the search results by title. When done, log in to the admin panel of the new Magento (Adobe Commerce) store and check out how your entities are displayed from the backend. Once you’re satisfied with the outcome, you can proceed with the Full migration. If the Demo flagged some issues, contact the to get everything resolved before embarking on the Full migration. Team Cart2Cart Support Support team 19

20. Magento (Adobe Commerce) upgrade checklist Migration itself Full migration step Once you initiate the Magento (Adobe Commerce) upgrade, you’ll first need to fund your account balance and then finish the data migration to your new store. Keep in mind that you only pay for the data you transfer — you won’t be charged any additional fees. The Migration details section shows a variety of migration information. You can also choose the , services at this step by clicking the matching buttons. Note that the Smart Update option is available for partners only. Recent Remigration , or Smart Update 20

21. Magento (Adobe Commerce) upgrade checklist Post-Migration suggestions Post-Migration suggestions Even if you’ve gone through the migration procedure seamlessly and everything appears to be error-free, take the time to check whether all the data has been accurately imported to the new Magento (Adobe Commerce) platform. Check each transferred entity, taking into account the data of the entity itself (e.g., in products: name, descriptions, prices, discounts, etc.) and links to categories, brands, reviews, etc. We recommend comparing the fields of each particular entity on the admin side of the current and new Magento (Adobe Commerce) stores. 21

22. Magento (Adobe Commerce) upgrade checklist Bottom line Bottom line This Universal Magento (Adobe Commerce) Upgrade Checklist covers all the critical points to keep in mind when upgrading the Magento (Adobe Commerce) software. If any additional questions arise during the migration process, do not hesitate to . We’ll be more than happy to help. contact us 22

23. Join us at our website Join us Have a question? We're here to help Contact us