Universal Migration Checklist for Developers

1. Universal Migration Checklist
 for Developers

2. Universal migration checklist for developers 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. Universal migration checklist for developers Table of contents Table of contents Introduction 4 Pre-Migration recommendations 5 Languages 5 Plugins 5 Hosting 6 SAAS 6 Migration itself 7 Account selection step (only for partners) 7 Stores setup step 7 Entities & extra options selection step 9 Fields mapping step 16 Demo migration step 17 Full migration step 20 Post-Migration suggestions 21 Bottom line 22 3

4. Universal migration checklist for developers Introduction Introduction Store migration 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 eCommerce data migration will be seamless and trouble-free. 4

5. Universal migration checklist for developers 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 minimise any potential risk during the migration. Languages Set up the language of your Source store data on the new Target store. 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 Source store plugins are affecting the overall data performance, it is recommended to and check the result. run Demo migration 5

6. Universal migration checklist for developers Pre-Migration recommendations Hosting Migration speed depends on the web hosting, so choose the proper hosting plan. Keep in mind that? ? a lot of data requires more external memory on the hosting? ? platform complexity requires more CPU power and more RAM (e.g., Magento). 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. SAAS If large amounts of data need to be migrated, consider buying a more expensive plan, at least for the time of migration. The reason is the API’s a limit on the number of requests per unit of time - which means migration time depends on the available API limit and can increase from a few hours to several days and weeks (depending on the platform). 6

7. Universal migration checklist for developers Migration itself Migration itself There’s a lot of information provided on the Cart2Cart 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 migration-related 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. Stores setup step Each platform has its own specifics, so depending on your
 Source & Target stores, there are actions that you need to perform: File-based integration (Volusion, Yahoostore, CSV, etc.)? ? Store URL - enter the domain URL of the store. API-based integration (file-based, api-based, etc)? ? Store URL - enter the domain URL of the store? ? API access - set up the access using the store admin and enter the required keys in the corresponding fields of the Migration Wizard. 7

8. Universal migration checklist for developers Migration itself ? Plugin - install the Cart2Cart plugin from the official marketplace of the platform? ? To start the installation process, just activate the Install Plugin button? Plugin Instal ? The plugin gives you the necessary access details. Bridge-based integration (WooCoomerce, Magento, PrestaShop, Opencart)? ? Store URL -  enter the domain URL of the store? ? Install Bridge - download the bridge files and upload them to the FTP store? ? Auto bridge install - enter the FTP access credentials in the corresponding fields of the FTP form, and the bridge will be downloaded automatically? ? Admin credentials - provide the login and password to enter the admin of the store. Preview You can run free Demo migration to the Cart2Cart test store just to see how it works? ? Only demo migration can be performed to the test store, not Full? ? You’re only required to tick the checkbox and select the platform you want 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. Universal migration checklist for developers Migration itself Entities & extra options selection step Cart2Cart has all the necessary functionality to migrate every possible eСommerce data type and its accompanying attributes across various shopping carts. So, specify the entities you want to transfer by ticking the matching checkboxes or click on the All Entities checkbox to get all the data automatically migrated to the new store. You’ll see notices about necessary plugins. Their installation is optional but desirable if you need the appropriate entities to be transferred. Entities that can be migrated via Cart2Cart: ? Cost? PRODUCTS ? Name, SKU, Full Description, Status, Custom Fields(Name, Value), Images in Description, Manufacturer? ? Price, Special Price? ? URL, Meta Title, Meta Description? ? Product Image, Additional Images? ? Quantity, Manage Stock, Stock Status? ? Weight? ? Product Tags, UPC? ? Product Attributes (Name, Values)? ? Product Variants (SKU, Weight, Quantity, Images, Additional image). ? Name, Description, Status? PRODUCT CATEGORIES ? URL, Meta Title, Meta Description? ? Category Images. 9

10. Universal migration checklist for developers Migration itself ? Name. MANUFACTURERS ? First Name, Last Name, Email, Customer Group, Newsletter? CUSTOMERS ? Customer Billing Address (First Name, Last Name, Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone)? ? Customer Shipping Address (First Name, Last Name, Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone). ? Order Date, Order Status, Order Products (Final Price, Tax Value, Name, SKU, Option), Custom Order Status, Product Price, Quantity, SubTotal Price, Discount Price, Tax Price, Shipping Price, Total Price, Order Comments, Order Status History? ORDERS ? Customer Name, Email, Billing Address (First Name, Last Name, Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone)? ? Shipping Address (First Name, Last Name, Company, Address 1, Address 2, Country, State, City, Zip Code, Telephone). ? Name, Coupon Code, Coupon From Date, Coupon To Date, Uses Per Coupon, Uses Per Customer, Type Discount, Discount Amount, Minimum Spent. COUPONS ? Created Date, Rate, User Name, Comment, Product, Title. Reviews 10

11. Universal migration checklist for developers Migration itself ? Title, SEO URLs? Blog ? Meta Description, Meta Keywords, Meta Title. ? Title, Full Description, Short Description, Tags, SEO URL, Author, Blog IDs, Comments, Post Redirects? Blog POSTS ? Meta Description, Meta Keywords, Meta Title? ? Images. MULTIPLE LANGUAGES ? Yes. ? Title, URL, Meta Description, 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. 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. 11

12. Universal migration checklist for developers Migration itself The most popular migration add-ons among store owners include: Preserve Product/Customer/Order IDs on the Target store 1 This function provides the ability to migrate product/customer/order IDs to a Target store without making changes. For instance, product/customer/order #13 in your Source store will be moved to the Target store as product/customer/order #13. The option requires ordering another additional option - Clear current data on Target Store before Migration. It helps to ensure accuracy and avoid duplication in case your Target store is not clean and already has some items on it. Delete current data from the Target store before migration 2 Upon activation, the option deletes the data on your Target store in compliance with the entities selected for automated migration. For example: if you’re migrating “Products” and “Taxes” entities from Source to Target cart, this option will wipe out such entities on your Target store beforehand starting the transfer. The option is irreversible. It is recommended to back up your store manually, before enabling this action for your store. Simply export data to CSV files and save them on your PC. 12

13. Universal migration checklist for developers Migration itself Create product variants based on the combinations of attribute values 3 The function allows transforming simple products from the Source store into configurable product variants on the 
 Target store. In other words, the service will migrate attribute combinations as child (item) products based on size, color, material, quality, memory, etc. Create store after migration 301 redirects on your Target 4 This additional option automatically creates 301 redirects from your Source Store’s URLs to the corresponding ones in your new 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 store to the new platform. Moreover, it facilitates the post-migration store management process and saves product search engine rankings. 13

14. Universal migration checklist for developers Migration itself Migrate customers’ passwords 6 The option helps to transfer customer passwords to the Target store automatically. By choosing the option, you will save your clients' time and deprive them of the password-recovery hassle. passwords Migrate Source store categories into Shopify Automated Collections 7 This guarantees that your product categories will be transferred to automated collections, the products will receive tags, and will be arranged to the corresponding collections with all the relations between subcategories of the Source store preserved. Migrate Source store customer groups into customer tags 8 store customer groups The function makes it possible to migrate the customer groups from your current store into customer tags of the new Shopify store. customer tags Migrate short & full descriptions 9 This transfers both short and full descriptions into the same description field. 14

15. Universal migration checklist for developers Migration itself Migrate images from product descriptions, category descriptions, and blog post descriptions 10 It allows migrating images contained in product descriptions and category descriptions from your Source cart to a Target cart alongside other data. Migrate product SKUs 11 This helps you transfer your products’ SKUs to the Target store. Migrate invoices, credit memos, and shipments to the Target store 12 This option allows transferring invoices, credit memos, and shipments along with carriers to Target Store.  15

16. Universal migration checklist for developers Migration itself Fields mapping step Connect the data fields from your current store to the respective data fields in the new 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. Mostly, the following opions are available for mapping: 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. Universal migration checklist for developers 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. Universal migration checklist for developers 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 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. Universal migration checklist for developers 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 store? ? 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 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. Universal migration checklist for developers Migration itself Full migration step Once you initiate the data migration transfer, 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. Universal migration checklist for developers 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 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 stores. 21

22. Universal migration checklist for developers Bottom line Bottom line The Universal Migration Checklist covers all the critical points to keep in mind when migrating to across various shopping carts. If any additional questions arise during the migration process, do not hesitate to more than happy to help. contact us. We’ll be 22

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