Volusion to Shopify migration checklist

1. Volusion to Shopify Migration Checklist

2. Volusion to Shopify migration 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. Volusion to Shopify migration checklist Table of contents Table of contents Introduction 4 Pre-Migration recommendations 5 Taxes 5 Plugins 5 SAAS 6 Migration itself 7 Account selection step (only for partners) 7 Stores setup step 8 ? Volusion store setup 8 ? Shopify store setup 8 Entities & extra options selection step 9 Mapping step 13 Demo migration step 14 Full migration step 17 Post-Migration suggestions 18 Bottom line 19 3

4. Volusion to Shopify migration checklist Introduction Introduction Volusion to Shopify 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 Volusion to Shopify migration will be seamless and trouble-free. 4

5. Volusion to Shopify migration 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. Taxes If taxes are used on the Volusion store, configure them on the Shopify 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. Volusion to Shopify migration checklist Pre-Migration recommendations SAAS If large amounts of data need to be migrated from Volusion to Shopify, consider buying a more expensive Shopify 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. Volusion to Shopify migration 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 Volusion to Shopify 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. 7

8. Volusion to Shopify migration checklist Migration itself Stores setup step Volusion store setup When migrating data from Volusion, you’ll be asked to provide: ? Store URL - enter the domain URL of the store. Shopify store setup When migrating to Shopify, you have to install the Cart2Cart plugin from the Shopify official marketplace . ? To start the installation process, just activate the Install Plugin button? ? When activated, the access details are automatically filled in. Shopify store setup Setup You can to see how it works. But? run free Demo migration to the Cart2Cart Shopify test store ? Only Demo migration can be performed to the test store, not Full? ? You’re only required to tick the checkbox and select Shopify as a 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. Volusion to Shopify migration 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 Volusion to Shopify. So, specify the entities you want to transfer by ticking the matching checkboxes or click on the All Entities checkbox to get all the Volusion data automatically migrated to the new Shopify 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 Volusion to Shopify: ? Name, SKU, Full Description, Images in Description, Status, Manufacturer? PRODUCTS ? Price, Special Price? ? Weight? ? Meta Title, Meta Description? ? Variants (Weight, Attributes, Quantity, Images, Price, Special Price )? ? Base Image, Additional Images? ? Quantity, Stock Status. ? Name , Description, Status? PRODUCT CATEGORIES ? Image? ? Meta Title, Meta Description. ? Name. MANUFACTURERS 9

10. Volusion to Shopify migration checklist Migration itself ? First Name, Last Name, Email? CUSTOMERS ? 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); ? ID , Order Date , Order Status, Order Products (Name, SKU), Product Price, Quantity, SubTotal Price, Tax Price, Shipping Price, Total Price, Order Comments? 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). ? Gift Card, 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 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. 10

11. Volusion to Shopify migration 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 migrating from Volusion to Shopify include: Clear current data on the Shopify store before migration 1 Upon activation, the option deletes the data on your new Shopify store in compliance with the Volusion entities selected for the automated migration. For example: if you’re migrating “Products” and “Taxes” entities from Volusion, this function will delete such entities on your new Shopify 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. 11

12. Volusion to Shopify migration checklist Migration itself Preserve order IDs on the new Shopify store 2 This function provides the ability to migrate order IDs to the new Shopify store without making changes. For instance, order #13 in your Volusion store will be moved to Shopify as order #13. This requires another option - Clear current data on Shopify store before migration. It helps to ensure accuracy and avoid duplication in case your new Shopify store is not clean and already has some items on it. Migrate categories into Shopify automated collections 3 This guarantees that the product categories from your Volusion store will be transferred to automated collections on the new Shopify store; the products will receive tags, and will be arranged to the corresponding collections on Shopify with all the relations between subcategories of the current Volusion store preserved. Create store after migration 301 redirects on the Shopify 4 This additional option automatically creates 301 redirects from the current Volusion store’s URLs to the corresponding ones in the new Shopify store during the migration. As a result, you can maintain your SEO ranking and customer experience after the migration is over. 301 redirects 12

13. Volusion to Shopify migration checklist Migration itself Migrate images from product descriptions, category descriptions, and blog post descriptions 5 It allows migrating images contained in product descriptions and category descriptions from the Volusion store to the Shopify one alongside other data. Mapping step Connect the data fields from your current Volusion store to the respective data fields in the new Shopify 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 migrating from Volusion to Shopify, you can map the following: Order statuses If the Orders entity is selected. Customer groups If the Customers entity is selected. 13

14. Volusion to Shopify migration 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. 14

15. Volusion to Shopify migration 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 Volusion and new Shopify 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 15

16. Volusion to Shopify migration 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 Shopify? ? 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 Shopify 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 16

17. Volusion to Shopify migration checklist Migration itself Full migration step Once you initiate the Volusion data migration to Shopify, 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 17

18. Volusion to Shopify migration 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 Volusion data has been accurately imported to the new Shopify 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 Volusion and new Shopify stores. 18

19. Volusion to Shopify migration checklist Bottom line Bottom line This Cart2Cart Volusion to Shopify Migration Checklist covers all the critical points to keep in mind when migrating from Volusion to Shopify. If any additional questions arise during the migration process, do not hesitate to . We’ll be more than happy to help. contact us 19

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