Universal Migration Checklist for Developers.pdf

Universal

Migration Checklist 
for Developers

Universal migration checklist for developers
2
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

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

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.
Introduction
Universal migration checklist for developers Introduction
4

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:
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
contact the
Support Team
consider buying a
Data Migration
Service Package
Universal migration checklist for developers Pre-Migration recommendations
5

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).
Make sure the Cart2Cart IPs are added to the white list.

How can I add Cart2Cart IPs to the white list?
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).
Universal migration checklist for developers Pre-Migration recommendations
6

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.
Migration itself
Universal migration checklist for developers Migration itself
7
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
APIaccess - set up the access using the
store admin and enter the required keys in
the corresponding fields of the Migration
Wizard.

8
Plugin - install the Cart2Cart plugin from the
official marketplace of the platform
To start the installation process, just activate
the Install Plugin button
The plugin gives you the necessary access
details.
Instal
Plugin
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.

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.
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Entities that can be migrated via Cart2Cart:
Cost
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).
PRODUCTS
Name, Description, Status
URL, Meta Title, Meta Description
Category Images.
PRODUCT
CATEGORIES

Name.
MANUFACTURERS
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First Name, Last Name, Email, Customer Group,
Newsletter
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).
CUSTOMERS
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
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).
ORDERS
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

Title, SEO URLs
Meta Description, Meta Keywords, Meta Title.
Blog
Title, Full Description, Short Description, Tags,
SEO URL, Author, Blog IDs, Comments, Post
Redirects
Meta Description, Meta Keywords, Meta Title
Images.
Blog POSTS
Yes.
MULTIPLE
LANGUAGES
Title, URL, Meta Description, Status, Content
Heading.
CMS PAGES
11
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.

12
The most popular migration add-ons among store owners include:
1 Preserve Product/Customer/Order IDs
on the Target store
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.
2 Delete current data from the Target
store before migration
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.

13
3 Create product variants based on the
combinations of attribute values
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.
4 Create on your Target
store after migration
301 redirects
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
5 Migrate categories and products SEO
URLs
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.

14
6 Migrate customers’ passwords
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
7 Migrate Source store categories into
Shopify Automated Collections
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.
8 Migrate Source store customer groups
into customer tags
The function makes it possible to migrate
the customer groups from your current
store into customer tags of the new Shopify
store.
store customer
groups
customer tags
9 Migrate short & full descriptions
This transfers both short and full
descriptions into the same description field.

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

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

Demo migration step
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).
While it is possible to skip the Demo, we strongly recommend against
it.
17
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.

If the Demo has been completed, you’ll see the following
information displayed on your Migration Wizard:
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.
Cart2Cart Support
Team,
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,
18
Details about the transferred
entities, with links to your current
and new stores.
Entity counts and additional
options list.
Total migration price.

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.
Cart2Cart Support
Team
19
Support team

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 , , or
services at this step by clicking the matching buttons. Note that the
Smart Update option is available for partners only.
Recent Remigration Smart Update
20

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.

Werecommendcomparingthefieldsofeachparticularentityontheadmin
sideofthecurrentandnewstores.
Post-Migration suggestions
Universal migration checklist for developers Post-Migration suggestions
21

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 We’ll be
more than happy to help.
contact us.
Bottom line
Universal migration checklist for developers Bottom line
22

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Universal Migration Checklist for Developers.pdf

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