This document outlines a 10 step checklist for planning an e-commerce platform migration. It includes validating the target platform's support for key business processes, planning the migration of general store configuration, product catalog, storefront design and content, checkout process, customer and order data, policy pages, third-party integrations, social media integration, reports, and customer communication. The goal is to ensure a seamless transition that minimizes disruption to online shoppers and the business.

1. STEP 1: Platform Selection
Validate the target platform vs. your core business processes:
Step Y/N
Shopper experience flow
Content and product maintenance
Order fulfilment
Customer service
Product promotions
Marketing communication
Customer services
Commerce Platform Migration Checklist
You are seeking a new e-commerce platform to build your online store. Or maybe, you might be on a mission to upgrade your current shopping cart with the latest technology.
If you run an active online store then even migration of a simple store would require thorough planning, seamless execution and a post-migration checkup to ensure minimum
interruption for online shoppers and business overall. This checklist, with it’s 95 points, should provide you with all of the necessary steps to do so.

2. STEP 2: Migration Planning Checklist
General Store Configuration:
Step Y/N
Contact Phone
Contact Email
Supported countries and currencies
Languages and local settings
Time zone
Shipping options and rates
Tax rules and rates
Payment gateways and PayPal
Required custom e-Commerce platform extensions
Web site domain and your store URLs
SSL certificate
Step Y/N
PCI compliance requirements
Up-time monitoring and alerts
Security and malware scanning
Data and content backup. Disaster recovery
processes

3. STEP 3: Migration Planning - Product Catalog
Product Catalog Migration:
Step Y/N
Map all standards and custom product attributes for the import/
export process
Map old and new catalogue category structures
Related Products
Cross-Sell products
Ups-sell products
Price promotion rules
Per product tax group settings
Data feeds with POS inventory to other inventory systems
Data feeds to other market places (eBay, Amazon, etc.)
RSS Feed if any

4. STEP 4: Migration Planning - Storefront
Storefront style and content:
Step Y/N
Branding style migration – logo, fonts, colours,
images and photos
The site main and secondary navigation, calls to
action menus
Validate responsive theme design on mobile
phones and tablets
Common page header
Common page elements including fonts, icons,
links, buttons, and content styles
Home page
Main category pages
Subcategory pages
Product detail pages
Step Y/N
Search results page
Shopping cart page: cross-sell options
Other non-product content pages
Digital assets (PDF, images, videos)
Links to external content (Videos, Blogs, Documents on
third party sites) migration
Sliders and banners
Generic and custom widgets functionality mapping
Data feeds inbound and outbound
Product reviews module

5. STEP 5: Migration Planning - Checkout
Checkout Process:
Step Y/N
Guest checkout options
Shipping options
Payment options
Free shipping rules
Order and account related transactional emails

6. STEP 6: Migration Planning - Data
Customs and orders data migration, validation and data QA:
Step Y/N
Customer account
Orders
Credit memos
STEP 7: Migration Planning - Policy Pages
Informational and Policy pages:
Step Y/N
Privacy policy
Terms of service policy
Return and refund policy
Customer service links

7. STEP 8: Migration Planning - Integration
Third-party sites and services Integration:
Step Y/N
Shipping service providers
E-mail marketing providers (Mailchimp, Constant Contact, Bronto, Listrak,
Silverpop, etc.)
Amazon, Ebay, Rakuten, Play.com or other market places integration
Google Merchant Center data feeds
Google Shopping Campaigns with Google Ads
WordPress or other blog integration Permanent
URL mapping and 301 redirects Search engine
crawler settings - Robots.txt file Keywords
research and optimization
Google site maps
Rich snippets

8. STEP 9: Migration Planning - Social Media
Social media content and integration:
Step Y/N
Facebook
Twitter
Pintrest
Instagram
LinkedIn
Google +
Sales reports
Customer reports
Shopping cart reports
Product Reports
Step Y/N
Reviews report
On-site search terms report
Web analytics reports
Campaign reports
Special reports

9. STEP 10: Migration Planning - Customer Communication
Customer communication and proactive customer care:
Step Y/N
Email and online communication
Customer service training