Magento 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 upgrade will be seamless and trouble-free. https://bit.ly/3pahPC6

1. Magento (Adobe
Commerce)
Upgrade Checklist

2. Magento (Adobe Commerce) upgrade checklist
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

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

4. 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.
Introduction
Magento (Adobe Commerce) upgrade checklist Introduction
4

5. 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
Magento (Adobe Commerce) upgrade checklist Pre-Migration recommendations
5
If you’re not sure whether the installed plugins are affecting the overall
data performance, it is recommended to and
check the result.
run a Demo migration

6. Disable the server settings that may block access to the bridge or the
entire store. It can be, e.g., FireWall.
Make sure the Cart2Cart IPs are added to the white list.
How can I add Cart2Cart IPs to the white list?
Magento (Adobe Commerce) upgrade checklist Pre-Migration recommendations
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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.

7. 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.
Migration itself
Magento (Adobe Commerce) upgrade checklist Migration itself
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8. Stores setup step
When upgrading Magento (Adobe Commerce), you’ll be required to
provide:
Magento (Adobe Commerce) upgrade checklist Migration itself
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You can to the Cart2Cart Magento (Adobe
Commerce) test store to see how it works. But
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.
run a free Demo migration
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

9. Magento (Adobe Commerce) upgrade checklist Migration itself
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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
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;
PRODUCTS

10. Magento (Adobe Commerce) upgrade checklist Migration itself
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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, Image.
MANUFACTURERS
Tax Class (Name), Tax Rates (Country, State,
Percent), Tax Rules (Tax Class, Tax Rate).
TAXES
Name, Description, Status, Is Anchor
Image, Thumbnail Image
URL, Meta Title, Meta Description, Meta
Keywords.
PRODUCT
CATEGORIES
ID, First Name, Last Name, Email, Customer
Group, Newsletter, Gender, Date of Birth,
Passwords , Created Date
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 ).
CUSTOMERS
ID , Order Date, Order Status, Order Products
(Name, SKU, Option), Product Price, Quantity,
SubTotal Price, Discount Price, Tax Price,
ORDERS

11. Magento (Adobe Commerce) upgrade checklist Migration itself
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Created Date, Status, Rate, User Name,
Description, Summary, Product, Title, Type.
REVIEWS
Name, Description, Status, Coupon Code,
Coupon Date, Customer Groups, Uses Per
Coupon, Uses Per Customer, Type Discount,
Discount Amount.
COUPONS
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.
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.

12. The most popular migration add-ons among store owners upgrading their
Magento (Adobe Commerce) to the newest version include:
Magento (Adobe Commerce) upgrade checklist Migration itself
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1 Clear current data on the new Magento
(Adobe Commerce) store before
migration
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.
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.

13. Magento (Adobe Commerce) upgrade checklist Migration itself
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3
Create product variants based on the
combinations of attribute values
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.
2
Preserve customer/order IDs on the
Target store
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.

14. Magento (Adobe Commerce) upgrade checklist Migration itself
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6
Migrate customers’ passwords
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
5
Migrate categories and products SEO
URLs
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.
4
Create on Magento
(Adobe Commerce) store after
migration
301 redirects
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

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8
Migrate invoices, credit memos, and
shipments to the new Magento (Adobe
Commerce) store
This option allows transferring invoices,
credit memos, and shipments along with
carriers to the new Magento (Adobe
Commerce) store.
7
Migrate images from product
descriptions, category descriptions,
and blog post descriptions
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.

16. 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.
Magento (Adobe Commerce) upgrade checklist Migration itself
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17. 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.
Magento (Adobe Commerce) upgrade checklist Migration itself
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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.

18. 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
Magento (Adobe Commerce) upgrade checklist Migration itself
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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.

19. 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.
Cart2Cart Support
Team
Magento (Adobe Commerce) upgrade checklist Migration itself
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Support team

20. 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 , , 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
Magento (Adobe Commerce) upgrade checklist Migration itself
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21. 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.
Post-Migration suggestions
Magento (Adobe Commerce) upgrade checklist Post-Migration suggestions
21

22. ThisUniversalMagento(AdobeCommerce)UpgradeChecklistcoversallthe
criticalpointstokeepinmindwhenupgradingtheMagento(Adobe
Commerce)software.Ifanyadditionalquestionsariseduringthemigration
process,donothesitateto .We’llbemorethanhappytohelp.
contactus
Bottomline
Magento(AdobeCommerce)upgradechecklist Bottomline
22

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