Over 2 million merchants use Shopify, and it powers over 10% of total U.S. ecommerce. Also, Magento to Shopify B2B migration is becoming a popular choice for businesses seeking a smoother, more scalable platform.
Shopify offers a clean interface, fast speed, and powerful B2B tools. This Magento to Shopify migration guide explains each step in short, simple terms. From Magento to Shopify product migration to customer and order data transfer, we’ve covered it all.
Let’s walk you through this guide!
Key Considerations When Migrating From Magento to Shopify
If you are migrating your store from Magento to Shopify, Here are some considerations to keep in mind:
1. Establish Payment Gateways
You know how important it is for this technology to keep users’ financial information safe while sending it to the transfer-processing end of the transaction.
With this encrypted link, sensitive data is sent in real time, and customers can easily make payments.
You should think about possible transaction fees and how well each option fits with your target market when you compare them.
After the migration, you’ll have to set up payment methods, shipping rules, and cart rules by hand in either case.
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2. Let Your Customers Know
Being honest about your brand is an important part of your marketing plan because it helps you build a relationship with your customers and connect with them on a personal level.
80% of customers think that the way a business treats them is just as important as the things they sell.
Being honest with users about your goals can help your reputation and sense of right and wrong.
For example, you could say why you’re switching, when you plan to finish, and what users will need to do in the future.
3. Tests Should Be Run On A Development Environment
Any changes or updates should be tested before they go live. Most of the time, you can handle as many test sales as you want, make your own product listings, and give people their own domains.
You can preview and try store changes in this built-in staging area without having to worry about major problems.
4. Using Data Import Apps Can Speed Up The Process
Shopify allows loading certain types of data through its Admin page, but not all. Hand-copying and writing data is time-consuming and not common for businesses.
To migrate data, third-party apps like LitExtension are needed, which can migrate from Magento to Shopify and other shops. These apps cost money and can make data moving and mapping easier.
Ensure your data is error-free to avoid errors when adding files. When loading data, use URLs for images, as Shopify will import them for you.
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5. Look Over The Files You Imported
If you look over the downloaded files, you can find any mistakes or missing information before you launch your website.
You can make the needed changes without affecting the live store.
Here are some of the most usual problems:
Missing customers
Groups that were imported failed
Imports of unpublished goods that work well
Record tags that didn’t work
6. Make Mobile Optimization A Priority
It’s negligible not to put mobile optimization at the earliest, where everyone is always online and most people have become bound to their phones.
Focus on making an interface that is easy for people to use by using readable fonts, simple navigation, and few design features.
Remember that people will be watching your website on a smaller screen, so don’t make the layout too busy.
This can also slow down a site because designs with lots of small parts may take longer to load.
Magento To Shopify B2B Migration Guide
Migrating your online store from Magento to Shopify can help your B2B business grow faster. Shopify is easier to manage and offers strong tools for B2B features like bulk pricing, custom catalogs, and fast checkouts.
Here’s a Magento to Shopify migration guide:
Step 1: Review And Plan Your Migration
Before you move, take a look at your Magento store. Decide what data to move, products, customers, orders, reviews, and CMS pages. You’ll also need to list any third-party apps, payment gateways, and ERP systems you use.
Back up everything. Use Magento’s backup feature or export your data manually. This is critical for a smooth Magento to Shopify B2B migration.
Step 2: Set Up Your Shopify Store
Start by creating your Shopify account. For B2B features like custom pricing and payment terms, go with Shopify Plus. Choose a theme that matches your brand. Shopify’s themes are mobile-friendly and easy to edit.
Next, add your business details and set up shipping zones, taxes, and payment methods. Shopify supports many gateways like Stripe, Razorpay, and PayPal.
Step 3: Magento To Shopify Product Migration
Export all product data from Magento. Go to System > Data Transfer > Export and choose Products. Include SKUs, names, prices, images, and inventory status.
Shopify needs a specific CSV format. Key fields include Title, Handle, Product Type, and Tags. Upload the file through Shopify Admin > Products > Import.
Step 4: Magento To Shopify Customer Data Migration
Go back to Magento and export your customers. Make sure to include their names, email addresses, phone numbers, and shipping info.
Now go to Shopify Admin > Customers > Import Customers. Upload your formatted CSV. Shopify automatically maps most fields. If you used customer groups in Magento, tag them in Shopify for similar grouping. This is a key part of the Magento to Shopify customer data migration process.
Step 5: Magento To Shopify Order Migration
Shopify doesn’t allow order imports via CSV directly. But tools like Matrixify or LitExtension can help. These apps move past orders, order statuses, and payment history.
With these tools, you can fully handle Magento to Shopify order migration. They keep order records intact and help with customer service and analytics after the move.
Step 6: Test, Launch, And Monitor
After importing your data, test everything. Check product pages, cart flow, checkout, shipping, and payment settings.
Put in some test orders to make sure the email alerts work. Finally, point your domain to Shopify and go live. Use Shopify Analytics and Google Analytics to monitor traffic and sales.
Final Thoughts
Magento to Shopify B2B migration can give your store better speed, security, and user experience. This Magento to Shopify migration guide covered all the main steps—from product and customer migration to order history and full replatforming. With the right tools and testing, your new store will be ready for success.
Planning your Magento to Shopify replatforming? Let CartCoders handle your entire Magento to Shopify data migration. From product listings to customer records and past orders, we do it all.
As the CTO at Shiv Technolabs & CartCoders, I am liable for instigating, planning, integrating, and implementing the organization's strategic orientation.
I gather the most significant tech news in addition to sharing the information I gained while serving as the CTO of Shiv Technolabs, a renowned web and mobile app development company. I am pleased to answer questions as a most valuable expert for Shiv Technolabs Private Limited and to share my experience. I offer a keen insider's perspective on technical advancements.
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