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Checklist for migrating your online store to Shopify

If you want to migrate your existing ecommerce business to Shopify, then use this checklist to help guide you through the process. You might find it helpful to print this checklist or to download it as a PDF so that you can refer to it throughout the setup process.

Before you start

Before you migrate your business, make sure that you consider the following choices.

  • Find local experts to get advice on taxes and laws for your business

  • Choose which sales channels you want to use 

  • If you're interseted in selling in person, then learn about Shopify's point of sale hardware

  • Think about which pricing plan you need

  • Download the Shopify Store Inporter app to migrate your products, cutomer lists, and orders. 

Migrate your business to Shopify

Migrate your store to Shopify before you start configuring your store settings.

  • Refer to our detailed guide about migrating your store for eleven important steps all merchants should consider when migrating their ecommerce business

  • Verify that your store assets are always accessible removing specific protocols such as http: and https: from their urls

  • Create a URL redirects if necessary so that your current customers can find your new store

  • Migrate your blog posts and articles

  • Use Shopify Import to import products, customers, and inventory as CSV files

Set up your online store

Before you stock your Shopify store with products, you need to enter some information about yourself and your store. You need to decide on some basic standards for your product listings and customer transactions. Also, you need to set up your domain to make sure that your customers can find your store online.

Organize your online store

Your store's appearance and the kinds of products that you sell are two of the most important parts of your online store. Try a few different themes to see which one looks best, and then add some products to sell. Depending on how many products you plan to offer, adding and organizing your product listings can be the most time-consuming step of setting up a Shopify store. Be sure to give yourself plenty of time to add your products, to organize them into groups, and to set the necessary tax and shipping information.

Test your online store

Before you launch your online store, place some test orders to see how the checkout process works.

  • Test successful and failed transactions

  • Test refunding and canceling orders

  • Test fullfuilling and partially fufilling orders

  • Test archiving successful orders

  • Learn about Shopify's fraud analysis settings

Open your online store

After you've picked a plan and tested your online store, you're ready for people to see it. You can remove your online store password, and add a chat widget to make it easy for online store visitors to ask questions.

Add other online sales channels

After you launch your online store, your business might benefit from adding some other online channels to your Shopify store. There are several online channels that you can add to your Shopify admin when selling online.

Note

Each sales channel has eligibility requirements based on your region, your product types, and sometimes on your store's Shopify subscription plan. For more details, refer to your plan's features.

  • Sell with Buy Buttons

  • Sell on Facebook and Instagram with the Facebook sales channel

Promote your online store

After you launch your online store, you need to promote it. You can improve your store's visibility by adding the information that will be used by search engines and by promoting your store in all of the appropriate spaces.

  • Define your home page metadata

  • Promote your store

  • Create a marketing plan

  • Set up Shopify Email and send your first email marketing campaign

  • Improve your store's SEO

  • Use discount codes and sales

  • Customize your abandoned cart emails

  • Read and respond to message in Shopify Inbox

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