To guarantee that you can migrate to Shopify swiftly and easily, you’ll need to obtain crucial information ahead of time. The material you request will be mostly determined by what is available in their present system.
Begin with planning the data transfer (migrate to shopify), assess your client’s current data and determine what needs to be migrated. List the sorts of data that your client’s prior platform tracked to get an idea of how many things will need to be migrated over.
This information may be available through their existing provider’s admin in some circumstances. In some circumstances, your client may need to contact their existing provider and request that the data be exported and given to them.
Your client’s data migration
Existing data, including as products, customers, gift cards, and/or orders, must be migrated when a merchant migrates to Shopify. It is vital that they establish what data is truly necessary for them to run their business. It should be noted that transferring all of this data will take more time and effort depending on how much data needs to be transferred.
The following are key precautions to take when migrating your client’s data:
- Adding Products: The first and most critical step in selling on Shopify is to add products. Tools like Shopify’s Migration Hub can help your customer migrate their products from their previous platform to Shopify. Alternatively, build a CSV file and bulk upload the merchant’s products, inventory, or customer data.
- Adding gift cards: You can manually move a merchant’s gift cards from their previous platform to Shopify or use an app like Selling Point.
- Organizing the merchant’s merchandise: After you’ve added products to your client’s store, you should think about how to organize their product catalogue. Your items can be organized in four ways: collections, tags, types, and vendors.
- Creating new product barcodes: If your client’s products do not already have a barcode, you may use one for them.
- Establishing your client’s inventory management: Shopify businesses can manage inventories more effectively by using our locations feature and apps like Stocky or Shopventory. Stocky is suitable for merchants with one store and fewer products, whereas Shopventory is suitable for merchants with many store locations and a vast product library.
- Setting up product discounts: Offering discounts is a great way to attract new customers to come back. On one platform, Shopify allows you to set discount codes for products or delivery prices. Discount codes can be generated manually or automatically.
Set your client’s preferences in the Shopify developers admin.
Following that, you must configure your client’s settings so that they may fulfil orders, levy the right tax rates, and accept payments on Shopify. This is also a good opportunity to look into additional tools that can assist your customers with combining online and in-person selling.
Configuring your client’s settings involves four major steps:
- Setting up shipping, local pickup, and delivery: Shopify provides all of its merchants with three basic product delivery methods: shipping, local delivery, and local pickup. When putting up your clients’ shipping options, our Shipping Checklist is an excellent reference.
- Adding taxes: The Shopify experts can adds taxes based on the store location you set to your device. Taxes must be calculated accurately if store locations are included in your delivery zones. Learn how to set up and modify tax rates for your customers in Shopify.
- Setting up payments on Shopify: Your client must first set up payments processing for their store before they can begin collecting payments on Shopify. Your client can accomplish this via Shopify Payments or a third-party payment service. After deciding on their in-person payment options, the client must authorise their payment methods on Shopify.
- Installing useful applications: Use the Shopify App Store to find a selection of apps that can help your client’s Shopify business.
Considerations after the launch:
- Manage your orders: Knowing how orders work in Shopify is a crucial component of running a business. Your customers may manage all of their store’s orders via the Shopify ecommerce store orders page.
- Use reports to analyse data: Analytics and reports assist merchants in understanding the operation of their store and provide insights into their customers and transactions.
Increase your sales through marketing efforts. Shopify development expertise is a valuable learning tool. It contains a multitude of videos and content to assist merchants in learning best practices, including marketing.