Be it customers, owners, or products, and everyone is stuck when transferring information on ecommerce stores. A single mistake can lead to losing data and cause great losses to the business.
Using Shopify development services, whether you are building a new store or moving towards an updated version, it becomes essential to choose the right method to ensure smooth data migration.
We will share an effective method to import and export data in Shopify.
What is the process of Shopify migration based on the platform?
WooCommerce
Reach the admin page
Click on Tools > Export > All Content
Then click on Download Export File
Etsy
Product
Click on Settings
Redirect to Options > Download Data > Currently for sale listings
Then Download CSV
Customer
Reach the dashboard
Click on Settings
Redirect to Options > Download Data > Orders > [Month/Year]
Then Download CSV
Order
Reach the dashboard
Click on Shop Manager and then Settings
Redirect to Options > Download Data > Orders Items > [Month/Year]
Then Download CSV
BigCommerce
Products:
Click on Products > Export
Then choose Export Template and File Format
Redirect to Default > Continue > Export my product to a CSV file
Product Details:
Reach Export Template and File Format Options
Click on Bulk Edit > Continue > Export my product to a CSV file
Order Information:
Click on Orders
Redirect to Export > Export Template and File Format Options
Default > Continue > Export my orders to a CSV file
Customer Data:
Click on Customers
Redirect to Export > Export Template and File Format Options
Default > Continue > Export my customers to a CSV file
Squarespace
Products:
Reach the home menu
Commerce > Inventory > Export as CSV
Orders:
Redirect to the home menu
Redirect to Commerce > Orders > Export as CSV
How to import data into the Shopify store?
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There are multiple methods to import data in Shopify, and there is no single interface. Let us look at the process:
1. Configure the administrative settings
Review the store migration considerations to ensure that everything is streamlined
Follow the initial setup to make sure that the store details and settings are updated
Be aware of the process of managing the account and getting access to the billing data
Maintain staff accounts for your members with their credentials to secure all the information.
2. Import Store Information and Data into Shopify
It takes time to migrate data, which allows you to evaluate the current information and shortlist things you need to migrate. Once you are thorough with the knowledge, there are a few choices to migrate the data:
Copy and paste the content from the old website
Build an app that utilizes the Admin API
Use migration apps from the Shopify App store
Migrate data using CSV files
Your choice depends on the developer resources and the amount of information you need to migrate. Here is the list of different types of data and the migration option:
Products
CSV file
Shopify App Store
Product API
Product Reviews
Shopify Product reviews app
Shopify App Store
Customers
CSV file
Shopify App Store
Customer API
Historical Orders
Transaction API
Order API
Shopify App Store
Store Credits, Gift Cards, and Certificates
Shopify App Store
GiftCard API
Pages
Shopify App Store
Page API
Blogs
Blog Article API
Shopify App Store
Blog API
There are different priorities for the data that you plan to import. This might be products, orders, or customers.
3. Organize the data after migration
If you use a migration app to import the products into the Shopify store, it is important to review that all the information is correctly imported. Some methods you can use are:
Check the product details like description, images, meta descriptions, and variants
Make a collection to organize the products into different categories. This will also provide ease of access to the customers. Shopify allows adding a drop-down menu to your storefront.
Keep a record of the product inventory and transfers for better stock management.
4. Set the website’s look and feel
When you redirect to the Shopify themes page, it has a default theme that can be customized per your requirements, for which you might want to hire a Shopify developer. There are a few options to add themes as an admin:
Adding a free theme from the admin section
Redirect to Shopify Admin > Online Store > Themes
From the free themes section, click on Explore Free themes
Click on any theme from the window, know its features and preview the styles
Click on Add button to choose it
Get a paid theme from the Shopify theme store
Redirect to the Shopify theme store and select the best one for your business.
Click on Buy Theme for the one you are sure as the money is non-refundable
Click on Approve Charge for payment, and your theme will be added to the Themes page of the admin
Trial of paid themes
Some business owners want to get the experience of the theme before investing. Shopify gives freedom to try paid themes to ensure that their products and services are perfect before completing any payments. The process for this is as follows:
Visit the Shopify theme store and select a paid theme
Click on Try Theme, and a preview will load on your online platform
You can either close the preview, buy the theme, or customize the theme from here
Set the Domain
You can buy a new domain or transfer the domain into the existing store. Let us share with you both the processes:
1. Getting a new domain
Purchase the domain through Shopify
Set the Shopify domain as Primary, as this becomes the domain that customers view in the browser, social media, and search results
Decide the email forwarding to allow the customers to connect with you easily
Share test emails to ensure the right working procedures
2. Migrate the existing domain
Connect the domain to the Shopify store
Meet the requirements for domain transfer
Click on Settings > Domains
Click on Connect Existing domain > Transfer it to Shopify
Enter the domain you want to migrate
Click on Next > Verify Domain
Enter the authorization code in the Verification code
Click on Next and ensure the domain is renewed automatically
Select Buy and Transfer
Decide the Shipping process
Setting the Shipping methods and prices before launching your store is crucial. The procedure to arrange the shipping is as follows:
Insert the Shipping Address to get accurate rates depending on the location
Build shipping zones to provide shipping prices according to the countries, states, and regions
Deal with the shipment dimensions like height, depth, and weight of the packages
Define a shipping strategy that works for the business and meets your expectations
Integrate Payment Provider
Choose the payment provider that is available in Shopify or third-party
Enable the payment provider from the Shopify Admin
Choose the method used to capture and authorize payments for the customers
How to export data from the Shopify store?
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The simple steps to follow for exporting products are:
Redirect to Shopify Admin > Products
Click on Export
Select the products you plan to export
Choose the type of CSV file:
1. Use Excel if you want to have a spreadsheet program and edit the products through a CSV file
2. Plain CSV if you will be using the plain-text editor
Click on Export Products
The simple steps to follow for exporting customers are:
From the Shopify Admin, go to Customer
Apply the necessary filters before exporting
Select the export options:
1. Current Page
2. All Customers
3.Selected Customers
4.Current Search
Click on Export Customers to download the customer CSV
What are the benefits of migration in Shopify?
Great Reliability: The platform provides great maintenance and features to run an online store smoothly.
Cost-Effective: It provides everything for a beginner to an expert developer. With massive data migration support, it reduces the stress of developers.
Transparent Process: Shopify’s import and export process is well-defined to ensure everything is structured and hassle-free.
Secure: Every action you take on the store requires the right permissions and multiple confirmations to ensure your data is safe.
Scalable: With an effortless migration process, business owners can scale their business and target a wider audience for their store.
The End Note!
We understand the complications and stress behind the migration of data in Shopify. There are multiple methods, and not an ideal one. It would help if you chose as per your data and store requirements. So, now you might have a clear picture of when you will import and export data from your ecommerce store.
Connecting with experienced Shopify development servicesis better as you understand the importance of every action during migration. We have our experts to make this process effective and simple. Amplify your store with the best feature and improve its performance by updating it constantly.