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Migration guide

The Ecommerce Replatforming Checklist

Replatforming an online store is a project, not a button you press. The platforms involved matter less than most people assume — what actually determines whether a migration goes smoothly is whether you did the boring parts in order: audited what you have, mapped it deliberately, planned your redirects, tested on staging, and watched the store closely after cutover. This checklist walks through that sequence so you can run it regardless of which platform you're leaving or joining.

1. Start with a discovery and audit, not a tool comparison

Before comparing target platforms, audit what you actually have on the current one: how many products and variants, how many customer accounts and how much order history, which custom fields are in active use versus abandoned leftovers, which apps or integrations the storefront depends on, and which URLs currently get meaningful traffic. This audit is what turns "we're migrating" into a scoped project with a real list of what has to move.

Be honest about data quality at this stage. If your catalog has known duplicates, orphaned categories, or inconsistent attributes, write that down now — cleaning it up later is cheaper before the move than after, and skipping the audit is how teams discover these problems mid-migration instead.

2. Map your data model before you map a single field

Every platform structures products, variants, categories, and customer data slightly differently. Before moving any data, build an explicit mapping: which source field goes to which target field, which source concepts (a custom attribute, a tag, a bundle type) don't have a direct target equivalent and need a decision, and which fields are safe to drop entirely because nothing depends on them anymore.

Document this mapping somewhere durable — a spreadsheet or shared doc, not someone's memory. It becomes the reference everyone checks against during QA, and it's the first thing you'll want when something looks wrong after launch.

3. Plan your redirects and URL structure early

URL structure is one of the most common places a migration quietly damages SEO and breaks bookmarks. Get a full list of your current URLs — product pages, category pages, blog or content pages, and any custom landing pages — and decide the new URL for each one before you launch anything. Pages with no clean new-platform equivalent need an explicit decision (usually a redirect to the closest matching category or hub page), not a silent 404.

This planning happens well before cutover, ideally in parallel with the data mapping work, since the two are related: how you map categories and products often determines what the new URLs look like. See the dedicated redirect-mapping guide linked below for the full process.

4. Build a staging environment and run real QA

Never treat a first import as the final import. Load your mapped data onto a staging or test instance of the target platform and actually use the store: browse categories, view product pages, check variant selection and pricing, test the cart and checkout flow, and confirm customer accounts and order history display correctly. Involve someone outside the migration team — a fresh set of eyes catches things the people who built the mapping stop noticing.

Treat this stage as iterative. It's normal to find mapping issues on the first pass; the goal is to catch and fix them here, on staging, where a mistake costs a re-import, not a stretch of live downtime or a customer-facing error.

5. Plan the cutover window like an operation, not a switch flip

Decide, in writing, what happens during the cutover: how new orders on the old platform are handled if the migration takes time (a temporary order freeze, a maintenance page, or continued operation until a defined final sync), who does the final data sync, who verifies DNS and SSL on the new platform, and who has the authority to roll back or pause if something looks wrong.

Give the team a shared checklist for the day itself, not just a plan in someone's head. A rushed or ambiguous cutover is where otherwise well-prepared migrations lose data — a handful of orders placed in the gap between the final sync and going live, for instance — so plan explicitly for that gap rather than hoping it doesn't matter.

6. Monitor after launch — the migration isn't done at go-live

The days and weeks after cutover are when problems that staging didn't catch tend to surface: a payment gateway misconfigured for live traffic, a tax or shipping rule that behaved differently under real orders, redirects that work for the pages you tested but not for edge cases, or a tracking pixel that silently stopped firing. Set a deliberate monitoring routine rather than assuming silence means success.

Our post-launch QA checklist (linked below) covers this phase in detail — checkout and payment verification, redirect spot-checks, analytics continuity, and search console monitoring — since it deserves its own dedicated process, not a rushed afterthought once the team's attention has already moved on.

Frequently asked questions

How long does a replatforming project take?

It depends heavily on catalog size, data complexity, and how many custom integrations are involved. A small, clean catalog typically moves faster than one with tens of thousands of SKUs, years of accumulated custom fields, and multiple connected apps. Get a realistic estimate after an audit of your specific store rather than trusting a generic timeline.

Should we migrate everything at once, or in phases?

Both approaches work depending on the store. A single cutover is simpler to reason about and avoids running two platforms in parallel, but it concentrates risk into one window. A phased approach (for example, moving content and design first, then catalog, then transactional data) spreads risk but requires more careful coordination of what's "live" where at each stage. The right choice depends on your catalog size, your tolerance for a maintenance window, and how tightly your systems are integrated.

What's the most common cause of migration problems?

Skipping or rushing the audit and mapping stages. Teams that jump straight into moving data without first understanding what they actually have — duplicate products, undocumented custom fields, URLs nobody accounted for — tend to discover those problems live, after cutover, instead of on staging where they're cheap to fix.

Do we need to freeze the old store during migration?

Not necessarily for the whole project, but you do need a clear plan for the final cutover window — typically a short freeze or a defined final sync point — so no orders or customer changes get lost between the last data pull and the new store going live. How long that window needs to be depends on your order volume and how the final sync is handled.

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