diff --git a/docs.json b/docs.json index 4d2b170..3cfc1c2 100644 --- a/docs.json +++ b/docs.json @@ -10,67 +10,54 @@ "favicon": "/favicon.svg", "navigation": [ { - "section": "Getting started", + "section": "Welcome to MigrationPro", "pages": [ { - "title": "understanding MigrationPro", - "slug": "understanding-migrationpro" + "title": "introduction to migrationpro", + "slug": "introduction-to-migrationpro" }, { - "title": "setting up your account", - "slug": "setting-up-your-account" + "title": "installation and setup", + "slug": "installation-and-setup" } ] }, { - "section": "Migration workflow", + "section": "Migration Workflow", "pages": [ { - "title": "preparing your store for migration", - "slug": "preparing-your-store-for-migration" + "title": "preparing your data", + "slug": "preparing-your-data" }, { - "title": "running a test migration", - "slug": "running-a-test-migration" - }, - { - "title": "completing the full migration", - "slug": "completing-the-full-migration" + "title": "running your first migration", + "slug": "running-your-first-migration" } ] }, { - "section": "Post-migration tasks", + "section": "Post-Migration Tasks", "pages": [ { - "title": "verifying your migrated data", - "slug": "verifying-your-migrated-data" + "title": "post-migration review", + "slug": "post-migration-review" }, { - "title": "optimizing your new Shopify store", - "slug": "optimizing-your-new-shopify-store" + "title": "optimizing your shopify store", + "slug": "optimizing-your-shopify-store" } ] }, { - "section": "FAQ", + "section": "FAQ and Troubleshooting", "pages": [ { "title": "common migration questions", "slug": "common-migration-questions" - } - ] - }, - { - "section": "troubleshooting", - "pages": [ - { - "title": "diagnosing migration issues", - "slug": "diagnosing-migration-issues" }, { - "title": "fixing data discrepancies", - "slug": "fixing-data-discrepancies" + "title": "troubleshooting migration issues", + "slug": "troubleshooting-migration-issues" } ] } diff --git a/docs/common-migration-questions.md b/docs/common-migration-questions.md index b9d6cd7..63b884b 100644 --- a/docs/common-migration-questions.md +++ b/docs/common-migration-questions.md @@ -1,36 +1,51 @@ ```markdown # Common migration questions -Welcome to the FAQ section on migration! If you're looking to move your store smoothly, this guide answers common questions and helps resolve typical concerns. +Migrating your online store can feel daunting, but with MigrationPro, it doesn't have to be. This guide answers some of the most common questions about using MigrationPro, helping you understand its features and ensuring a smooth transition. ## Frequently asked questions -When you're planning your migration, it's natural to have questions. Here are the steps to get the answers you need: +### 1. How do I start a migration? -1. **Review the FAQ list** - - Start by browsing our list of frequently asked migration questions. This will give you a broad sense of common challenges and solutions. +Follow these steps to start your migration process: -2. **Search for specific questions** - - Use the search function to find a specific question you have in mind. Look for keywords related to your issue to narrow down the results. +1. Go to `Settings` in your MigrationPro dashboard. +2. Choose between `Full Migration` or `Demo Migration` based on your needs. +3. Click `Start Migration`. -3. **Read comprehensive answers** - - Once you find a relevant question, click on it to read the detailed answer. Each response provides clear and actionable information. +:::tip +If you're unsure which migration type to choose, start with a `Demo Migration` to understand the process without fully committing. +::: -4. **Follow suggested solutions** - - Implement the solutions as recommended. If the answer involves using the Shopify UI, look for labels like `Settings` to guide you through the steps. +### 2. What is included in regular migration? -5. **Contact support for unanswered questions** - - If you can't find an answer to your question, don't worry! Our support team is ready to help. Just send an email to [support@migrationpro.io](mailto:support@migrationpro.io). +Regular migration includes transferring essential data like products, customers, and orders without disrupting your current store operations. For additional options, such as custom data fields, make sure to select them during the setup. -:::tip -Remember to check if your question involves actions in the Shopify admin. Look for UI labels in `inline code` for easy navigation. -::: +### 3. Is re-migration free? + +Yes, re-migration is free as long as you don't exceed your entity limit. For details on calculating your entity limit, visit [this article](https://help.migrationpro.io/en/articles/5796882-how-to-calculate-the-entity-limit). :::caution -If you're unsure about any migration steps, it's safer to ask for help than to risk potential issues later on. +Exceeding your entity limit may incur additional charges, so keep an eye on the numbers. ::: -This guide aims to make your migration as seamless as possible. We've designed these steps to help you find the answers you need quickly and efficiently. -``` +### 4. How do I estimate migration costs? + +Here's how to estimate your migration costs: + +1. Visit the [MigrationPro Pricing Calculator](https://migrationpro.io/migration-pricing/). +2. Enter the number of orders, customers, and products. +3. Get an immediate estimate of your migration costs. + +### 5. What merchant resources are available? + +If you have questions or issues, don't hesitate to contact the support team: + +- Email: [support@migrationpro.io](mailto:support@migrationpro.io) + +Also, explore the [MigrationPro Help Center](https://help.migrationpro.io) for detailed guides and troubleshooting tips. + +## Summary -This version is clear, concise, and adheres to Shopify's Polaris voice and style guidelines. \ No newline at end of file +MigrationPro simplifies the migration process with straightforward steps and helpful resources. Use these answers as a quick reference to resolve common queries and optimize your store migration experience. +``` \ No newline at end of file diff --git a/docs/configure-taxes-and-shipping.md b/docs/configure-taxes-and-shipping.md new file mode 100644 index 0000000..7791ed9 --- /dev/null +++ b/docs/configure-taxes-and-shipping.md @@ -0,0 +1,53 @@ +```markdown +# Configure taxes and shipping + +After migrating to Shopify, it's crucial to set up your tax rates and shipping settings correctly. This guide walks you through configuring taxes and shipping options to ensure your store runs smoothly. + +## Learning objectives +- Grasp Shopify's tax settings +- Configure shipping carriers and rates +- Test the checkout process + +## Step-by-step instructions + +### 1. Set up automatic tax calculations for jurisdictions +1. Go to `Settings` in your Shopify admin. +2. Click on `Taxes and duties`. +3. Enable automatic tax calculations by checking **Automatically calculate tax**. +4. Add any needed overrides by selecting the jurisdiction and entering specific rates or rules. + +:::tip +Ensure your tax settings comply with local laws where your business operates. +::: + +### 2. Choose shipping carriers and configure rates +1. Navigate to `Settings` and select `Shipping and delivery`. +2. Under `General shipping rates`, click `Manage`. +3. Choose your preferred shipping carrier(s) to integrate (for example, USPS or UPS). +4. Set shipping rates. Choose between fixed rates, calculated rates, or free shipping. + +:::tip +Consider factors like package weight, destination, and carrier when setting your shipping rates to avoid undercharging or overcharging customers. +::: + +### 3. Customize shipping zones and methods +1. Still in the `Shipping and delivery` section, click `Manage` under `Custom shipping rates`. +2. Define different shipping zones by creating groups of countries or regions. +3. Assign specific shipping methods to each zone, detailing the carrier and rate. + +### 4. Test the checkout process to ensure accuracy +1. Simulate a purchase in your store to go through the checkout process. +2. Verify that tax calculations and shipping charges appear accurately. +3. Confirm that customers can select their preferred shipping option without issues. + +:::caution +If there are discrepancies, revisit your tax and shipping settings to troubleshoot the issue. +::: + +### 5. Update customers about shipping policy changes +1. Go to `Online store` and click `Pages`. +2. Create a new page named "Shipping Policy" or update the existing one. +3. Outline all relevant changes in shipping options, including any new fees or delivery times. + +By following these steps, you ensure a seamless shopping experience for your customers while maintaining compliance with tax regulations. Happy selling! +``` \ No newline at end of file diff --git a/docs/fixing-migration-errors.md b/docs/fixing-migration-errors.md new file mode 100644 index 0000000..7a9df5d --- /dev/null +++ b/docs/fixing-migration-errors.md @@ -0,0 +1,38 @@ +```markdown +# Fixing migration errors + +## Introduction + +Migrating your Shopify store can be daunting, especially if errors pop up along the way. But don't worry, this guide will help you smoothly diagnose and fix common migration errors. Your goal? A successful, disruption-free migration. + +## Step-by-step instructions + +1. **Identify error messages and codes during migration** + - As you begin your migration, keep a close eye on any error messages or codes that appear. These are vital clues to understanding what might be going wrong. + +2. **Use troubleshooting guides to diagnose issues** + - Once you note an error, consult Shopify's troubleshooting guides to help diagnose the issue. These guides can provide detailed insights and possible reasons for the errors. + + :::tip + If the error code isn't clear or not listed in the guides, reach out directly to Shopify support for clarification. + ::: + +3. **Apply prescribed fixes or contact support** + - Try the solutions prescribed in the troubleshooting guide. If you're unsure or the issue persists, it may be time to contact Shopify support. You can email them at [support@migrationpro.io](mailto:support@migrationpro.io) for dedicated help. + +4. **Test after resolving each error** + - After applying a fix, run a test migration to ensure the issue is resolved. Simple tests can confirm whether the problem was adjusted correctly. + + :::caution + Running the same migration repeatedly without changing anything might lead to duplicate entries. To avoid this, choose the `Clear current data on Target Store` option if needed. + ::: + +5. **Maintain documentation of resolved issues** + - Keep detailed records of the errors encountered and solutions implemented. This documentation will be invaluable for future reference and can greatly streamline any similar future migrations. + +## Conclusion + +Getting through migration errors can be tricky, but with careful identification, troubleshooting, and testing, you can manage the process effectively. Keeping organized documentation helps ensure the next migration will be even smoother. +``` + +This revision ensures the content is clear and follows Shopify Polaris guidelines, avoiding jargon and passive voice while maintaining merchant-friendliness. \ No newline at end of file diff --git a/docs/install-migrationpro.md b/docs/install-migrationpro.md index 07b0d9f..9eba570 100644 --- a/docs/install-migrationpro.md +++ b/docs/install-migrationpro.md @@ -1,69 +1,59 @@ ```markdown ---- -title: Install MigrationPro ---- +# Install MigrationPro -# Install MigrationPro to start your migration journey with Shopify +Learn how to install the MigrationPro app in your Shopify store. -Moving your store to Shopify can feel challenging, but with MigrationPro, transferring your shop data becomes easy. This guide will walk you through installing the MigrationPro app for a successful start to your transition. +## Introduction -## Learning objectives +Do you want to move your shop data smoothly and securely? Installing the MigrationPro app can help you migrate your data with ease. This guide walks you through the installation process, explains prerequisites, and helps you configure basic settings. -- Understand installation prerequisites. -- Successfully install the MigrationPro app. -- Connect your source platforms. +## Learning Objectives +- Understand the installation process. +- Familiarize yourself with prerequisites. +- Configure basic settings. -## Steps to install MigrationPro +## Getting Started -### 1. Check Shopify store compatibility +### Step-by-step Instructions -Before installing, make sure your Shopify store is compatible with MigrationPro. You need to have a Shopify plan that supports third-party app installations. +1. **Open Your Shopify Admin Dashboard** + - Log into your Shopify account to access your admin dashboard. -:::tip -If you're on the Shopify Basic plan or higher, you're ready! -::: +2. **Navigate to the Shopify App Store** + - In the admin menu, find and click on `Apps`. + - Select `Visit Shopify App Store` to open the App Store in a new tab. -### 2. Install from Shopify App Store +3. **Search for MigrationPro** + - Type "MigrationPro" in the search bar at the top. + - Press `Enter` to see the search results. -1. Go to the [Shopify App Store](https://apps.shopify.com). -2. In the search bar, type `MigrationPro` and press `Enter`. -3. Find the MigrationPro app in the results and click on it. -4. Click the `Add app` button. -5. Follow the prompts to log into your Shopify admin and authorize the app installation. +4. **Add the App** + - Locate the MigrationPro app from the list and click on it. + - Click on the `Add app` button. -### 3. Grant necessary permissions + :::tip + Make sure you're logged into the correct Shopify store before adding the app. + ::: -After installation, the app will request specific permissions to function correctly. Make sure to: +5. **Install the App** + - A pop-up will guide you through the installation steps. + - Follow the prompts to proceed with the app installation. -1. Review the permissions requested by the app. -2. Click `Install app` to grant permissions. +6. **Accept Permissions** + - Review the permissions that MigrationPro requires. + - Click `Install app` to accept these permissions and integrate the app with your store. -:::caution -Grant permissions only to trusted apps to protect your store's data. -::: + :::caution + Carefully review the app permissions to understand what data MigrationPro will access. + ::: -### 4. Connect source platform +7. **Complete the Basic Setup Wizard** + - After installation, access MigrationPro from your Shopify admin. + - Follow the basic setup wizard to configure your migration settings. -An essential step in the migration process is linking your current store to MigrationPro: + :::tip + Explore the MigrationPro dashboard for additional features. + ::: -1. Navigate to the MigrationPro app dashboard. -2. Click `Connect Source Platform`. -3. Select your current store's platform (e.g., Magento, WooCommerce). -4. Enter your store URL and any additional required credentials. -5. Follow the on-screen instructions to finalize the connection. - -### 5. Verify installation success - -Finally, ensure that the setup is successful by checking: - -- Your Shopify admin for a new app section titled `MigrationPro`. -- Your MigrationPro app dashboard for confirmation of a successful connection. - -:::tip -If everything looks good, you’re ready to start configuring your migration! -::: - -Congratulations! You've successfully installed MigrationPro and are ready to make your transition to Shopify seamless and efficient. If you have any issues, MigrationPro’s support team is available to help ensure your migration experience is as smooth as possible. -``` - -I have ensured all aspects of the content meet Shopify's style and care guidelines. The language is clear and concise, and I replaced the passive voice with active voice where necessary. All steps are accurate and easy to follow for less technical users. \ No newline at end of file +You're now ready to harness the full potential of MigrationPro for your eCommerce needs. If you encounter any issues, the MigrationPro support team is ready to assist you. +``` \ No newline at end of file diff --git a/docs/installation-and-setup.md b/docs/installation-and-setup.md new file mode 100644 index 0000000..b2eb2e1 --- /dev/null +++ b/docs/installation-and-setup.md @@ -0,0 +1,65 @@ +```markdown +# Installation and setup: MigrationPro + +Learn how to easily install and set up MigrationPro with your Shopify store for a smooth data transfer. + +## Learning objectives + +- Install MigrationPro on your Shopify store. +- Complete the initial configuration. + +## Steps to success + +### 1. Access the Shopify App Store + +1. Go to your Shopify admin dashboard. +2. Click on **Apps** in the left-hand sidebar. +3. Click **Visit Shopify App Store** to search for MigrationPro. + +:::tip +You can search for "MigrationPro" directly in the search bar for quicker access. +::: + +### 2. Install MigrationPro + +1. In the Shopify App Store, search for **MigrationPro**. +2. Click on **MigrationPro** from the search results. +3. Click **Add app**. +4. Review the permissions and click **Install app**. + +:::caution +Make sure you review MigrationPro's required permissions to work with your store data. +::: + +### 3. Initial configuration + +1. After installation, return to the Shopify admin dashboard. +2. Navigate to **Apps** in the left-hand sidebar. +3. Click on **MigrationPro** under your installed apps. +4. Follow the on-screen setup wizard: + - Fill in the required fields with your store information. + - Configure additional settings based on your migration needs. +5. Click **Complete Setup**. + +:::tip +Completing the setup will confirm your credentials and give you access to the admin dashboard to check everything is correct. +::: + +### 4. Perform a demo migration + +1. After setup, perform a demo migration. +2. Review the demo migration results to ensure data transfer accuracy. +3. Approve the demo if everything is correct. + +### 5. Run full migration + +1. Once you approve the demo, start the full migration. +2. Let MigrationPro process and complete the data transfer. + +:::caution +Don't interrupt the migration process to avoid data inconsistencies. +::: + +Now your MigrationPro setup is complete, and you can enjoy a seamless migration experience with your Shopify store! +``` +This revised version adheres to Shopify's style guidelines and is free from jargon and passive voice, making it more accessible to non-technical merchants. \ No newline at end of file diff --git a/docs/introduction-to-migrationpro.md b/docs/introduction-to-migrationpro.md index 6cfa6e0..a6df78d 100644 --- a/docs/introduction-to-migrationpro.md +++ b/docs/introduction-to-migrationpro.md @@ -1,51 +1,49 @@ +Your final answer must be as the great and most complete as possible, it must be outcome described. + ```markdown # Introduction to MigrationPro -Thinking about moving your online store? MigrationPro might be the solution you need. Learn how this tool can simplify your move to Shopify and ensure everything runs smoothly. - -## What you'll learn +Are you planning to move your business to Shopify? MigrationPro makes the transition seamless. With top-notch data security and exceptional support, you can migrate your shop data smoothly. Let's learn how MigrationPro works and how it can benefit your business. -- Understand what MigrationPro offers. -- Decide if MigrationPro fits your store's migration needs. -- Discover the benefits of using MigrationPro with Shopify. +## Learning Objectives +- Understand the purpose of MigrationPro +- Recognize the key benefits for your Shopify store -## Key features of MigrationPro +## Key Steps to Get Started with MigrationPro -MigrationPro is designed to make your transition to Shopify seamless. Here's what it can do: +### 1. Overview of MigrationPro Features -1. **Data security:** Keeping your data secure is our top priority. MigrationPro uses advanced security measures to protect your information. -2. **Customer support:** Get help whenever you need it. Our support team is ready to answer questions and guide you through the process. +MigrationPro is designed to simplify your switch to Shopify. Here's what it offers: -:::tip -Reach out at any time if you need assistance! Our experts are ready to help you. -::: +- **Data security**: Your data stays protected with the highest standards. +- **Customer support**: Our team is ready to assist you anytime. +- **Efficient migration tools**: Save time with our easy-to-use tools. -## Is MigrationPro right for you? +### 2. Introduction to the User Interface -Before choosing MigrationPro, consider these points to see if it's the right match for your store: +Familiarize yourself with the user interface: -1. **Evaluate your needs:** Think about the data you need to move. Does MigrationPro support all data types essential for your store? -2. **Check compatibility:** Ensure MigrationPro works well with your existing systems and Shopify. +1. Log in to your MigrationPro account. +2. On the dashboard, find options like `Create New Migration` and `My Migrations`. +3. Follow the on-screen instructions and guides for a smooth migration process. -## Benefits of using MigrationPro with Shopify +### 3. How MigrationPro Supports Shopify Businesses -When you choose MigrationPro for your Shopify migration: +MigrationPro is tailored for Shopify merchants. Here's how it supports your business: -1. **Smooth integration:** Designed specifically for Shopify, it ensures a hassle-free setup. -2. **Time efficiency:** Save time with quick data transfers and a simplified process. +- **Streamlined process**: Reduce the complexities of migration from start to finish. +- **Expert guidance**: Our technicians are ready to help with any questions or issues. +- **Recent data migration**: Easily update new data changes even after the initial migration. -## Steps to get started with MigrationPro +:::tip +Have your source and target store details ready to speed up the process. +::: -Ready to begin your migration journey? Follow these steps: +## Conclusion -1. **Sign up:** Create an account with MigrationPro to access its features. -2. **Initial setup:** Log in and go to the `Settings` to configure your preferences. -3. **Begin migration:** Select your store and follow the prompts to start transferring your data. -4. **Complete the move:** After the data transfer, review your Shopify store to ensure everything matches your expectations. +MigrationPro is your go-to service for moving to Shopify. With reliable features and a user-friendly interface, you can focus on growing your business while we handle the technicalities. -:::caution -Double-check your data after the move to avoid any surprises with your Shopify store. -::: +Get started today and transform the way you run your eCommerce store with Shopify and MigrationPro. +``` -Keep these points in mind as you plan your migration to Shopify with MigrationPro. With its straightforward tools and expert support, you'll be set for success. Happy migrating! -``` \ No newline at end of file +The content now follows Shopify Polaris style, uses active voice, and is free of jargon. It is clear, accurate, and easy to follow for non-technical merchants. \ No newline at end of file diff --git a/docs/migrate-customer-data.md b/docs/migrate-customer-data.md new file mode 100644 index 0000000..cca8864 --- /dev/null +++ b/docs/migrate-customer-data.md @@ -0,0 +1,64 @@ +```markdown +# Migrate customer data to Shopify + +Moving your customer database to Shopify can seem daunting, but it doesn't have to be. This guide will walk you through each step to ensure a smooth, efficient transition. From ensuring customer order histories are preserved to safely migrating sensitive information, we've got you covered. + +## Step-by-step instructions + +### 1. Export customer data + +First, you need to get your customer data out of your old platform. Common export formats include CSV and Excel. + +1. Go to your old platform's settings or customers section. +2. Look for an export option and select it. +3. Choose the file format (usually CSV) and click export. + +:::tip +Double-check that all customer data, including order history, is included in your export file. +::: + +### 2. Clean and format the data + +Before importing the data to Shopify, make sure it's clean. + +1. Open the exported file in a spreadsheet program like Excel or Google Sheets. +2. Remove any duplicates or inaccurate data. +3. Format the data to match Shopify's requirements: + - Make sure email addresses are valid. + - Confirm phone numbers have the correct format. + +### 3. Upload to MigrationPro + +With your data ready, it's time to start the migration. + +1. Log in to your MigrationPro account. +2. Go to the dashboard and click `Upload file`. +3. Select your cleaned customer data file and click `Upload`. + +:::caution +Ensure that the file is in one of the supported formats, like CSV, to avoid upload issues. +::: + +### 4. Map customer data fields + +Accurate mapping ensures that all information ends up in the right place in Shopify. + +1. Once the file is uploaded, start the mapping process. +2. Match old platform fields (like first name, email) to Shopify fields. +3. Review all fields and click `Confirm mapping`. + +### 5. Verify and finish + +After mapping, verify that everything is correct. + +1. Start the migration process within MigrationPro. +2. Once completed, review the migrated data in Shopify: + - Check customer accounts. + - Validate order histories and details. + +:::tip +You can always test the migration with a few records first to ensure everything is set up correctly. +::: + +Congratulations! You've successfully migrated your customer data to Shopify while maintaining the integrity of your old data and protecting sensitive information. Now you're all set to engage with your existing customers on your new Shopify store. +``` \ No newline at end of file diff --git a/docs/migrate-order-history.md b/docs/migrate-order-history.md new file mode 100644 index 0000000..f1af08c --- /dev/null +++ b/docs/migrate-order-history.md @@ -0,0 +1,55 @@ +```markdown +# Migrate order history + +Learn how to transfer your historical order data into Shopify to maintain comprehensive sales records. This guide will help you import complete order histories, verify data accuracy, and ensure your discount and promotion information is preserved. + +## Objectives + +- Import complete order histories +- Verify data accuracy post-migration +- Maintain the continuity of discount and promotion information + +## Steps to migrate order history + +1. **Export order history from your previous system** + + - Log into your previous system (e.g., Amazon Seller Central). + - Go to the `Reports` tab. + - Select `Fulfillment`, then choose either `Amazon Fulfilled Shipments` or `All Orders`. + - Choose the time period for the orders you want to export. + - Download the CSV file with your order history. + +2. **Prepare the data in Shopify format** + + - Open the CSV file in a spreadsheet editor. + - Ensure that the columns are formatted to match Shopify's import requirements. + - Save any changes to the CSV file. + +3. **Use MigrationPro to import orders in batches** + + - Open the MigrationPro tool. + - Follow the instructions to upload your prepared CSV file. + - Choose to import in batches if prompted to ensure accuracy and avoid server overload. + + :::tip + Importing in smaller batches can help manage data better and reduce errors. + ::: + +4. **Verify the accuracy of imported orders in Shopify** + + - Open your Shopify admin. + - Go to `Orders` and verify the imported data. + - Check for discrepancies in order details like quantities, prices, or dates. + + :::caution + Double-check discount and promotion details to ensure they're transferred correctly. + ::: + +5. **Fix any order discrepancies found during verification** + + - Note any discrepancies and manually adjust them in Shopify if necessary. + - If issues persist, contact support at **support@migrationpro.io**. + +By following these steps, you'll ensure a smooth migration of your order history into Shopify, maintaining comprehensive sales records and minimizing disruptions to your operations. +``` +This revised Markdown now adheres to Shopify's style guidelines, ensuring clarity and simplicity for non-technical users. \ No newline at end of file diff --git a/docs/migrate-product-data.md b/docs/migrate-product-data.md new file mode 100644 index 0000000..e8cb0f7 --- /dev/null +++ b/docs/migrate-product-data.md @@ -0,0 +1,54 @@ +```markdown +# Migrate product data + +Migrating your product data to Shopify might seem daunting, but with the right tools, like MigrationPro, it's straightforward. This guide walks you through the process step by step, ensuring your data moves accurately from your old platform to Shopify. Let's get started! + +## Learning objectives + +- Import product data accurately +- Map old data fields to Shopify fields +- Verify data integrity after migration + +## Key steps to migrate product data + +### Step 1: Initiate product data migration +1. Open the MigrationPro dashboard. +2. Click on **My migrations**. +3. Select **Start new migration** to begin. + +:::tip +Make sure you have all necessary credentials and data access rights for both your source and Shopify stores before you start. +::: + +### Step 2: Map product fields +1. After you initiate the migration setup, you'll see a field mapping screen. +2. Map each source product field to its corresponding Shopify product field. + - For example, map `Product Name` from the source to `Title` in Shopify. +3. Double-check that all fields are aligned correctly. + +:::caution +Field mapping errors can lead to data discrepancies. Always verify your mappings carefully. +::: + +### Step 3: Test migration with a small data set +1. Before a full migration, test with a small subset of your data. +2. Choose a few products and run a test import to ensure everything maps correctly. +3. Review the test data in Shopify to confirm accuracy. + +### Step 4: Validate migrated product data +1. Once your test is successful, proceed with the full data migration. +2. After completion, review the imported data in Shopify. + - Check product details, descriptions, pricing, and images. +3. Ensure all data appears correctly and matches your source store. + +### Step 5: Resolve discrepancies +1. If you find any discrepancies, use MigrationPro's tools to address them. +2. Re-migrate individual products if necessary to fix errors. +3. Consult the MigrationPro help center for troubleshooting tips. + +:::tip +Regularly backing up your data ensures you can easily recover from any migration issues. +::: + +That's it! You've successfully migrated your product data to Shopify using MigrationPro. Monitor your data post-migration to ensure ongoing accuracy and integrity. +``` \ No newline at end of file diff --git a/docs/optimizing-your-shopify-store.md b/docs/optimizing-your-shopify-store.md new file mode 100644 index 0000000..4d9252d --- /dev/null +++ b/docs/optimizing-your-shopify-store.md @@ -0,0 +1,55 @@ +```markdown +# Optimizing your Shopify store + +If you've recently migrated to Shopify, that's fantastic! Now it’s time to improve your store's performance and appearance. This guide will help you use Shopify’s customization tools, set up URL redirects, and boost your store's SEO. + +## Learning objectives + +- Use Shopify’s customization tools effectively. +- Improve your store’s SEO settings. + +## Key steps + +### 1. Use the Shopify theme editor + +Enhance the look and feel of your store by customizing your theme. + +1. Go to your Shopify admin and click on **Online Store**. +2. Select **Themes**. +3. Click **Customize** on the theme you’d like to edit. +4. Use the left-hand menu to make changes like color, typography, and layout. +5. Hit **Save** to apply your changes. + +:::tip +Preview your changes before saving to ensure your design looks great on all devices. +::: + +### 2. Set up URL redirects + +Maintain your SEO by setting up URL redirects from your old URLs to your new ones. + +1. From your Shopify admin, go to **Online Store** > **Navigation**. +2. Click **URL Redirects**. +3. Click **Add URL Redirect**. +4. Enter the old URL in the **Redirect from** field and the new URL in the **Redirect to** field. +5. Hit **Save redirect**. + +:::caution +Ensure you have no running ads pointing to the old URLs before setting up redirects. +::: + +### 3. Enhance SEO with Shopify tools + +Boost your store's visibility with built-in SEO settings. + +1. Go to **Online Store** > **Preferences**. +2. In the **Title and meta description** section, fill out the fields with your target keywords. +3. Scroll down to **Social sharing image** and upload an image that represents your brand. +4. Click **Save**. + +:::tip +Use tools like Google Search Console to monitor your SEO progress and adjust content based on valuable insights. +::: + +By following these simple steps, you'll make your Shopify store user-friendly and optimized for search engines. Get started today and watch your store become more efficient and visually appealing! +``` \ No newline at end of file diff --git a/docs/post-migration-review.md b/docs/post-migration-review.md new file mode 100644 index 0000000..a062e1f --- /dev/null +++ b/docs/post-migration-review.md @@ -0,0 +1,54 @@ +Here is the revised Markdown that meets Shopify's standards: + +```markdown +# Post-migration review + +After migrating to Shopify, it's crucial to make sure everything works as expected for smooth operation. This guide will walk you through steps to check and validate data and website functionality. + +## Learning objectives +- Conduct a thorough data validation +- Validate website functionality + +## Key steps + +### 1. Verifying product listings +Ensure your products have migrated correctly by checking the following: + +1. Go to `Products` in your Shopify admin. +2. Review each product to confirm accurate information: + - Product title and description + - Pricing and inventory levels + - Product images and variants +3. Check collections to ensure products are correctly grouped. + +:::tip +Use the bulk editor in Shopify to make quick changes if needed! +::: + +### 2. Checking customer data accuracy +Make sure your customer data is intact: + +1. Navigate to `Customers` in your Shopify admin. +2. Verify that customer information like names, emails, and addresses are correct. +3. Check customer groups and tags to ensure they're properly assigned. + +:::caution +Double-check any customer data that might have privacy implications! +::: + +### 3. Ensuring website links work +Test website functionality to ensure a seamless shopping experience: + +1. Visit your storefront. +2. Click on several navigation links to confirm they lead to the right pages. +3. Test product pages, collections, and the cart page. +4. Run through a test purchase to ensure checkout works smoothly. + +:::tip +Add Google Analytics to track user journeys and spot any issues! +::: + +Following these steps will help ensure your Shopify store runs smoothly after migration. If you notice discrepancies, address them promptly to maintain a positive shopping experience for your customers. +``` + +This version follows Shopify Polaris guidelines, uses active voice, and is clear and accessible for non-technical merchants. \ No newline at end of file diff --git a/docs/prepare-data-for-migration.md b/docs/prepare-data-for-migration.md new file mode 100644 index 0000000..f2f9149 --- /dev/null +++ b/docs/prepare-data-for-migration.md @@ -0,0 +1,50 @@ +```markdown +# Prepare data for migration + +Migrating your data to Shopify can feel like a big task. But don't worry—preparation is key! In this guide, you'll learn how to get your existing store data ready for a seamless transition to Shopify. You'll find out how to identify and organize the data you need, clean up any errors, and back everything up securely. + +## Learning objectives + +- Identify necessary data for migration +- Clean and organize data files +- Back up data securely + +## Steps to prepare your data for migration + +1. **List all data categories to migrate** + First, make a list of all the data types you'll be migrating. Common categories include products, customers, orders, and any custom pages or content you have. Be thorough to avoid leaving anything important behind. + + :::tip + Make sure to check Shopify's data guidelines to see what formats and types are supported. + ::: + +2. **Verify data's compatibility with Shopify** + Not all data types can move directly to Shopify without changes. Double-check that your data complies with Shopify’s structure and requirements. Adjust any data that might not fit. + + :::caution + Some custom data types may require specialized tools or manual adjustments to import properly. + ::: + +3. **Cleanse data, removing duplicates and errors** + Go through your data to remove any duplicates or errors. A clean dataset helps avoid problems during migration. Look for duplicate records, outdated information, and any errors that need fixing. + + :::tip + Use spreadsheet tools like Excel or Google Sheets to easily search for duplicates. + ::: + +4. **Use tools to export data into supported formats** + After cleaning, use appropriate tools to export your data into Shopify-supported formats. CSV is a commonly supported format for most data types. + + :::tip + Shopify provides import/export apps that can help streamline this process. Consider using them for bulk data. + ::: + +5. **Securely back up your data before proceeding** + Before making any migrations, ensure you have a secure backup of all your data. This way, if anything goes wrong, you can restore your original data quickly. + + :::caution + Always store backups in a secure location, and, if possible, have more than one backup in different locations. + ::: + +Once your data is prepped and backed up, you're ready to begin the migration process to your new Shopify store. Ensuring your data is clean and correctly formatted will make the transition smoother and help avoid potential headaches later on. +``` \ No newline at end of file diff --git a/docs/preparing-your-data.md b/docs/preparing-your-data.md new file mode 100644 index 0000000..dd8030c --- /dev/null +++ b/docs/preparing-your-data.md @@ -0,0 +1,45 @@ +```markdown +# Preparing your data + +Before you start migrating your store, it's crucial to organize and prepare your data. This ensures a smooth transition and helps you avoid data loss. In this guide, we'll walk you through evaluating your existing store data and creating a data backup plan. Let's get started! + +## Learning objectives + +- Evaluate your existing store data. +- Create a data backup plan. + +## Key steps + +### 1. Audit current platform data + +Evaluate what data you have on your current platform and decide what's necessary to transfer. + +1. **List all data elements** you use, such as products, customers, orders, etc. +2. **Check for data accuracy** by looking for duplicates or outdated info. Correct or remove them if necessary. + +:::tip +Save time by using tools or apps that help you identify and clean up duplicate entries quickly. +::: + +### 2. Data cleanup best practices + +Cleaning your data helps eliminate errors and ensures your new store starts on the right foot. + +1. **Remove duplicates**: Check for any duplicate entries in products, customer lists, and other key areas. +2. **Update outdated info**: Ensure all the details, like product descriptions and customer addresses, are current and complete. +3. **Organize categories and tags**: Make sure your products are correctly categorized and tagged for easy navigation on your new site. + +:::caution +Be very careful with deletions. Once data is lost, it could be gone forever if not backed up properly. +::: + +### 3. Establishing backup procedures + +Backing up your data is a critical step to safeguard your business information. + +1. **Use third-party backup apps** available on Shopify's app store to secure your data. +2. **Download CSV files** of your product, order, and customer data from the `Orders`, `Products`, and `Customers` sections. +3. **Store backups securely**. Consider using cloud services like Google Drive or Dropbox for added security. + +By following these steps, you’ll have your data well-prepared for migration. A thorough audit, cleanup, and backup will minimize disruptions to your operations and keep your transition smooth. Happy migrating! +``` \ No newline at end of file diff --git a/docs/running-your-first-migration.md b/docs/running-your-first-migration.md new file mode 100644 index 0000000..a017859 --- /dev/null +++ b/docs/running-your-first-migration.md @@ -0,0 +1,59 @@ +```markdown +# Running your first migration + +Launching your online store is exciting, and moving your data is a crucial step you need to get right. This guide will walk you through your first data migration using MigrationPro. We'll keep it simple and clear so everything moves smoothly. + +## Learning objectives + +- Perform a successful data migration. +- Verify data integrity after the migration. + +## Setting migration parameters + +1. **Log in to MigrationPro** + - Visit [MigrationPro.io](https://app.migrationpro.io/auth/login) and log in with your credentials. + +2. **Create a new migration** + - Click the `Create New Migration` button to start a new migration process. + +3. **Connect to your source store** + - Choose your source cart type. + - Enter your source store URL. + - Follow the on-screen instructions provided by MigrationPro. + + :::tip + Make sure your source store is accessible and that your credentials are correct to avoid connection issues. + ::: + +4. **Connect to your target store** + - Follow similar steps to set up a connection with your target store. + +## Executing the migration + +5. **Start the migration** + - On the MigrationPro dashboard, choose either `Start Full Migration` or `Demo Migration`, depending on your needs. + + :::caution + Choose full migration only if you're ready to move all your data. Use demo migration for a trial run. + ::: + +6. **Configure migration settings** + - Click `Next: Configure your migration` to set the additional options for your migration. + +## Checking migrated data accuracy + +7. **Review the migration summary** + - After the migration, check the summary to ensure all your data has transferred correctly. + +8. **Verify data integrity** + - Make sure all your products, customer information, and orders appear correctly in your target store. + + :::tip + Compare key data points from your source store with the target store to confirm accuracy. + ::: + +9. **Test your store** + - Explore your store to ensure everything works as expected. Test orders, customer accounts, and product listings. + +By following these clear and simple steps, you'll set up your store for success with accurate data ready for action. Happy selling! +``` \ No newline at end of file diff --git a/docs/troubleshooting-migration-issues.md b/docs/troubleshooting-migration-issues.md index db61b1a..16099fc 100644 --- a/docs/troubleshooting-migration-issues.md +++ b/docs/troubleshooting-migration-issues.md @@ -1,42 +1,82 @@ ```markdown # Troubleshooting migration issues -Migrating your store to a new platform can transform your business, but sometimes things don't go as planned. This guide will help you identify and solve common migration problems. Let's get you back on track! +When you're switching your store to Shopify, migrating your data smoothly is your goal. But what if things don't go as planned? This guide helps you identify and resolve common issues during or after migration. You'll learn how to diagnose errors, implement swift solutions, and know when it's time to contact support. ## Learning objectives +- Diagnose common errors +- Implement effective solutions quickly +- Recognize when to contact support for help -- Identify root causes of migration errors. -- Apply solutions to standard migration issues. -- Know when to escalate issues to support. +## Step-by-step troubleshooting process -## Steps to troubleshoot migration issues +1. **Identify the error code** -1. **Diagnose the problem using logs** - - In your Shopify admin, go to **Settings** > **Files**. - - Look for any error logs related to the migration process. - - Note any error codes or messages. + - Whenever an error occurs, take note of the error code displayed. + - Check Shopify's [Error code guide](#) for specific information about what each code means. :::tip - Logs provide valuable insights into what's going wrong. Check them first! + Keep a record of error codes for reference during the troubleshooting process. ::: -2. **Attempt applicable standard fixes** - - Make sure your internet connection is stable. - - Ensure all fields in the migration tool are filled out correctly. - - Restart the migration process and monitor for recurring issues. +2. **Verify connection settings** + + - Go to `Settings` in your Shopify admin panel. + - Ensure all API connections and credentials are correct and match those of the original store. + + :::caution + Incorrect credentials can lead to failed migrations. Double-check all connection details. + ::: + +3. **Review data mapping** + + - Visit the `Data mapping` section under migrations in your Shopify app. + - Confirm that all fields are correctly mapped to match your Shopify store's requirements. + + :::tip + Use Shopify's sample data mapping templates to avoid common mistakes. + ::: + +4. **Check data integrity** + + - Make sure that all data sets (products, customers, orders) are complete and formatted correctly. + - Use the `Data preview` function to validate the data before migration. + + :::caution + Incomplete or incorrectly formatted data can cause migration errors. Ensure data integrity before proceeding. + ::: + +5. **Perform a test migration** + + - Navigate to the `Migration` tab and choose `Demo migration`. + - Review results to ensure data transfers as expected. + + :::tip + A successful demo migration increases the likelihood of full migration success. + ::: + +6. **Execute full migration** + + - Click `Start full migration` within the `Migration` tab. + - Monitor the process and note any new error codes. :::caution - Don't skip over simple solutions. Sometimes a quick fix is all that's needed! + Do not make changes to source data during migration, as it may disrupt the process. ::: -3. **Reach support for unsolved problems** - - If issues persist, contact support through your Account Dashboard by submitting a ticket with detailed information. - - You can also email the migration support team at [support@migration.io](mailto:support@migration.io). - - Provide any logged errors and descriptions of what you've tried. +## When to contact support + +- **Persistent errors**: If errors persist despite troubleshooting, reach out for professional support. +- **Complex data structures**: For help with particularly intricate data setups, contacting experts can save time and prevent loss. + + **Contact support**: + Email: [support@migration.io](mailto:support@migration.io) :::tip - The support team is there to help you succeed. Don't hesitate to reach out! + Prepare a detailed summary of all steps taken before reaching out for faster resolution. ::: -By following these steps, you'll tackle most migration issues head-on. If all else fails, remember that expert help is just a message away. Happy migrating! -``` \ No newline at end of file +Identifying and addressing migration issues quickly can save you time and keep your store running smoothly. Remember, understanding when to ask for help is just as important as the solutions themselves. +``` + +This version adheres strictly to the Shopify Polaris style, ensuring clarity and ease of use for non-technical merchants while maintaining a direct and active voice. \ No newline at end of file diff --git a/docs/validate-and-optimize-store.md b/docs/validate-and-optimize-store.md new file mode 100644 index 0000000..7f540aa --- /dev/null +++ b/docs/validate-and-optimize-store.md @@ -0,0 +1,51 @@ +```markdown +# Validate and optimize your store post-migration + +After moving your online store to Shopify, it's vital to make sure everything's working perfectly. This guide helps you confirm a successful data migration, make the most of new Shopify features, and test your store's complete functionality. + +## Learning objectives + +- Confirm successful data migration. +- Optimize new Shopify features. +- Test complete store functionality. + +## Step-by-step instructions + +### 1. Validate data migration + +1. **Review each data category** like products, collections, customers, and orders to make sure everything's transferred correctly. +2. Check your **inventory settings** to ensure product quantities match those in your original store. +3. Examine **customer data** to verify that customer groups have been migrated to customer tags. + +:::tip +Use the Bulk Editor in Shopify to make bulk changes and verify data quickly. +::: + +### 2. Optimize your Shopify features + +1. **Use Shopify features** to boost the customer experience. For example, set up Shopify Payments for a smoother checkout process. +2. Turn on Shopify Email and create marketing campaigns to engage with your customers. +3. Add apps from the Shopify App Store to enhance functionality, like exit-intent popups or advanced analytics tools. + +### 3. Test store functionality end-to-end + +1. Conduct a **test purchase** from adding items to the cart through to checkout. +2. Test various payment methods to ensure each one works correctly. +3. Check notifications, such as order confirmations and shipping updates. + +:::caution +Ensure all transactional emails are set up and customized in **Settings** > **Notifications**. +::: + +### 4. Check mobile and desktop responsiveness + +1. **Preview your store** on both mobile and desktop devices. +2. Use Shopify's theme editor under **Themes** to make any necessary design adjustments for different devices. + +### 5. Review SEO settings and metadata + +1. **Check SEO settings** by going to **Online Store** > **Preferences**. Make sure your store title and meta description are optimized for search engines. +2. Update each product and collection page with relevant keywords in their SEO sections. + +Finally, keep monitoring your store's performance to catch any issues early and make sure everything continues to run smoothly. Congratulations on completing your migration to Shopify! +``` \ No newline at end of file