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Migration Planning Guide

A clean migration moves the business data you need, not every old plugin, app, theme, or database artifact.

Use the old store as the source of truth until SmithShop products, checkout, email, and fulfillment have passed testing.

Migration checklist

  • Export products, categories, images, customers, orders, coupons, tax settings, shipping settings, SEO metadata, and current URLs before touching DNS.
  • Clean the product CSV before importing. Keep SKUs, prices, stock, image URLs, weights, dimensions, categories, SEO titles, and descriptions in clear columns.
  • Rebuild payment, shipping, tax, email, analytics, and fulfillment credentials inside SmithShop with fresh keys from each provider.
  • Add redirects for old product, category, and CMS page URLs that already receive traffic or have search rankings.
  • Place test orders for physical products, digital products, coupons, tax, shipping quotes, payment gateways, order email, and admin fulfillment before launch.

SmithShop setup path

  • Import or recreate categories first, then products, variants, options, images, and downloadable files.
  • Configure payment gateways, shipping providers, tax rules, email delivery, analytics, marketing tools, policies, and admin users.
  • Test checkout from the storefront and confirm the order appears correctly in admin before the final domain switch.