Migrate Customers from Magento to Shopify

Migrate Customers from Magento to Shopify

You can migrate your Magento Customers to Shopify by the following steps:

This is how you do it using the Excelify app:

  1. Export your Customers from Magento to CSV file using the standard Magento CSV export.
  2. Give the file name such that it contains the word “Magento” and a word “Customers“, e.g. “Magento_Customers-2018-11-13.csv”.
  3. Upload to the Excelify app.
  4. Under Options, choose “Dry run” – to not import just yet.
  5. Download Import Results file and check that all Customers are as you need them.
  6. Make any other corrections you need.
  7. Import that corrected Excel file.
  8. See your Magento Customers in Shopify.

It works if you are migrating from Magento version 1.x. If you need to convert from another version, please, contact us about that.

In this tutorial, we will work with the Magento sample data store with all the default settings in it.

Step 1: Export your Customers from Magento to CSV file using the standard Magento CSV export

Log in to your Magento Admin Panel:

Magento 1.9 Admin Panel Login to export to Shopify

Go to menu: System -> Import/Export -> Export

Magento 1.9 menu to export to CSV for Shopify migration

In the Export Settings choose:

  • Entity Type: Customers
  • Export File Format: CSV

Export Customers from Magento

No need to fiddle with any of the other checkboxes.

Press the Continue button at the bottom of the page.

This will download your all Magento Customers as a CSV file.

Step 2: Give the file name such that it contains the word “Magento” and a word “Customers”

When you download your exported CSV file from Magento, it will be called something like this:

customer_20181113_142219.csv

For Excelify to know that this is Magento file, you need to change that file name so that it contains “magento” and “customers”. For example:

magento_customers_20181113_142219.csv

Step 3: Upload to the Excelify appImport Magento Customers

Right away, after Excelify analyzed the file, you will see how many “Customers” are found in that file.

Note that it should say that it recognized the file as the “Format: Magento v1 Exported CSV

Step 4: Under Options, choose “Dry run” – to not import just yet

If you want to import without adjusting anything, you can skip this step.

We suggest you to first do the Dry run and check your import file – clean up the data and then do the actual import.

To set the Dry run, click on the Options button, and check the “Dry run” checkbox:

Dry Run Customers before Import

Doing the Dry run will just run through the file conversion process and will generate you the “Import Results” file in the Excelify format – as if you imported it, but it will not actually import anything just yet.

Don’t worry about the time estimate here – that is shown approximate time it would take to actually import them, but the dry run will take just a few seconds.

Press the “Import” button.

Step 5: Download Import Results file and check that all Customers are as you need them

After the Dry run is finished, download the “Import Results” file:

Dry run Magento CSV to Shopify conversion finished - download converted file

You will have the Excel file like this with one sheet (tab) in it: Customers:Customer Import ftom Magento Dry Run Result

Here you can see, review and change any of the values in that Excel file.

Note the “Tags” column – those contain customer information from your Magento store, that does not have special field in the Shopify, for example, Gender:Male, Magento Group:4, etc. This information can be useful, but you also can delete it if it is not needed.

There are also two Metafileds columns: Metafield: dob – that contains customer Date of Birth, and Metafield: vat_id – for VAT. These data is easier to operate with, when it is in the separate columns. Again, you can delete those columns, if it is not needed.

Step 6: Import that updated Excel file

Take the Excel file which you have updated and prepared for the import, and upload it again to the Excelify app.

And just press the “Import” button.

Wait for the import to run.

If you see any Failed items, then after the import has finished, you can again download the Import Results file and look into the “Import Comment” column. It will tell why the particular Customer failed. Then you can fix that issue and re-import just those failed and fixed rows again.

Magento Customers Import Result File

For example, here the error is:  Failed. Phone: is invalid

Failed Customer Import Items

How you can fix it?

  • One way is to correct the number in the Excel sheet, if you know, what is the correct one, and import the file again.
  • Another option is to delete the phone number from the column Address Phone. You can put into column Note, so that it is not lost. And then import the file.

Step 7: See your Magento Customers in Shopify

Imported Magento Customers

Where to go from here?

 

Migrate Products from Magento to Shopify

Migrate Products from Magento to Shopify

The Excelify app makes your migration from Magento v1.x to Shopify easier. This import will convert your Magento Products into Shopify Products and put them into Smart Collections.

Without bragging, let’s just see how you can take your Magento Products data file and get it into Shopify.

Warning: for now the import works for exports from Magento v1.x.

Quick summary to migrate your Products from Magento to Shopify:

  1. Export your Products from Magento to CSV file using the standard Magento CSV export.
  2. Give the file name such that it contains the word “Magento” and a word “Products“, e.g. “Magento_Products-2018-11-08.csv”.
  3. Upload to the Excelify app.
  4. Fill in your Magento URL in the text box – so that we can migrate your images from Magento to Shopify.
  5. Under Options, choose “Dry run” – to not import just yet.
  6. Download Import Results file and check that all Products and Smart Collections are as you need them.
  7. Make any other corrections you need.
  8. Import that corrected Excel file.
  9. See your Magento Products and Smart Collections in Shopify.

Now let’s go thoroughly through each step to do that migration.

 

In this tutorial, we will work with the Magento sample data store with all the default settings in it:

Magento store sample to migrate to Shopify

Step 1: Export your Products from Magento to CSV file using the standard Magento CSV export

Log in to your Magento Admin Panel:

Magento 1.9 Admin Panel Login to export to Shopify

Go to menu: System -> Import/Export -> Export

Magento 1.9 menu to export to CSV for Shopify migration

In the Export Settings choose:

  • Entity Type: Products
  • Export File Format: CSV

Magento 1.9 Export Settings Products to CSVNo need to fiddle with any of the other checkboxes.

Press the Continue button at the bottom of the page.

This will download your all Magento Products as a CSV file.

Step 2: Give the file name such that it contains the word “Magento” and a word “Products”

When you download your exported CSV file from Magento, it will be called something like this:

catalog_product_20181108_015149.csv

For Excelify to know that this is Magento file, you need to change that file name so that it contains “magento” and “products”. For example:

magento_products_20181108_015149.csv

Step 3: Upload to the Excelify app

Upload exported Magento CSV file to start Shopify import

Right away, after Excelify analyzed the file, you will see how many “Products” and “Smart Collections” are found in that file.

Note that it should say that it recognized the file as the “Format: Magento v1 Exported CSV

The Smart Collections are the Categories which will get converted to Automated Collections in your new Shopify store.

Step 4: Fill in your Magento URL in the text box

See, there is a text box “Magento shop URL” – enter your current Magento store main domain name. For example:

https://yourstore.com

Enter Magento store URL to migrate images to Shopify

This will allow the app to generate full image links from your Magento store and when importing, your product images will get migrated to Shopify products.

That will work, assuming that you haven’t changed the media folder in Magento to anything different.

If you have your media location changed to something else, no worries – you will be able to adjust those image paths in your Excel file before actually importing those products to Shopify.

If you don’t enter anything here, that’s also ok – still, in the generated Excel file you will see columns “Image File” and “Image Path” as they are on your Magento server, and you will be able to construct your own “Image Src” column values precisely to point to the URLs where your images are located.

Step 5: Under Options, choose “Dry run” – to not import just yet

If you want to import without adjusting anything, you can skip this step.

We suggest you to first do the Dry run and check your import file – clean up the data and then do the actual import.

To set the Dry run, click on the Options button, and check the “Dry run” checkbox:

Dry run convert from Magento CSV to Shopify

Doing the Dry run will just run through the file conversion process and will generate you the “Import Results” file in the Excelify format – as if you imported it, but it will not actually import anything just yet.

Don’t worry about the time estimate here – that is shown approximate time it would take to actually import them, but the dry run will take just a few seconds.

Press the “Import” button.

Step 6: Download Import Results file and check that all Products and Smart Collections are as you need them

After the Dry run is finished, download the “Import Results” file:

Dry run Magento CSV to Shopify conversion finished - download converted fileYou will have the Excel file like this with two sheets (tabs) in it:

  • Products
  • Smart Collections

Products sheet:

Magento converted Products to Shopify import format

Here you can see, review and change any of the values in that Excel file. Any image links in the “Image Src” column, Options for Variants, prices, etc.

There are, of course, more fields you can import for the Products – for that, please, look into the Excelify template or read the Products fields documentation.

Note the “Tags” column – those contain the categories from your Magento store. They are in the format with _ (underscore) because some Shopify Themes recognize those as group filters which will result in nice Category filters.

The same Tags are used in the automated collections to fetch products into those Collections.

Smart Collections sheet:

Magento converted categories to Shopify automated collections importAs you can see, there are all the same Categories which you had in Magento, converted to the Shopify automated collections – with rules to automatically include the right products by their Tags.

This will produce the result where all the Magento products will be in the same Shopify Collections as they were in Magento categories.

The same as with Products sheet – you can change anything you like here. Also, there are more fields you can import for the Smart Collections – for that, please, look into the Excelify template or read the Smart Collections fields documentation.

Conversion comments

In each sheet there is a column “Conversion Comments” – the app writes there any comments it wants to tell you if there was something worth your attention during the Magento file converstion process.

Step 7: Import that updated Excel file

Take the Excel file which you have updated and prepared for the import, and upload it again to the Excelify app.

And just press the “Import” button.

Wait for the import to run:

Importing Magento Products to Shopify

If you see any Failed items, then after the import has finished, you can again download the Import Results file and look into the “Import Comment” column. It will tell why the particular product failed. Then you can fix that issue and re-import just those failed and fixed rows again.

Step 8: See your Magento Products and Smart Collections in Shopify

Open your Shopify store page and prepare to be silent or loud – depending on how expressive you are.

Migrated Products from Magento to Shopify

Where to go from here?

 

Migrate Orders from Magento to Shopify

Migrate Orders from Magento to Shopify

So you decided to migrate your Orders from Magento to Shopify.

This is how you do it using the Excelify app:

  1. Export Orders data tables from the Magento database to CSV files.
  2. Zip those CSV files into one single zip file, and make sure the zip file name includes a word “magento” in it, like “Magento_Orders.zip”.
  3. Upload that Magento zip file to the Excelify app.
  4. When it’s done analyzing, check the checkbox “Dry run” under the Options – to generate the Excelify Excel file but not import just yet.
  5. Download the Import Results Excel file – you will have it in the Excelify Orders template format.
  6. Inspect that file, make any checks and data cleanup or adjustments as you need.
  7. Import the ready Excel file using the Excelify app.

It works if you are migrating from Magento version 1.x. If you need to convert from another version, please, contact us about that.

Each of the steps to migrate Orders from Magento to Shopify in details:

1. Export Orders data tables from the Magento database to CSV files

When you connect to the Magento database, you will see many tables there.

You need to use the database tool to export the following tables with their data to the CSV files – each table goes to its own CSV file with the exact names:

Table Name Required CSV File Name
sales_flat_order sales_flat_order.csv
sales_flat_order_item sales_flat_order_item.csv
sales_flat_order_address sales_flat_order_address.csv
sales_flat_order_payment sales_flat_order_payment.csv
sales_flat_shipment_track sales_flat_shipment_track.csv

2. Zip those CSV files into one single zip file, and make sure the zip file name includes a word “magento” in it, like “Magento_Orders.zip”

Put all those CSV files in the same folder, and give that folder a name, like “magento_orders”. It’s important that the zip file name should include the name “magento” in it. That’s how the app will know you are having the Magento data in that file.

And zip that folder into the zip file, like “magento_orders.zip”.

Magento Orders import file to Shopify3. Upload that Magento zip file to the Excelify app

When you will upload that Magento zip file to the Excelify app, you should see that the app recognized it as Magento format, and runs through the Analyzing process to count how many Orders it finds in those files.

Analyzing Magento Orders import to Shopify

4. When it’s done analyzing, check the checkbox “Dry run” under the Options – to generate the Excelify Excel file but not import just yet

Press the “Options” button and click the “Dry run – just generate the Results file without importing” checkbox.

Import Orders from Magento to Shopify - dry runThat will not do any real import just yet – it will just run through our data transformation engine to simulate the import, and as a result, you will get the “Import Results” Excel file which is in the Excelify “Orders” import template format.

Press the “Import” button. Don’t worry – if the Dry run is on, there will be no changes done to your shop data just yet.

5. Download the Import Results Excel file – you will have it in the Excelify Orders template format

When the “dry import” is finished, you will see the Download button.

Press it and download the “Import Results” file of your test Orders import – it will be in the Excelify Excel file format.

Download import results file after dry run of Shopify Orders import from MagentoThe file will contain all of the Orders, their customer data, line items, shipping cost, refunds, fulfillments, and financial transactions.

6. Inspect that file, make any checks and data cleanup or adjustments as you need.

You might want to look at the total amounts, check the currencies, transactions.

Maybe improve the data of some of your customers, check that their phone prefixes are correct, as Shopify requires international phone codes for all phone numbers.

Check customer address data, their countries, cities, regions, streets.

Also, you might want to check the totals for line items, and Orders themselves, and the Taxes, tax codes, etc.

You can do all of those changes in the Excel file. Or… in the Magento system, and then re-export that data to CSV files again, and repeat the process until you are satisfied with what you are about to import.

7. Import the ready Excel file using the Excelify app.

Also, you might want to try importing just 1-2 Orders from that file first, to look how they look in Shopify.

Once you feel ready, grab the prepared Excel file and import that by uploading again using the same Excelify app import section.

When importing, be patient – there is a lot of stuff going on under the hood to construct your Orders, so it might take a while to complete, but it should be worth the wait.

Good to know

  • If you feel like a kamikaze, you can skip the whole “Dry run” part, and just import the Orders zip file directly, without looking at the Excelify Orders format file.
  • Read about all the fields you see in the Orders Excelify template Excel file.
  • If you see that some Orders import is showing as Failed, don’t worry – you can import the “Import Results” file of that import, and at the last columns you will see the comments for why those failed. Then you can resolve those issues, and re-import just the Failed rows.
  • If the import speed is important to you, the higher plan you upgrade to, the quicker the import will be, as for example, Enterprise Plan essentially spins off 10 parallel import processes, achieving the effect as if 10 apps would import your data in parallel.
  • If you have the error like this: “Missing or stray quote in line …” – please, make sure that your CSV files escape the quotes inside the texts as “” not as \”.
  • If you feel stuck with something, our Support is willing to help you – just reach out to us.