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Migrate Customers from Magento v2 to Shopify

Migrate Customers from Magento to Shopify|Magento v2 - System - Export - prepare for Shopify import|Magento v2 Customers migrate to Shopify - Export Customers Main File|Magento v2 Customers migrate to Shopify - Export Customers Address|Magento v2 Login screen - to migrate to Shopify|Magento 2 migrate to Shopify using Excelify - upload Customers file

You can migrate your Customers from Magento version 2 to Shopify by the following steps:

In short

  1. Export your Customers from Magento to CSV file using the standard Magento CSV export – two files:
    • “Customers Main File”
    • “Customer Addresses”
  2. Zip both CSV files as they are into one Zip file and give it a name such that it contains the word “Magento” and a word “Customers“, e.g. “Magento_Customers-2018-11-13.zip”.
  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.

If you have the Magento version 1, then please, use this tutorial.

Video

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 v2 Login screen - to migrate to Shopify

Go to menu: System -> Export

Magento v2 - System - Export - prepare for Shopify import

In the Export Settings choose:

Customers Main File

  • Entity Type: Customers Main File
  • Export File Format: CSV
  • Fields Enclosure: (check)

Magento v2 Customers migrate to Shopify - Export Customers Main File

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.

Customer Addresses

  • Entity Type: Customer Addresses
  • Export File Format: CSV
  • Fields Enclosure: (check)

Magento v2 Customers migrate to Shopify - Export Customers Address

Step 2: Zip both CSV files as they are into one Zip file

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

customer_20190117_175758.csv
customer_address_20190117_175947.csv

Zip both those CSV files into one Zip file.

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

Magento_Customers.zip

Step 3: Upload to the Excelify app

Magento 2 migrate to Shopify using Excelify - upload Customers file

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 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?