Magento 2 Migration Checklist: 10 Steps For A Succesful Project

Magento Migration checklist

Moving your Magento 1 store to Magento 2 is almost mandatory nowadays. However, a successful migration requires careful planning. To make this transition easier, we will explore a comprehensive guide on the 10 steps for the Magento 2 migration checklist.

This guide will take you through the essential steps to ensure a smooth and successful transition. Whether you’re a seasoned e-commerce pro or just starting out, this checklist is your roadmap for a prosperous Magento 2 migration.

1. Assess The Existing Website and Your Magento Migration Process

Before migrating to Magento 2, it’s essential to review the existing Magento 1 website thoroughly. This step will help you identify any potential issues that may arise during the migration process and ensure that your new Magento 2 site meets all your requirements.

First, evaluate the current functionality and features of your Magento 1 website. Identify which features and extensions are essential to your business and which can be removed or replaced. This step will help you determine which Magento 2 extensions and features you need to install and configure for your new website.

magento 1 to 2 migration

Next, evaluate the design and layout of your website. Assess whether the website’s design and layout are optimized for the best user experience. Determine whether the website is mobile-responsive and check for any issues with website performance, such as slow loading time.

Finally, assess the website’s data structure, including the customer database, product information, and sales data. Ensure that all the data is accurate and up-to-date and make sure that you have a plan in place for migrating this data to your new Magento 2 website.

2. Create A Plan for Migration to Magento 2

Before installing Magento 2, you should map out the detailed plan. The plan will ensure all project skateholders don’t miss any element during the migration from Magento 1 to Magento 2

Choosing Magento 2 Theme and Extensions

Migrating the theme and extensions is a step of Magento 2 migration. Magento 2 theme and extensions need to be chosen before the migration starts.

About the theme, you have three options: cloning the existing Magento website design, using a new ready-made theme, and developing a new custom theme. You can choose the most appropriate choices depending on your needs.

Moreover, the extensions must also be chosen before the Magento 2 migration. There are many Magento 1 extensions that become Magento 2 default functions.

Listing The Specified Requirements

It’s clear that listing the specific requirements is essential to the Magento migration process. Specific requirements such as theme, functions, and data to migrate should be provided.

By getting the quotes from the previous step, you would know how much your Magento migration costs before deciding to use any migration services.

After providing specified requirements, the Magento migration agencies will give a ballpark quote. The point is that you should request a particular proposal that includes the project’s estimated timeline and the hourly rate.

The last step to take before the Magento 2 migrations is reviewing the project’s timeline. To meet the common benefit, merchants and the migration service provider should unify the project’s timeline once more after signing a contract.

For more information, read up on the link here.

3. Create A Data Backup

One of the critical steps in the Magento 2 migration process is backing up your data. Backing up your data ensures that you don’t lose any critical information during the migration process.

To backup your data, you should start by identifying all the data that needs to be backed up. This includes your Magento 1 website’s database, files, media, and any other critical data that you need to preserve.

Next, you should choose a backup method that works best for your website. There are several backup methods available, including manual backups, using backup extensions, or hiring a third-party service.

After choosing a backup method, you can start the backup process. The backup process can take anywhere from a few minutes to several hours.

After the backup is complete, it’s essential to test the backup to ensure that all data is backed up correctly and can be restored if necessary. This step will help you avoid any issues during the migration process and ensure that you have a reliable backup of your data.

magento upgrade

4. Set Up a Separate Environment For Your Store

Before migrating to Magento 2, it’s important to set up a new development environment. This step includes setting up the environment, installing Magento 2, and configuring the necessary settings.

The first step is to create a development environment. This environment should be a separate server or hosting account where you can install and test Magento 2 without affecting your live website.

Next, you can install Magento 2. This involves downloading the Magento 2 software and uploading it to your server. You will then need to configure the database and set up the necessary settings, such as the Magento store URL, timezone, and language.

After installing Magento 2, you can start configuring your Magento store settings. This includes setting up payment and shipping options, tax rules, email templates, and other necessary settings.

5. Install Themes and Extensions

Magento migration extensions

This step ensures that your new Magento 2 website has all the necessary features and functionality to meet your business needs.

The first step is to identify the extensions and themes that you need for your Magento 2 website. These could include payment and shipping extensions, marketing and analytics tools, and custom themes.

Once you have identified the necessary extensions and themes, you can download them from the Magento Marketplace or third-party extension providers. Make sure that the extensions and themes are compatible with Magento 2 before installing them.

To install extensions and themes in Magento 2, you can use the Magento Connect Manager or the command-line interface (CLI). Follow the installation instructions provided by the extension or theme provider carefully to ensure that the installation process goes smoothly.

After installing the extensions and themes, it’s important to test them thoroughly to ensure that there are no conflicts with other extensions or themes. This step will help you avoid any potential issues down the road and ensure that your new Magento 2 website is functioning correctly.

6. Migrate Data

Migrating data from your Magento 1 website to your new Magento 2 website involves transferring all of your Magento 1 data, including products, customers, orders, and other critical information, to your new Magento 2 website.

To migrate your data, you can use a data migration tool specifically designed for Magento 2 migration. This tool will help you transfer your data quickly and accurately, ensuring that your new Magento 2 website has all the necessary information.

Before starting the data migration process, it’s essential to prepare your Magento 1 website and Magento 2 website. This preparation includes setting up your Magento 2 website, ensuring that all necessary extensions and themes are installed, and testing your data migration tool.

After preparing your Magento 1 and Magento 2 websites, you can start the data migration process. The data migration tool will transfer all of your Magento 1 data to your new Magento 2 website, including products, customers, orders, and other critical information. The migration process can take several hours or even days, depending on the size of your Magento 1 website and the complexity of your data.

7. Frontend Design

When migrating from Magento 1 to Magento 2, it’s important to note that there is no standard tool for upgrading themes and layouts. The frontend themes used in Magento 1 may not be compatible with Magento 2 due to different codes.

To address this, you can either purchase a new Magento 2 theme or design a custom frontend theme from scratch. It is essential to establish a style guide and ensure quality and consistency throughout the design process.

magento commerce

8. Test And Synchronise

After feedback from the developer to accomplish the website nicely, you will have to test the development website again. Make sure that your Magento 2 cron jobs are running.

Testing The Live Site

The point is, many functions that work smoothly on the development website cannot work on the live website. Therefore, after the site goes live, you need to check it over again.

Checking The Website’s Performance

The last thing is don’t forget to check the website’s performance in at least three months.

This action aims to detect the leftover bugs and request the service provider to handle them.

9. Review The Website

Before going live, it’s essential to review your new Magento 2 website thoroughly. This testing process should include testing all website functionality, such as product pages, checkout, and payment processing, and ensuring that there are no errors or issues.

10. Launch The Site

Going live with your new Magento 2 website is the final step in the migration process. This step involves launching your new website and making it available to your customers.

Once you have tested your new Magento 2 website, you can go live by pointing your domain name to your new Magento 2 website. This step will make your new website available to your customers, and you can start promoting it through your marketing channels.

After going live, it’s important to monitor your new Magento 2 website closely to ensure that everything is working correctly. You should also continue to test your website regularly and make any necessary updates or improvements.

Overall, going live with your new Magento 2 website is an exciting milestone in the migration process. By following the necessary steps thoroughly, you can ensure that your new website is a success and that your customers have a positive experience.

Wrap Up

Through our comprehensive Magento 2 Migration Checklist, we hope this guide has provided you with valuable insights into the intricacies of migrating to this powerful e-commerce platform. With the right approach and a dedicated team, you can make a seamless transition to Magento 2, positioning your online business for future growth and success.

If you’re not familiar with Magento 2 migration, Tigren is here to assist you. Contact us for a free project quote and consultation, or learn more about our Magento migration service. With over a decade of experience in Magento development, we can guarantee a successful migration for your business. We’re here to make your transition to Magento 2 as smooth and efficient as possible, so reach out to Tigren and get started today!