20-Point Magento Migration Checklist For Merchants

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Due to the Magento 1 End Of Life that leads to the lack of pivotal security patches, most merchants tend to migrate to Magento 2. But many things need to be done in the process of relocating. In this blog post, the Magento migration checklist will be clarified. By following this checklist, you will avoid all the issues and have a successful migration. Let’s get it on!

The Magento 2 migration checklist will be divided into three phases: before, during, and after the migration.

A. Before The Migration

Researching The Migration Process

The first and foremost step that everyone has to take before jumping into the Magento migration is researching the Migration process.

The Magento migration process usually includes theme migration, extensions migration, custom functions migration, configurations migration, and data migration.

Finding Service Providers

Most of the Magento merchants don’t know how to migrate the website to Magento 2. Thus, finding service providers is a must.

research magento 2 migration process

Searching And Comparing The Price Of Services

After finding a certain number of Magento 2 migration service providers, it’s recommended to compare the service’s price.

The Magento 2 migration price varies by many factors like data volume, extensions and custom functions, etc. Besides, it also depends on the providers’ location. Magento service providers in the US, the UK is mainly cost much more than in Asia.

Reviewing The Existing Website

It is an essential step to get to know how our existing websites work. By reviewing the site, you can figure out its problem and sketch out the solution when migrating to Magento 2.

Choosing Magento 2 Theme and Extensions

As mentioned above, migrating the theme and extensions is a step of Magento 2 migration. Thus, 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. Each option has its advantages and disadvantages, depending on the needs and wants; you can choose the most appropriate one.

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, the functions, the data to migrate should be provided.

Requesting A Quote

After providing specified requirements, the Magento 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.

Preparing The Budget

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

Choosing An Appropriate Provider and Signing Contract

Through the proposal, you can figure out which provider is the most appropriate provider to migrate your website to Magento 2.

Reviewing The Project’s Timeline

The last step to take before the Magento 2 migration is reviewing the project’s timeline.

To meet the common benefit, merchants and the M2M service provider should unify the project’s timeline once more after signing a contract.

B. During Migration

Sorting The Data

The first thing in the Magento migration checklist during the migration is sorting the data.

Before officially utilizing the Magento data migration tool for transferring the data, merchants should carefully sort out the database, which means choosing what needs to be migrated and clarifying the migration scope. The data should be the number of extensions, custom functions, recent data, etc.

Sending Necessary Resource

Merchants should provide the requisite resources such as theme, extensions, images, etc., for the developer before the migration.

Sending M2M data

If the merchants use the ready-made theme/the extensions, it has to be purchased.

Providing Access Information

The next step is providing the access information like SSH, backend access, server of the current Magento store for the developers.

Some merchants wonder whether they must enable Magento maintenance mode during the migration or not. The answer is no. The new Magento website will be developed on the developer’s server, which will not affect the existing Magento 1 website.

Following Project Progress

After providing the needed data and information, you have to follow the project strictly based on the project’s timeline before the migration.

Altering The Requirements (Optional)

It is optional for the merchants who want to alter the requirements. If there is something you want to change in the process of Magento 2 migration, you can still modify it.

Testing The Project

Testing is the progress that is inevitable in every Magento migration project. To ensure that the new website will work well, you have to test the website several times in the test environment.

Feedback

And it will be the responsibility of merchants to give feedback to the service provider after testing the development website. The more feedback, the more bugs are fixed.

C. After The Migration

After the migration, merchants still have things that need to get done.

Testing The Development Website

After feedback for the developer to accomplish the website nicely, you will have to test the development website once more before it goes live. 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.

Final Words

Above is the 20-point Magento migration checklist for merchants. If you have any questions, don’t hesitate to ask us right away.

It’s clear that Magento 2 migration is not a simple process, and you need professionals to implement it. And Tigren’s Magento 2 migration service should be your top of choice due to rich-experienced developers, long support period, and affordable pricing.

Let us prepare your migration plan, migrate your site successfully to Magento 2; you only need to give your requirements and feedback to us.

April Lee20-Point Magento Migration Checklist For Merchants

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