Migrating a store to Magento 2 – data, integrations and SEO

We move working stores to Magento 2 together with their data, integrations and sales processes. We start by establishing what is worth migrating, what needs rebuilding and what should not go into the new system at all.

The new platform is built while the current store keeps running. The launch date follows from the readiness of the data, the integrations, the tests and the client's team.

  • a working store
  • Magento 2
  • data migration
  • integrations
  • SEO and redirects
  • launch
Current storestarting pointsource platformdata and contentintegrationsprocesses outside the storeMigration layerdecisions and testsinventorydata mappingtrial migrationslaunch checklistMagento 2target platformCompany systemsERPPIMWMSanalytics
Current storestarting point
  • source platform
  • data and content
  • integrations
  • processes outside the store
Migration layerdecisions and tests
  • inventory
  • data mapping
  • trial migrations
  • launch checklist

Magento 2target platform

Company systems

  • ERP
  • PIM
  • WMS
  • analytics
The target architecture is designed after the current store has been inventoried.

When is it worth migrating a store to Magento 2?

When the current platform starts to limit growth in sales. Migration becomes a real subject once the store is still selling, but every further change needs a workaround, manual work or an ever larger budget.

The source of the problem can be the platform's architecture, the way the integrations were built, a sales model that does not fit, or years of neglect. Changing system on its own will not remove every one of those problems.

Before a migration starts we check which limits genuinely come from the platform and which can be removed without changing it. If Magento 2 is justified, we put the dependencies in order and establish the target model for how the store works.

  • Every new market means building a separate store

    Content, prices, payments and integrations are copied by hand. Each change then has to be applied in several places.

  • Systems exchange data through workarounds

    Information about products, stock, orders and customers needs manual corrections or extra spreadsheets.

  • The platform limits the B2B model

    Individual price lists, credit limits, user roles and the order approval process require separate tools or solutions outside the store.

  • Every larger change turns into its own rescue project

    The team does not know how a new feature affects the remaining modules. Even a small update can trigger a series of fixes.

  • Maintenance cost grows faster than the value of the platform

    The budget goes into repairing old dependencies while sales growth is pushed into the following months.

Which platforms can a store be migrated to Magento 2 from?

The starting point rarely looks the same twice. Below are the platforms we have actually moved stores off, and what decides the scope of the work in each case.

How a migration runs depends not on the name of the source system but on the form in which it hands over its data: an export, an API or a direct read from the database. That is why the first step is always an inventory of what genuinely exists in the current store and can be got out of it.

  • Magento 1

    The same family of platforms, but different code: modules, theme and customisations cannot be carried over as they are. We migrate the data and rebuild the features on the Magento 2 architecture.

  • CS Store

    We read the data from CSV exports and directly from the old platform's database. That is how the SklepBaterie.pl catalogue moved: around 181,000 products together with customers, orders, CMS content and the blog.

  • A SaaS platform

    A closed system hands over only what it can export. We settle the scope after checking which data can be got out of it and which simply is not in the export.

  • Another platform or a bespoke build

    PrestaShop, WooCommerce, Shopify or a store written to order — what decides the scope is access to the data and the quality of its structure, not the name of the platform.

Whatever the source platform, we begin with a trial migration. Only that shows how much of the data needs cleaning and how long the import really takes.

A migration covers data, sales and the systems around the store

The scale of a migration does not follow from the number of products alone. Two stores with a similar catalogue can need a completely different scope because of their data structure, their sales rules and the number of systems connected to the store.

Some information can be moved automatically. The rest has to be cleaned, made consistent or rebuilt before the import. That applies in particular to historical data, product variants, discounts, price lists and custom attributes.

The scope also depends on the sales model. We prepare a D2C migration one way, retail combined with wholesale another, and a platform with individual B2B terms differently again.

  • Data and content

    Products, categories, variants, attributes, images, descriptions, information pages, guide articles and files.

  • Customers and sales history

    Customer accounts, addresses, consents, orders, statuses, documents and the information needed for further service.

  • Price lists and sales rules

    Discounts, coupons, customer groups, special prices, B2B terms, minimum quantities and product availability rules.

  • Integrations

    ERP, PIM, WMS, CRM, payments, deliveries, marketplaces, marketing automation and other systems the company uses.

  • Frontend, SEO and analytics

    Category structure, URLs, metadata, redirects, search, checkout, analytics events and product feeds.

Migration scope map. Scope map: five migration areas connected to a central Magento 2 platform — data and content, customers and orders, sales rules, integrations, and frontend, SEO and analytics.
Magento 2target platform
  1. Data and content
  2. Customers and orders
  3. Sales rules
  4. Integrations
  5. Frontend, SEO, analytics

Every element of the current store needs a decision

Copying the store one to one also carries old workarounds, unused modules and processes the company has already changed into Magento 2.

A feature stays in scope when it has a business owner, a justified purpose and a clearly defined acceptance condition. The remaining elements are rebuilt, switched off or left in an archive.

Every element of the current store needs a decision
DecisionWhen an element belongs in this groupExamples
We migrateThe element still works correctly, matters to sales and can be reproduced in Magento 2 without keeping an unnecessary dependency.product dataactive customer accountscontent that drives trafficsales rules that work
We rebuildThe process is still needed, but the current way of running it is expensive, hard to operate or a poor match for the Magento 2 architecture.an integration built on file exchangemanual handling of price listsextensive discount rulesthe B2B order approval process
We switch off or archiveThe element is not used, duplicates another feature or only serves to read historical data.inactive modulesold campaigns and couponsunused attributeshistorical data not required in day-to-day service

We migrate

The element still works correctly, matters to sales and can be reproduced in Magento 2 without keeping an unnecessary dependency.

Examples

  • product data
  • active customer accounts
  • content that drives traffic
  • sales rules that work

We rebuild

The process is still needed, but the current way of running it is expensive, hard to operate or a poor match for the Magento 2 architecture.

Examples

  • an integration built on file exchange
  • manual handling of price lists
  • extensive discount rules
  • the B2B order approval process

We switch off or archive

The element is not used, duplicates another feature or only serves to read historical data.

Examples

  • inactive modules
  • old campaigns and coupons
  • unused attributes
  • historical data not required in day-to-day service

The largest risk appears where data and integrations meet

Products, prices, stock, customers and orders have to land in the new structure in a way that is consistent with the systems that will still be used after the migration.

Every integration requires establishing which system is the source of a given piece of information, in which direction the data is passed and how the system should behave on an error.

A trial migration is used to check the mapping, the completeness of the data and the time needed to process it. The results of the trial feed into the plan for the final switchover.

inbound dataoutbound dataPIMERPWMSMagento 2sales channelsCRM and marketingautomationanalytics

inbound data

  • PIM
  • ERP
  • WMS

Magento 2

outbound data

  • sales channels
  • CRM and marketing automation
  • analytics

Directions of exchange in this example

  • PIM passes product data to Magento 2 and on to the sales channels
  • ERP and Magento 2 exchange prices, stock and orders in both directions
  • WMS works with ERP or directly with Magento 2
  • CRM and marketing automation receive customer and order data
  • analytics receives store events
  1. 01

    Map of data sources

    We establish where information about products, prices, stock, customers and orders originates. Magento 2 should not take over responsibility for data that belongs to ERP or PIM without a deliberate decision.

  2. 02

    Transformation rules

    Field names, formats, identifiers and relations often differ between platforms. The migration rules have to define how they are transformed.

  3. 03

    Trial migration

    A trial run reveals gaps, duplicates, broken relations and data that cannot be used without correction.

  4. 04

    Validation after migration

    Checksums, data samples, customer accounts, test orders and the information exchanged with external systems are all checked.

Book a technical call

The form has a field for flagging that you need a technical call with the person responsible for the architecture.

The process runs from an audit of the current store to stabilisation after launch

The schedule is prepared once the data, integrations, functional scope and business constraints are known. The number of products is not enough for a credible assessment of the project.

Each stage ends with a material or a decision that becomes the basis for the next step. Scope should not move into delivery until it is clear who is responsible for accepting it.

  1. 01

    Inventory of the current store

    We gather information about the platform, the data, the modules, the integrations, SEO traffic, analytics and processes handled outside the store.

    Resulta list of areas that require migration, a rebuild or switching off

  2. 02

    Target model

    We establish how Magento 2 is to handle sales, markets, customers, price lists, the catalogue and connections to other systems.

    Resultthe target functional scope and architecture

  3. 03

    Data mapping

    Every data type is given a source, a destination, a transformation rule and a way of validating it.

    Resulta data migration specification

  4. 04

    Building the store and the integrations

    The frontend, the Magento 2 configuration, the business features and the connections to company systems are built.

    Resulta version ready for a trial migration and testing

  5. 05

    Trial migrations and testing

    Data, purchase scenarios, operational processes, integrations, performance and the store's behaviour on errors are all checked.

    Resulta list of fixes and a decision on readiness for launch

  6. 06

    Preparing the launch

    The order of switching the domain, the data, payments, integrations, analytics and redirects is established.

    Resultan accepted launch checklist

  7. 07

    Launch and stabilisation

    After the switchover, orders, data, integrations, application errors, indexing and the most important customer paths are checked.

    Resulta working platform handed over to maintenance and growth

SEO migration to Magento 2 — URLs, redirects and indexation

Changing platform changes the addresses, the templates and the way metadata is generated. Visibility in Google depends on whether each of those has a prepared counterpart in the new store before the switchover begins.

The SEO plan is made together with the migration scope, not after launch. A URL map can only be built while the old store is still running and can be crawled.

  1. 01

    URL map

    We collect the addresses of the old store — from its sitemap, a crawl and Search Console data — and set them against the addresses Magento 2 will generate. That list is what shows how many addresses really change.

  2. 02

    301 redirects

    Every address that stops existing gets a permanent redirect to its counterpart. Redirect chains are cut to a single hop, and addresses with no counterpart are listed separately and decided on deliberately.

  3. 03

    Metadata and headings

    Titles, descriptions and H1s move with the content or are generated afresh under agreed rules. The patterns for categories and products are confirmed before the catalogue is imported.

  4. 04

    Canonicals and parameters

    We set canonical addresses for categories, filters, pagination and language versions, so the new platform does not start competing with itself for the same queries.

  5. 05

    Sitemap and robots

    The new XML sitemap covers the addresses meant to be indexed and leaves out filter results and technical pages. The robots.txt rules are confirmed before launch, together with the list of resources needed for rendering.

  6. 06

    Indexation after launch

    Once switched over we lift the blocks from the production environment, submit the new sitemap and check how Google moves through the new addresses and redirects.

  7. 07

    Visibility monitoring

    For the first weeks we watch server responses, indexing errors, traffic on the most important pages and the positions of selected queries. A drop shows up in the logs and in Search Console before it shows up in revenue.

A migration is also the moment when the category and URL structure can be changed deliberately. There is one condition: the change has to be planned together with the redirect map, not discovered after launch.

Switching over to Magento 2 needs a plan for data, orders and the team

The new Magento 2 is built next to the store that is still selling. Before the switchover you have to establish the moment changes are frozen, how the last data is moved and in what order services are brought up.

The extent of any technical downtime depends on the source platform, the volume of data and how the integrations work. We do not declare its length before a trial migration and switchover testing have been carried out.

Before launch, the scope of changes that may still be made in the source store is agreed. That covers orders, customers, stock, content and prices. Data changed after the main copy was taken has to be included in the final synchronisation.

How they are moved depends on the data structure and on the system responsible for fulfilling orders. The plan has to set a cut-off time, the way of validating the result and how to handle orders that are mid-fulfilment.

Readiness should be confirmed by the people responsible for the business, the technology and day-to-day sales operations. Each of them accepts scenarios defined in advance.

The team monitors order placement, payments, communication with systems, application errors, analytics and the most important pages that drive traffic. The list of checks is prepared before launch.

After launch the store can be taken under AURORA CARE maintenance, with an agreed level of response to incidents and an update plan.

The SklepBaterie.pl store on Magento 2 with a Hyvä frontend after migrating off CS Store

A Magento 2 migration in practice — SklepBaterie.pl

A store with a very large catalogue moved off CS Store onto Magento 2 with a Hyvä frontend, together with its customers, orders, content and the way it serves business buyers.

Source platform
CS Store. We took the data from CSV exports and directly from the old platform's SQL database, because the export alone did not hand over the whole catalogue.
Migration scope
Products, customer accounts, orders, CMS content, blog posts and the category structure.
SEO
91% of the existing URLs were preserved, so the store entered the new platform without rebuilding its whole address structure.
Integrations and B2B selling
Magento 2 connected to WF-Mag, Przelewy24, InPost, SMSAPI, Ceneo and OpenSearch among others, with business customers recognised by their tax number.
  • 181,000products in the migrated catalogue
  • 91%of URLs preserved
  • 1switchover to production

See how the catalogue, customers and orders were migrated, and what made preserving the URLs possible.

See the SklepBaterie.pl case study

Magento 2 makes sense with a complex sales model and frequent growth work

A migration should solve specific limitations. The platform's popularity alone, or a plan to increase sales, is not enough to justify the project.

Magento 2 usually suits companies for which the store is an important revenue channel and has to work with processes that run outside the website.

With a simple catalogue, few integrations and a need to launch quickly, another platform may require a smaller budget and less work on the organisation's side.

Signals of a good fit

  • the store is to serve several markets, languages or brands
  • the company combines B2C and B2B sales
  • prices and the offer depend on the customer, the market or the channel
  • ERP, PIM, WMS or CRM have a large influence on day-to-day sales
  • the growth plan involves frequent changes and company-specific features
  • e‑commerce accounts for a significant share of revenue
  • the current platform forces manual work or separate solutions

Signals that another solution should be compared

  • the store has a simple catalogue and a standard purchase process
  • the company does not need extensive integrations
  • the primary criterion is the lowest launch cost
  • the team is not planning individual sales processes
  • the main problems come from neglected maintenance rather than platform limits
  • the organisation has no resources to prepare data and make project decisions

A first assessment of scope takes six pieces of information

A sound estimate needs knowledge of the data, the integrations and the way sales actually run. A figure given on the strength of the store's address alone would rest on assumptions.

You do not have to prepare full technical documentation. To begin with, a description of the current state, the main reason for migrating and the systems that affect sales is enough.

  1. 01

    Store address and current platform

    We need to know the system in use, its version and how it is maintained.

  2. 02

    Reason for considering a migration

    Technology limits, maintenance cost, expansion, the B2B model, integrations, performance or a change in the way you sell.

  3. 03

    Sales model

    B2C, D2C, B2B, several brands, several markets, language and currency versions.

  4. 04

    Scale of the data

    Catalogue, variants, customers, orders, content and historical data.

  5. 05

    Systems connected to the store

    ERP, PIM, WMS, CRM, payments, deliveries, marketplaces, analytics and marketing.

  6. 06

    Business constraints

    Important deadlines, the sales season, planned campaigns, changes to the offer and the availability of your team.

A new store needs maintenance, growth and the right infrastructure

A migration ends with the platform going live. Day-to-day care, planned changes and infrastructure administration have separate scopes and different terms of cooperation.

If a Magento 2 project has already been started by another supplier and never launched properly, the right path may be finishing the store rather than a full migration.

  • AURORA CARE

    Maintenance of a live Magento 2, incident handling, updates, monitoring and an agreed level of response.

    See AURORA CARE
  • AURORA EVOLUTION

    Planned store growth, new features and work estimated before a task starts.

    See AURORA EVOLUTION
  • Magento 2 hosting

    Infrastructure, server administration, backups and the parameters Magento 2 needs to run stably. Scope to be confirmed with the team.

    See Magento 2 hosting
  • Finishing a Magento 2 store

    Taking over a project that was started but never reached a state that allows a safe launch.

    Let's discuss an unfinished project

FAQ — migrating a store to Magento 2

The scope, the schedule and the way you launch depend on the current platform, the data, the integrations and the sales model.

Let's discuss the migration plan

The scope can cover product data, customers, orders, content, sales rules, the frontend, integrations, SEO and analytics. Before a schedule is prepared we establish which elements are migrated, rebuilt or left outside the new store. The target platform — catalogue, cart and admin panel — can be checked in the Magento 2 demo.

We have moved stores off Magento 1, off CS Store and off SaaS platforms. How it runs, though, depends not on the name of the source system but on the form in which it hands over its data — an export, an API or a direct read from the database. The individual projects are described in the source platforms section on this page.

Yes. In the SklepBaterie.pl migration we moved customer accounts and orders together with the catalogue, the CMS content and the blog. Passwords usually do not come across in readable form, so the plan has to cover how customers log in for the first time in the new store. Some historical data can also stay in an archive if it is not needed day to day.

No. Data needed in current sales should either be in the new platform or remain available in the source system. Some historical data can go into an archive if it is not needed for day-to-day service.

Yes. The new Magento 2 is built alongside the store that is still selling, and that store keeps selling until the switchover. Before launch we agree how to handle the data created between the main migration and the launch of the new platform — orders, customers, stock and prices.

Technical downtime depends on the source platform, the volume of data and how the integrations work, so we do not declare its length before a trial migration and switchover testing. It is the trial migration that shows how long the final synchronisation takes and what genuinely has to be stopped.

Yes. A map of old and new addresses and a list of 301 redirects are prepared, and with them the metadata, canonicals, sitemap and indexing rules. After launch we monitor server responses, indexing errors and traffic on the most important pages. The whole scope is set out in the SEO migration section.

It can, and often it is worth it, because a migration is the one moment when such a change does not need a project of its own. There is one condition: the new structure has to be built together with the redirect map, before the catalogue import starts. A change discovered after launch means a second round of redirects and a second drop in visibility.

Yes. Magento 2 has a different architecture, so the theme, the modules and the customisations of Magento 1 cannot be carried over as they are — the data moves, the code is written again. We rebuild the features on Magento 2 and usually build the frontend on Hyvä. It is also the moment to drop modules the store has stopped using.

That depends on their current architecture, the available API, the documentation and the target split of responsibility between systems. Some connections can be adapted, others require a new integration.

Selected elements of the identity and the user experience can be kept. A migration is also an opportunity to put the information structure, the checkout and the features that cause problems in the current store in order.

The largest influence comes from the volume and quality of the data, the integrations, custom processes, the target sales model, the number of markets, the frontend and the scope of testing. The number of products alone is not enough to assess the cost.

A schedule can be prepared once the scope has been inventoried. A store with a simple catalogue and a few integrations will need a different plan from a platform serving several markets, a B2B model and extensive warehouse processes.

With a simple sales model, few integrations and a need to launch quickly, a smaller platform can be easier to maintain. The assessment should also take in the capabilities of your team and the growth plan for the coming years.

Let's start with the current platform, the data and the integrations

On the first call we will establish why you are considering Magento 2, which sales processes have to be preserved and where the current store limits growth.

Małgorzata Gudalewska, Head of Sales at Aurora Creation

Małgorzata Gudalewska

Head of Sales

+48 664 531 867[email protected]
[email protected]ul. Jana Henryka Dąbrowskiego 28, 15-872 Białystok, Poland

Useful materials, if you have them

  • a list of the integrations in use
  • documentation for the current platform
  • a description of custom processes
  • figures for the number of products and orders
  • a list of markets and language versions
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