Migrating to Shopify Plus requires more than data transfer — it’s a strategic shift in architecture, workflows and platform operations.
This guide outlines key platform differences and provides a step-by-step migration plan tailored to enterprise needs, covering multistore setup, B2B features, integrations and data structure. Whether you're planning internally or with a partner, it’s designed to help you navigate the transition with clarity and confidence.
Critical architectural shifts that shape enterprise migration strategy
Magento offers flexibility through direct server access, custom modules and multistore logic. Shopify Plus takes a structured, API-first approach that emphasises speed, security and scalability.
This change impacts how your storefronts are structured, how integrations are built and how teams work within the platform.
B2B architecture: Translating custom Magento features into Shopify’s native structure
If you're running a B2B store on Magento, your current features are likely built with custom code or third-party modules. Migrating to Shopify Plus means these workflows won’t transfer directly — they need to be rebuilt using Shopify’s native B2B system, which is structured around Companies, Locations, Price Lists and Payment Terms.
While the underlying B2B features are the same in both setups, your navigation, theme customisation and data structure will differ depending on which model you choose.
What needs to be restructured or rebuilt when migrating?
-
Customer hierarchies must be restructured: Shopify uses a native Company model with multiple Locations and assigned users. During migration, you’ll need to translate your existing buyer relationships into this structure, including contact roles, addresses and any permissions tied to specific teams or branches. In a blended store, be sure to scope how B2B users are separated from retail customers.
-
Pricing rules must be rebuilt using Price Lists: Shopify uses Price Lists assigned at the Company or Location level. You’ll need to map all existing custom pricing — including volume breaks — into these lists. All existing customer-specific or tiered pricing must be mapped explicitly, including any volume break rules.
-
Purchase order workflows require reconfiguration: Shopify supports PO numbers and net terms natively within the B2B checkout. You’ll need to transition any manual or app-based PO logic into Shopify’s structured payment term system and review how this integrates with your invoicing or ERP workflows.
-
Quoting flows must be rebuilt from scratch: Shopify does not include a native quoting system. If your Magento store allows buyers to request pricing or submit quotes, that logic must be recreated using draft orders or a compatible quoting app.
-
Rebuild saved lists and advanced ordering tools: Shopify B2B supports quick reordering from past orders, but not saved shopping lists, order templates, or bulk SKU uploads. If your Magento store supports these workflows, you’ll need to reimplement them using wishlist or quick-order apps, metafields, or storefront customisations.
-
Approval workflows must be rebuilt outside of core Shopify: Shopify B2B does not include native support for multi-user purchase approvals, budget limits, or internal procurement flows. These will need to be reconstructed using Shopify Flow or third-party apps that manage logic across touchpoints.
-
Tax exemption and compliance logic must be reviewed and mapped: Shopify handles VAT exemptions and region-specific rules through Shopify Markets and Company profile settings. You’ll need to map existing tax exemption data and ensure it aligns with Shopify’s method of applying tax rules at the company or location level.
For a deeper dive into Shopify’s B2B features — including their use cases, benefits and limitations — see our full guide: Shopify B2B: In-depth evaluation of features, limitations and business fit
Multistore architecture: Replace store views with Markets and Expansion Stores
Magento supports complex multistore setups using a layered architecture of Websites, Stores and Store Views — all managed within a single backend.
Shopify Plus does not use this layered model. Instead, it separates international and multi-regional commerce into two distinct tools that serve different purposes:
-
Shopify Markets allows you to configure currency, language, domain routing, pricing adjustments, taxes and duties within a single Shopify store. It’s ideal when your regions share a common product catalogue and business logic but require localisation.
-
Expansion Stores are separate Shopify stores managed under one Plus license. These are used when regions require operational or legal separation, such as distinct catalogues, pricing structures, tax registrations, fulfilment rules, or payment gateways.
The table below compares how key multistore capabilities are handled in Magento versus Shopify Plus and what you need to plan for when migrating.
| Capability | Magento (Store Views / Websites) | Shopify Plus (Markets & Expansion Stores) | Migration Implications |
| Languages & localisation | Each Store View can have its language, CMS blocks and product descriptions — all tied to the same catalogue. | Shopify Plus supports multiple languages per Market using Translate & Adapt and theme localisation. Markets link each region to its localised content, currency and domain. |
Rebuild Store View translations using Translate & Adapt. Recreate per-region CMS blocks and product content as Market overrides. Confirm multilingual compatibility for themes and apps. |
| Currencies & pricing |
Store Views can display different currencies, but prices are still calculated using the base currency of the Website. Websites are used when regions require different base currencies, price scopes or tax rules. |
Markets can handle prices in different currencies with automatic conversion, rounding and duties. Expansion Stores can handle distinct base currencies or pricing structures per store. |
If you currently use Store Views to localise currency display only, rebuild this using Shopify Markets with currency conversion and Market-level pricing rules. If you use Websites to manage fully independent pricing, base currencies, or tax rules, plan to create Expansion Stores for those regions in Shopify Plus. |
| Product visibility | Product visibility is managed at the Website level. Products must be assigned to specific Websites to appear on that storefront. | Products are shared across all Markets in a store. Catalogs API is used to control product availability per Market. Expansion Stores are required for fully separate catalogues. |
Use the Catalogs API to control which products appear in each Market If regions need completely different catalogues, create Expansion Stores to separate them. |
| Admin roles & user access | Magento offers granular admin permissions through ACL (Access Control Lists). You can create custom roles that restrict user access to specific Websites or Store Views and control exactly what they can see and do. |
Shopify Plus staff permissions are applied per store, with fixed role types. You cannot restrict access by Market, region, or catalogue segment within a store. If you're using multiple stores, Shopify Organizations helps assign staff across them, but each store’s permissions must be managed separately. |
If your Magento store uses shared admin access across regions, Shopify Markets is typically sufficient — recreate user roles per store using Shopify’s built-in permission sets. Use Expansion Stores if teams need fully separate access and manage user assignments through Shopify Organizations. |
| Fulfilment & inventory | Magento’s Multi-Source Inventory (MSI) allows separate stock pools, shipping origins and region-based fulfilment logic within a single backend. |
Shopify Markets shares inventory across all regions. Fulfilment logic is managed through Locations and Shipping Profiles. Expansion Stores enable fully separate inventory and delivery models by region. |
Recreate your regional warehouse and shipping logic using Shopify Locations and Shipping Profiles. If your regions operate with fully independent inventory, warehouses, or delivery rules, use Expansion Stores to separate them. |
| Customer accounts |
Magento shares customer accounts across Store Views, but customer data is scoped per Website. Customer accounts created on one Website cannot be used to log in on another — a separate registration is required. |
Shopify shares customer accounts within a single store. All Markets in a store share the same account pool. Expansion Stores have separate customer databases unless connected via SSO or third-party account linking |
If your Magento store uses a single Website, consolidate customer accounts into one Shopify store. If you’re migrating from multiple Websites, expect to separate accounts across Expansion Stores or implement SSO. Rebuild login flows accordingly. |
| Legal entities & payouts |
Magento allows each Website to use different tax settings, payment gateways and business entities. |
Shopify Plus supports Market-level tax and payout configuration using the BusinessEntity and marketCreate APIs. A single store can handle multiple regions with different tax and payout rules. Expansion Stores are only needed when regions require completely separate tax IDs, payment gateways, or legal entities. |
Assign legal entities and tax settings to each Market during setup. Use Expansion Stores when regions require fully isolated configurations, such as different tax registrations, bank accounts, or financial reporting requirements. |
| SEO & domains |
Magento allows Store Views to use different domains, subdomains, or subfolders. Hreflang and canonical tags are typically managed through theme code or server configuration. |
Shopify Markets supports international domains, subfolders, subdomains and automatic hreflang. Expansion Stores enable fully separate domains and SEO strategies per region. |
Use Markets to manage region-specific domains and SEO from a single store. Use Expansion Stores only if certain regions need their domain, brand identity, or SEO structure (e.g., separate ccTLDs or search strategies) |
Data, theme and SEO structure: Replace Magento’s flexibility with Plus-standard constraints
Magento offers granular control over catalogue entities, page layouts and SEO rules — from attribute sets to PHTML blocks to custom URLs. Shopify Plus, while more capable than Shopify’s standard plans, inherits the same opinionated framework underneath. This means many foundational changes must still be accounted for in an enterprise-tier migration.
Key changes to plan for:
-
Product models must follow Shopify’s variant limits (3 options, 100 variants per product). Configurable and bundled products will require restructuring or apps.
-
Customer accounts can’t be migrated with passwords. All users will need to reset or create new ones after launch.
-
Theme logic must be rebuilt using JSON templates, metafields and Online Store 2.0 components — Magento’s XML and widgets aren’t transferable.
-
URL and SEO logic must align with Shopify’s fixed structure (e.g. /products/, /collections/) and international SEO often requires third-party tools.
For a detailed breakdown of these foundational changes — particularly those related to data, SEO and theming — see our Magento to Shopify migration guide. While focused on standard Shopify plans, the platform constraints described there also apply to Shopify Plus.
Check out architecture: Replace open-ended logic with structured extensibility
In Magento, checkout workflows are open to full-stack modification. Developers can alter templates, inject logic at the controller level and implement multi-step or customer-specific experiences using PHP, layout XML and JavaScript. This flexibility supports highly tailored B2B or regional workflows, but it introduces long-term maintenance overhead and upgrade friction.
On Shopify Plus, checkout is customised through Checkout Extensibility, a modular framework using Shopify Functions (for logic) and UI extensions (for frontend components). This model allows enterprise merchants to add dynamic fields, custom validation, or region-specific content without touching checkout.liquid, which is deprecated for new Plus stores. It’s secure, upgrade-safe and designed for compatibility with Shopify’s app ecosystem.
Migration implications:
Custom checkout features from Magento—like conditional shipping logic, dynamic payment fields, or customer group-specific elements—must be reimagined using Shopify’s declarative, API-first tooling. Teams must adapt to a structured extensibility model and shift business logic out of the theme layer and into Functions or external services.
Payment integration: Adapt to Shopify’s gateway and logic options
Magento allows unrestricted payment integrations, including offline methods, custom PO flows and conditional logic based on user groups, cart rules, or regions.
Shopify Plus standardises payment infrastructure. Merchants use Shopify Payments (where available) or approved third-party gateways. If you opt for a third-party processor, Shopify applies a 0.20% transaction fee. Shopify B2B allows for invoice terms, purchase orders and delayed payments, but any logic outside the native scope must be implemented via Functions or third-party apps.
Migration implications:
Magento-native payment rules—like region-based gateway selection or logic based on cart contents—must be redefined using Shopify Functions or replaced with app-based flows. Invoices and POs for B2B buyers must map cleanly to Shopify’s B2B payment terms system.
POS systems: Align operations with Shopify’s integrated POS
Magento POS setups often involve third-party extensions or plug-ins that maintain separate inventory and order systems, requiring middleware or cron-driven syncs.
Shopify POS, included in Plus, is fully native — sharing catalogue, inventory, customer data and fulfilment logic across channels. This integration eliminates connector complexity, realigns warehouse and register mappings via Shopify Locations and centralises customer profiles and staff permissions.
Migration implications:
Retail operations must be restructured around Shopify’s POS model. This may require reconfiguring inventory sync, onboarding new hardware and training staff on Shopify workflows. Pilot testing is strongly recommended before full rollout.
Rebuilding system integrations: From embedded modules to app-based architecture
Magento’s architecture allows integrations to operate as embedded modules, with direct access to the database, business logic and event triggers. Shopify Plus requires a different approach. All integrations must be decoupled and run as externally hosted services — whether via middleware platforms, private apps, or SaaS connectors. These use Shopify’s REST and GraphQL APIs, with event-driven workflows powered by webhooks. The system boundary is fixed: there is no direct access to Shopify’s backend or infrastructure.
Migration implications:
Enterprise integrations — including ERP, WMS, CRM and tax systems — must be rebuilt as external apps or middleware. Inline sync logic, cron jobs and backend modules used in Magento must be replaced with API- and webhook-based services. For multi-region operations, plan for store-specific configurations, robust error handling and external observability to maintain performance and compliance at scale.
Your internal workflows will shift
In large enterprises, backend workflows are shaped by team structures, compliance requirements and regional operating models. Magento’s backend supports this complexity through deep customisation: scheduled scripts, admin-only modules, role-specific views and tightly controlled reporting logic. These workflows often evolve over the years, tightly coupling business processes to platform behaviour.
Shopify Plus offers a streamlined admin experience but limits backend configurability. Internal processes such as pricing approvals, scheduled content updates, or region-specific order statuses must be restructured using Shopify Flow, APIs, or third-party apps. Custom logic that once lived inside the Magento admin will need to shift into external tools or be rebuilt within Shopify’s automation constraints. Admin roles are defined per store with limited granularity and reporting is standardised — requiring external BI tooling for complex segmentation or governance-level tracking.
Migration implications:
Workflows tied to specific roles, regions, or systems must be redefined around Shopify’s capabilities, with clear process ownership across departments. Global merchandising teams may need to coordinate product changes across multiple Expansion Stores with independent admin interfaces, products and configurations. Support and fulfilment teams may lose some of the custom admin tools they rely on. Enterprises must allocate time for stakeholder discovery, change management and retraining, or risk operational gaps post-migration.
For expert support on implementing these architectural changes at scale, see our Shopify Plus development service. It’s designed to help enterprises rebuild B2B workflows, multistore setups, and integrations within Shopify’s structured ecosystem.
Magento to Shopify Plus migration: Step-by-step guide
This guide breaks down the Magento to Shopify Plus migration into clear, actionable phases — from architecture planning and feature rebuilds to data migration and launch execution.
It’s designed for enterprise businesses, including those with multistore setups and B2B operations. Each step highlights relevant considerations for these use cases to ensure a smooth, structured transition.
Step 1 – Clarify how your business will be structured in Shopify Plus
Before planning any migration activity, clarify how your business will be structured in Shopify Plus. This architecture decision determines how products, pricing, teams and workflows are organised — and whether you’ll use Shopify B2B, Markets, Expansion Stores, or a combination of all three.
There are two key dimensions to consider:
If you sell to both B2C and B2B customers:
If your Magento store serves both retail and wholesale buyers, decide whether to consolidate into:
-
A dedicated B2B store - a completely separate Shopify storefront built specifically for wholesale customers. It has its own theme, content, product catalogue and checkout process, giving you full control over the B2B experience.
-
A blended store serves both B2C and B2B customers from a single storefront. Shopify Plus enables this through Company profiles, price lists, customer tags and conditional Liquid logic to tailor the experience based on customer type. Wholesale buyers can see different pricing, payment terms, or content without needing a separate store.
The right choice depends on how distinct your B2B workflows, pricing and customer experience need to be.
Your choice affects how you structure navigation, product visibility, payment terms and checkout logic across buyer types.
If you operate across multiple regions or brands:
If your current setup includes multiple Websites or Store Views — to manage catalogues, currencies, languages, or tax registrations — evaluate which of these can be consolidated using Shopify Markets and which require Expansion Stores for operational separation. Many enterprise businesses combine these tools: using Markets for unified regions and Expansion Stores, where structural separation is essential.
Step 2 – Categorise your current setup: migrate, rebuild, adapt, or retire
Once your business structure is set, audit your current Magento setup to decide what moves forward and what needs to be reimagined.
Use four categories to plan the scope:
-
Migrate: Core product data, customer records, SEO metadata and static page content.
-
Rebuild: Themes, pricing logic, checkout flows, custom B2B features and integrations.
-
Adapt: Tax rules, shipping methods, order workflows and automation tasks.
-
Retire: Legacy modules, outdated promotions, unused CMS blocks and irrelevant customer groups.
Special considerations for mixed B2B and B2C and multistore:
When scoping what to migrate or rebuild, consider storefront-specific differences across regions or brands, such as tax rules, content, catalogues, or promotions.
For B2B, identify logic tied to wholesale buyers (e.g., quoting, approvals). For multistores, document variation by Market or Expansion Store (e.g. currency handling, CMS blocks, payment gateways).
Step 3 – Create new Shopify Plus stores and apply basic settings
Create the right stores
-
Set up your main store — this may be a blended B2C/B2B storefront, a dedicated B2B store, or your primary D2C store.
-
Create any Expansion Stores needed for separate regions, brands, or business units. These are used when you need different catalogues, tax settings, currencies, or admin teams.
Apply basic settings
-
Choose your store’s base currency, time zone and default language.
-
Add staff accounts and set permissions based on who will be working in each store.
-
Set up Shopify Payments and enable Shopify Markets if you're selling to multiple countries from a single store.
Step 4 – Rebuild B2B features using Shopify Plus
If you’re migrating B2B functionality from Magento, this is where you begin configuring Shopify’s native B2B system to match your wholesale account structure and pricing logic.
-
Create Companies and Locations to reflect your customer accounts, branches, or teams.
-
Assign user access to each Location, ensuring each contact is attached to the right Company and role.
-
Build Price Lists to reflect tiered or contract pricing and assign them to the relevant Companies or Locations.
-
Configure payment terms (e.g., Net 30, Net 60) and enable purchase order support at the Company level.
-
Enable self-serve checkout for B2B users if operating in a blended storefront.
-
Document non-native B2B features: Shopify does not include native support for quoting, order approval workflows, or saved lists. If your Magento store relies on any of these, note them now and identify where third-party apps or Flow-based workarounds may be required. Implementation guidance will be covered in later steps.
Step 5 – Design a multistore architecture with Markets and Expansion Stores
If your Magento store uses multiple Websites or Store Views, this step is where you map your existing regions, brands, or catalogues to the right tools in Shopify Plus:
-
List your current regional, language, or brand-specific storefronts.
-
Decide which storefronts can be consolidated under a single store using Shopify Markets (shared catalogue, localised pricing, domains).
-
Identify regions or use cases that require Expansion Stores (separate catalogues, currencies, fulfilment flows, admin teams, or legal entities).
-
Assign domains and configure Market settings (language, currency, tax, duties) for each region.
-
Set up Price Lists and Catalogues API for market-specific product visibility and pricing.
-
Document which domains are assigned to each storefront and flag any SEO-specific requirements (e.g., region-specific brand identity, separate ccTLDs). You’ll define your full SEO structure during the storefront rebuild (Step 8).
Step 6 – Rebuild checkout and payment workflows
With your store architecture in place, this step focuses on implementing checkout and payment logic using Shopify Plus’s structured extensibility model. This includes support for B2C, B2B, blended experiences and multistore setups across Markets and Expansion Stores.
Rebuild custom checkout logic
Use Shopify Functions for logic-based conditions and Checkout UI extensions for front-end customisations.
-
For all store types (including multi-store using Expansion Stores or Shopify Markets)
-
Apply conditional shipping rates, discount logic, or validation rules using Functions.
-
Use UI extensions to add custom fields (e.g., delivery notes) or display conditional messaging.
-
For B2B (Blended/ dedicated store):
-
In blended stores that serve both B2C and wholesale customers without using Shopify’s native B2B, you can customise checkout using Checkout Extensibility — with logic based on tags, customer email, or cart properties.
-
If you're using native Shopify B2B, Checkout customisation is not supported. B2B checkout features (e.g. PO fields, net terms) apply automatically for logged-in Company users, but the UI and flow cannot be customised at this time.
-
If you require additional logic (e.g. order validation, approvals), use Shopify Flow, draft order workflows, or supported third-party apps.
Implement payment workflows
-
Set up Shopify Payments in supported regions, or integrate third-party gateways where required.
-
Rebuild any Magento-based logic tied to payment method visibility, eligibility rules, or customer group restrictions using Shopify Functions or apps.
-
For B2B stores, ensure payment terms (e.g., Net 30) and PO support are properly configured in Company profiles.
-
For multistores, configure payment gateway selection based on currency, tax rules, or legal entity requirements in Markets or Expansion Stores.
Recreate tax and shipping rules
-
Define Shipping Profiles and Locations to match regional fulfilment and rate logic.
-
Set up tax rules and exemptions through:
-
Markets (region-specific VAT, duties)
-
Company settings (B2B tax-exempt logic)
-
Expansion Stores (store-level overrides)
Step 7 – Rebuild or replace core integrations using the API-first approach
Magento integrations often rely on direct database access or custom modules. Shopify Plus uses the API-first approach, so all core integrations must be rebuilt or replaced.
How to rebuild your integrations:
-
List all systems that need to connect to Shopify: ERP, WMS, CRM, PIM, accounting, tax and marketing tools.
-
Choose your integration method:
-
Use middleware platforms like Celigo, Patchworks, MESA, or Alloy for fast deployment with error handling and low maintenance.
-
Use custom apps or scripts (private apps) if you need full control or complex workflows.
-
Replace database-level syncs with API-based connections:
-
Use webhooks to trigger real-time syncs for events like order creation, fulfilment, or product updates.
-
Use scheduled jobs for non-critical updates (e.g., customer tagging, price updates).
B2B integration specifics:
-
Confirm your ERP or CRM supports Shopify B2B entities:
-
Companies (business accounts)
-
Locations (shipping branches or departments)
-
Price Lists (tiered or contract pricing)
-
Payment terms (e.g., Net 30)
-
Use Shopify’s Admin API or B2B GraphQL endpoints to push/pull this data.
-
For PO-based workflows, sync draft orders or create flags in your ERP to support manual review, invoice generation, or credit checks.
Multistore integration specifics:
-
If you're using Expansion Stores, configure integrations per store, with separate API keys, environment configs and possibly different fulfilment or tax logic.
-
If you're using Shopify Markets, implement logic within your middleware or integration app to handle region-based rules (e.g., tax, currency, inventory routing) inside a single store.
-
Ensure reporting and inventory logic accounts for store or market-level separation.
Final implementation checks:
-
Add error handling and logging for order syncs, fulfilment status updates and product inventory.
-
Run integration tests in a staging environment before going live.
-
Confirm all core workflows function reliably under expected order volume and sync frequency.
Step 8 – Migrate key data from Magento to Shopify Plus
Core migration steps (for all stores)
-
Customers
-
Export customer data from Magento and deduplicate by email address.
-
Plan for a password reset or invitation flow — encrypted Magento passwords cannot be migrated.
-
Apply tags or segmentation to customers for marketing, loyalty, or merchandising use.
-
Products
-
Convert Magento’s configurable, bundled, or grouped products into Shopify’s product and variant model.
-
Adhere to Shopify’s limits: a maximum of 3 options and 100 variants per product.
-
Import product information, media, inventory levels and any metafields required for filtering, personalisation, or app logic.
-
Orders (historical only)
-
-
Import historical orders only after the customer and product data have been completed.
-
Use a third-party tool or custom script to map line items, financial totals and order statuses.
-
Store legacy data such as Magento Order IDs or payment methods in order tags or metafields, as Shopify orders cannot be edited once imported.
-
Migrate each dataset in sequence and validate in staging before going live. Pay special attention to how customer records, pricing logic and product references link across systems to avoid data integrity issues during launch.
For complex migrations or ERP-connected systems, On Tap’s Integration Flow can streamline API-based data sync between Magento and Shopify, reducing manual handling and improving consistency across platforms.
Additional considerations for B2B stores
-
Import Companies and their associated Locations using Matrixify or the Shopify Admin API.
-
Ensure each B2B customer is linked to the correct Company and Location, preserving user relationships for payment terms and Price List access.
-
Assign Price Lists to Companies or Locations using import tools or the API.
-
Store additional B2B metadata — such as contract IDs or account classifications — in metafields or tags for use in reporting or integrations.
Additional considerations for multistore setups (Markets or Expansion Stores)
-
Identify which data belongs in each store or market:
-
For Markets (within a single store): use Shopify’s Catalogues API, localised content and regional pricing tools.
-
For Expansion Stores: run store-specific imports with only the relevant customers, products and historical orders per store.
-
Localise product information and pricing to reflect the language and content requirements of each region.
-
Ensure order history and customer data align with your reporting and fulfilment logic per store or market.
-
Apply tagging or metafields where needed to distinguish region-specific behaviour for analytics, personalisation, or tax processing.
Step 9 – Rebuild your storefront with 2.0 themes, functionality and SEO structure
Core storefront build (all stores)
-
Set up your theme
-
Choose a 2.0-compatible base theme or commission a bespoke build tailored to your catalogue and merchandising requirements.
-
Recreate homepage, product and landing page layouts using JSON templates and theme sections.
-
Replace Magento elements such as widgets and PHTML blocks with metafields, app blocks, or custom Liquid sections.
-
Rebuild storefront functionality
-
Reimplement key features like site search, layered navigation and quick order using Shopify-compatible apps or theme logic.
-
Replace Magento-specific elements — such as “add to quote” buttons, promotional carousels, or cross-sell logic — with equivalent Shopify apps or dynamic sections.
-
Ensure integration with critical third-party services (e.g. product reviews, loyalty programs, subscriptions) via app blocks or embedded scripts.
-
Implement personalisation logic
-
Use metafields, tags, or customer-specific conditions to personalise the layout, content, or visibility of elements.
-
Apply dynamic sources to support theme content that changes based on user type, region, or catalogue segment, avoiding hardcoded content duplication.
-
Define your SEO structure
-
-
Align your domain and URL strategy with your multistore setup:
-
Use subfolders, subdomains, or ccTLDs based on your regional SEO needs.
-
Implement hreflang and canonical tags using theme logic or supported SEO apps.
-
-
Rebuild navigational structures, collection pages and CMS blocks with SEO consistency and clean URL formatting in mind.
-
Additional considerations for B2B
-
In blended storefronts, use customer tags or Liquid logic to surface B2B content or hide retail-focused messaging.
-
If using quoting or requisition apps, ensure they are embedded into the storefront experience (e.g. “Add to Quote” or bulk order upload tools).
Additional considerations for multistore setups
-
For stores using Shopify Markets, localise content by region using Translate & Adapt, per-market metafields, or theme-based overrides.
-
For Expansion Stores, configure each storefront independently and apply region-specific layouts, content and apps where needed.
-
Validate that third-party features (e.g. reviews, upsells, filters) are scoped appropriately to each store or market.
Step 10 – Redesign internal workflows and operations
Shopify Plus offers a streamlined admin experience with structured roles, built-in automation and fewer low-level configuration options than Magento. This step focuses on rebuilding the backend workflows your team relies on, especially those previously handled via cron jobs, admin modules, or custom scripting.
Rebuild core operational workflows
Identify and document key Magento processes that need to be reimplemented:
-
Order status management, fulfilment steps and return handling
-
Manual discounting and custom approval flows
-
Scheduled content updates, promotions and merchandising rules
-
Staff-specific dashboards or content visibility rules
-
Reporting tasks previously managed by custom scripts or admin exports
Reimplement using Shopify-native tools
-
Use Shopify Flow to replace rule-based automation such as internal alerts, tag-triggered actions and task routing.
-
Use Shopify APIs or private apps for advanced scheduling, complex logic, or systems integration.
-
Replace manual workflows or admin-only tools with apps, embedded dashboards or integrated reporting wherever feasible.
Additional considerations for B2B workflows
-
Replace custom B2B tasks like quote approvals, PO processing, or account reviews using Shopify Flow or your ERP system.
-
Use metafields, tags or custom views to help internal teams filter and manage Company orders and customer-specific terms.
-
Document how payment terms, B2B pricing logic and account statuses are managed post-migration.
Additional considerations for multistore operations
-
Use Shopify Organizations to manage admin access and roles across Expansion Stores.
-
Define region-specific workflows for fulfilment, tax handling, or promotions and document which teams are responsible per store.
-
Avoid duplication of tasks across stores where centralisation is possible (e.g. via middleware or reporting layers).
Prepare your team for operational change
-
Train key team members on new admin workflows well before launch — especially those in fulfilment, merchandising and customer service roles.
-
Document responsibilities for managing automation, reports and cross-store coordination.
-
Replace any internal reporting tools with Shopify’s built-in analytics, or connect to third-party BI platforms as needed.
Step 11 – Run final quality assurance and prepare for launch execution
Once your Shopify Plus store is configured, populated and integrated, shift focus to pre-launch execution. This step ensures everything performs as expected — from frontend UX to backend data and third-party systems — and that both customers and internal teams are ready for the transition.
Test core storefront functionality
-
Devices: desktop, mobile and tablet
-
Buyer types: B2C, B2B, guest and returning customers
-
Flows: login, password reset, cart, shipping, payment, checkout and order confirmation
-
Data accuracy: product pricing, stock status, tags, metafields and order history (if migrated)
-
Theme elements: navigation, search, filtering, embedded apps and dynamically rendered sections
-
Additional considerations for B2B stores
-
Test checkout as a logged-in Company user to confirm Price Lists, net terms and PO workflows function correctly
-
Validate visibility and accuracy of B2B-only elements, such as reorder tools, account dashboards, or saved lists (if applicable)
-
Additional considerations for multistore
-
Validate Market-specific pricing, tax, language and content within a single store using Shopify Markets
-
For Expansion Stores, confirm region-specific apps, fulfilment logic and admin configuration
-
Check currency displays, localised SEO elements and any differences in payment or shipping options
Add customer-facing notices and onboarding
-
Update login and account pages to explain Shopify’s account model — especially if order history was not carried over.
-
Add notices for password reset, new account invitations, or loyalty program changes.
-
Include in-theme alerts or help text where functionality has changed or moved (e.g., quoting, invoices, reorder actions).
Finalise technical launch readiness
-
Freeze Magento admin changes 24–48 hours before cutover to ensure data consistency.
-
Finalise your SEO redirect map and test for broken links, canonical logic and analytics continuity.
-
Configure DNS and domain-level settings (SSL, email, tracking) for all live storefronts.
-
Confirm third-party apps are correctly installed and functional under production URLs.
-
Verify that integrations (ERP, CRM, WMS, tax, etc.) are syncing with production credentials and behaving as expected.
Prepare the cutover execution and ownership
-
Choose a stable trading window to minimise disruption — avoid major campaigns or promotions.
-
Define rollback or contingency plans for critical failure scenarios.
-
Assign named owners to DNS changes, final validation, support coverage and issue triage.
-
Communicate go-live plans across teams, especially fulfilment, support and leadership.
Step 12 – Post-launch optimisation
Once your new Shopify Plus store is live, shift focus from go-live stability to performance, usability and operational refinement.
To optimise after launch:
-
Monitor core metrics: page speed, conversion rate, add-to-cart behaviour and checkout completion across all buyer types.
-
Validate integrations and automation flows under live conditions (e.g. ERP sync, pricing updates, fulfilment triggers).
-
Collect feedback from internal teams and key customers — especially B2B accounts — to uncover missed workflows or UX gaps.
-
Prioritise enhancements using data and frontline feedback (e.g. theme adjustments, navigation improvements, B2B content gaps).
-
Review app usage, identify overlaps and consolidate where possible to reduce cost and complexity.
-
Begin rolling out deferred features like advanced Shopify Functions, Shopify Flow automation and regional expansion logic.
Migrating from Magento to Shopify Plus involves more than data transfer — it requires rethinking store architecture, rebuilding B2B workflows, restructuring integrations and aligning teams. If your team doesn’t have a profound experience with both platforms, partnering with an agency can help avoid costly missteps.
The right agency should offer:
-
Proven Magento to Shopify Plus experience — especially for businesses with B2B features, multistore setups and deep customisation.
-
Full delivery capability — including theme rebuilds, data transformation, API-based integrations and go-live orchestration.
-
Platform fluency — across Shopify Functions, Checkout Extensibility, Markets, Flow and the new B2B suite.
-
Structured methodology — with clear workstreams, staging environments, QA loops, rollback coverage and post-launch support.
On Tap brings over 19 years of eCommerce delivery experience, specialising in complex, large-scale migrations for scaling and enterprise-level businesses.
We’re one of the few agencies with deep operational and architectural expertise in both Magento and Shopify Plus, giving us a unique ability to translate platform-specific logic, data models and business workflows without loss or compromise. Whether you're rebuilding multistore architecture, replicating advanced B2B flows, or restructuring custom integrations, we ensure every aspect aligns with Shopify Plus’s structured ecosystem.
-
100% success rate on platform migrations across Magento and Shopify
-
Strategic consultation to guide scoping, platform decisions and long-term architecture alignment
-
Full-stack delivery capability, covering theme rebuilds, backend development, data migration and API integrations
-
Battle-tested methodology grounded in enterprise governance, technical QA, risk mitigation and long-term maintainability
If your business needs an experienced partner to lead a critical re-platforming initiative, On Tap delivers with precision, clarity and confidence—from start to finish.
Conclusion
Migrating from Magento to Shopify Plus involves more than moving your data — it requires rethinking how your products, storefronts, workflows and integrations are structured within Shopify’s framework.
In this guide, we’ve covered:
-
Key platform differences in handling multistore logic, checkout flows, integrations and B2B customer relationships will shape your migration strategy.
-
A phased migration process — from business modelling and store setup to data import, theme rebuilds and launch preparation.
If you're preparing for a large-scale migration, a smart move you can make is choosing a partner who’s done it before—strategically, accurately and without compromise. As a certified partner with deep experience in both platforms, we help merchants transition without disruption and unlock the full potential of Shopify Plus from day one. Talk to On Tap to explore how we can support your Magento to Shopify Plus migration.


