Migrating an online store to another site

Updated on 27-March-2018 at 3:27 PM

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This is a step-by-step guide on how to migrate the eCommerce aspects of your site from one Online Business site to a new Online Business site. If you are migrating your entire site, please ensure you have followed the initial steps outlined in the site migration article. Use this guide to create a copy of the existing online store functionality that you have implemented. For the purposes of this article, the site you are migrating from is called the source site while the site you are migrating to is called the destination site.

Migrating an online store is a manual process that will require you to use FTP as well as the Import function.

Exporting products

The first step is to export the products from your source site. To do this, go to Admin -> Ecommerce -> Products -> Export  and save the file as Excel spreadsheet locally as we will require this file in the next step.

Re-importing products

The next step is to re-import your products into your destination site. To do this, you must ensure that the spreadsheet you have exported in the previous step matches the format of the import template file found via Admin >Ecommerce >Products >Import Products > Download Import template file.

You will find that the product export you have done in the previous step will have the same fields as the import template file except for the last two colums 'Product URL' and 'Product Affiliate URL', you will simply need to delete these columns as the system will automatically generate this data. You can delete these columns in Excel. Right-click on the column and select Delete as shown below:

If your product export has not exported with any product code, you will need to ensure that you add your own unique product codes for this column or the import will fail. This can be as simple as 1, 2, 3, etc. A simple way to do this would be to use the Excel Auto Fill options, by placing a '1' or 'A' in the first field, placing your cursor on the bottom right hand corner of the field and dragging this down to populate all your products:

When you are ready to import your file you must save your file in either a CSV or TAB delimited format. To save your Excel file in either of these two formats select Save from the File menu.

Note: If you choose the CSV option, each column is separated by a comma. You cannot use commas inside any of your columns.

To import your new product spreadsheet that you have just saved, open your destination site and go to Admin > Ecommerce > Products > Import Products . From here, click on the 'Browse..' button next to file to import section, and select the file product spreadsheet you would like to import. Make sure that all of the other options are correct, such as the file type (depending on how you saved your file, either CSV or Tab delimited). Scroll down to the bottom of the page and click Next. You'll be prompted to check that you have reviewed the import template file. Click OK.

The following screen will display a preview of the import file. Check that the fields match up against the correct columns. If everything looks ok, click Import:

To make sure that the import was successful, check your new products in the destination site by going to Ecommerce > Products.

Uploading product and catalog images via FTP

In this section, you'll learn how to FTP all of the images from your source site to your destination site in the same directory structure. For example, if your product image was found in the /images/coffee/ directory in your source site, then ensure you upload this image to the same folder in your destination site. For further details on how to upload your files via FTP, please see the FTP site migration article.

Migrating catalog details

If you have successfully imported your products successfully as above, you will find that this has also created your Catalogs from your source site to your destination site. However, there are a few catalog details that need to be manually set, such as the catalog's image, template and description. To updates these details, go to Ecommerce > Catalogs and select a catalog to edit.

Online Shop Layouts

To copy over your online shop layouts from your source site to your destination site, the easiest way to do this would be to copy and paste the HTML of the layout from the source to destination site. To do this, first access your source site and go to Admin > Site Manager > Module Templates > Online Shop Layouts

You'll see a list of your online store layouts. Click on one of the layouts to bring up this layout.

Once you have brought up the layout you want to copy, the next step is to click on the HTML view button <> at the bottom of the editor:

The HTML code for this layout is displayed. Select all and copy this code. Next, open the same layout in your destination site via same process. Paste the code you have copied from your source site into the destination site layout.

Other eCommerce options

Shipping options

The shipping options will need to be replicated on your destination site exactly as they are setup on your source site. You'll need to do this manually. Follow these steps:

First, make note of the information on your source site regarding your shipping options via Ecommerce > Shipping Options. Recreate this on your destination site by accessing the same page and filling in these details. Ensure you click the 'Show more options' link when viewing your source site to ensure you have copied over all the details:

Recreating tax codes

Similar to the Shipping options method above, you will need to recreate the options available on your source site to your destination site. Go to Ecommerce > Tax Codes on your source site, note down these details and simply recreate this on your destination site via Ecommerce > Tax Codes:

Migrating payment gateways

Payment gateways are relatively simple to re-setup, but this is also a manual process. Go to Ecommerce > Payment Gateways in your destination site. Select your gateway from the drop-down menu and enter the relevant credentials for the gateway (your Merchant ID). If you are unsure of your gateway details, you can go to your source site and navigate to Ecommerce > Payment Gateways and make note of the details here.

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