Migrations & Replatforming
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Common Questions
How do I migrate loyalty program points/tiers/history to Shopify during a full replatform?
Loyalty point balances and current tier migrate by CSV import; earn and redemption history does not. Smile.io requires a brand-new account on the destination platform and moves only current balances and current tier, and LoyaltyLion imports email plus points but "can't import customers' historic orders" (per both vendors' help centers, September 2026). Keep the program disabled until cutover finishes.
How do customer tags and segments built up over years on the old platform migrate to Shopify's customer tagging and segmentation system?
Customer tags migrate through Shopify's customer CSV import as a comma-separated Tags column. Saved segments do not migrate. Shopify segments are rebuilt as ShopifyQL queries, and metafield-based filters work only for four data types: date and time, number, text, and true or false (per Shopify Help Center, September 2026).
What email marketing plugin functionality (from any platform) maps to Klaviyo, Attentive, or Postscript on Shopify, and what's typically lost in translation?
Email platform migrations carry contacts, suppression lists and templates; flow logic, segment definitions and send history do not come across, and every automation gets rebuilt in the new tool (per Klaviyo's migration guide, September 2026). Klaviyo starts at $20 per month for 251 to 500 contacts; Attentive and Postscript are free to install with usage billed separately.
How do multi-location company hierarchies (headquarters plus regional branches, each with different pricing) migrate to Shopify B2B's company/location model?
Shopify B2B has exactly two levels: a company and its company locations. The Company object in the Admin API carries no parent or child company field, so a three-level headquarters-to-region-to-branch tree flattens on import (Shopify developer docs, September 2026). Per-branch pricing survives, because catalogs and payment terms both attach at the location.
What's the honest churn-risk estimate for a subscription-program migration, and what benchmark should we hold the migration agency to?
Subscriber churn from a subscription-platform migration runs 2 to 5% by the community-reported envelope (July 2026 research), and payment-method transfer is where that loss concentrates. Hold the agency to a card-retention rate, not a churn rate: the number to write into scope is the percentage of active payment methods that transfer without re-collection. Churn follows from it.
How do we migrate active subscription contracts (Recharge, Skio, or native Shopify Subscriptions) from one Shopify store to another during consolidation?
Store-to-store subscription moves are decided by the payment vault, not the contract data. Methods vaulted in Shopify Payments need Shopify Payments approval to move between stores, Shop Pay methods cannot be migrated store to store, and methods held by Stripe, Braintree or Authorize.net transfer only if the destination store connects that processor as a secondary gateway (per Skio, September 2026).