Migrations & Replatforming
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Common Questions
Does draft-order and quote data (common in B2B sales-rep-assisted workflows) migrate to Shopify's draft order model cleanly?
Open quotes migrate as Shopify draft orders; closed quotes do not migrate at all. Shopify's B2B import path requires every company, company location and company contact to exist first, and returns an error if the customer has no role assignment at that location (per shopify.dev, September 2026). No field carries sales-rep attribution.
How does a legacy platform's built-in loyalty/rewards module map to Smile.io or LoyaltyLion on Shopify, and what program rules commonly don't survive the switch?
Loyalty migrations to Smile.io or LoyaltyLion carry two columns and little else: both import a CSV of customer email and points balance, and LoyaltyLion takes tier positions in a second file (verified September 2026). Earning rules, redemption catalogs, point expiry schedules and referral attribution get rebuilt by hand. LoyaltyLion states it cannot import historic orders.
Do custom payment-term agreements (e.g., net-45 negotiated for one specific account) migrate correctly to Shopify B2B's payment-terms feature, or default to standard terms?
Net 45 is a native Shopify payment term, not an exception. Shopify's payment terms templates cover net 7, net 15, net 30, net 45, net 60 and net 90, plus due on fulfillment and fixed date for draft orders (per Shopify Help Center, September 2026). Terms outside that list need a Payment Customization function or an app.
How do we decide whether to migrate ALL subscribers at once versus staggering the cutover by cohort (e.g., newest subscribers first, as a lower-risk test group)?
Cohort-staggered cutover beats a big-bang migration above roughly 2,000 active subscribers, and the right first cohort is newest subscribers on cards held by your current processor. Newest subscribers carry the freshest payment credentials and the lowest tenure-weighted LTV, so a failed transfer costs least there. Below about 2,000 contracts, a single-window migration with a parallel billing run is simpler and cheaper.
How do I migrate gift card balances from Lightspeed Retail to Shopify without customers losing value?
Shopify imports no gift card balances natively. Shopify's own documentation states that you "can't import the gift card CSV to create gift card products" and that its export shows only the last four characters of each code (Shopify Help Center, September 2026). The working path is the giftCardCreate API, which accepts your original code.
What's the honest answer on whether AI Overviews and AI answer engines even care about a site's migration history, or only about current content quality?
AI answer engines carry no migration-history signal. Google's published guidance names no ranking or AI-features factor for platform history, and states that AI Overviews and AI Mode need no additional requirements beyond standard SEO (Google Search Central, September 2026). What a migration changes is current content quality: URLs, redirects, rendered markup and page speed. Fix those four and the history stops mattering.