Plan a controlled move to direct ordering.
A migration changes the catalog, checkout, fulfillment, and customer touchpoints your team operates. Start by mapping the current journey, the systems that connect to it, and the checks a new setup must pass.
Migration planning · Example businessIllustrative workstream
Migration workstreams to make visible early.
- Catalog
- Checkout
- Fulfillment
- Customer communications
Establish the starting point
Start with the work your current setup performs.
The people and systems behind the order
List the catalog owners, payment providers, fulfillment teams, connected tools, and approval responsibilities involved in each path.The conditions that make a change safe
Name required test orders, customer communications, legal or privacy review, timing constraints, and the evidence needed to accept a changeover.Build the plan
Five decisions before a changeover.
The sequence below turns a broad platform change into checkable work. The exact scope, data handling, integrations, timing, and responsibilities are confirmed for each project.
- 01Map the current experienceRecord the customer order paths, catalog rules, pricing, taxes, pickup or delivery settings, and the people who operate them.
- 02Set the target configurationDefine the ordering experience, roles, payment and fulfillment settings, and which connected systems require a verified handoff.
- 03Decide data handlingIdentify what data is in scope, what consent or retention rules apply, and what must be reviewed before any transfer or access.
- 04Test the complete journeyUse representative orders to check catalog, checkout, payment, fulfillment, notifications, and the operational view before a customer-facing change.
- 05Agree the launch criteriaDocument owners, timing, rollback or contingency steps, customer communications, and the evidence required to proceed.
Decide explicitly
Four parts of a migration that need an owner.
Catalog and rules
Products, options, prices, availability, taxes, images, hours, and location-specific rules need a verified source and review owner. A CSV import can refine catalog data after the initial migration; the dashboard converts uploaded images to WebP.Customer records
Profiles, addresses, loyalty data, and order history require an agreed legal basis, data scope, and handling plan. Sales and order history are not transferred through a CSV import; export them for your own reference and tax records, or bring them across through the API or a managed data migration.Domain and customer paths
Domain, URLs, app links, and customer communications require a transition plan that preserves the paths your customers recognize.Connected systems
Payments, POS, delivery, analytics, and other tools need a documented integration scope and an end-to-end acceptance check.Choose the work deliberately
Match the approach to the source system.
Available exports, data quality, integrations, and ownership responsibilities all change the right way to move. Ordering.co supports several concrete migration paths, matched to your catalog size and source platform.
Manual migration
Recreate approved catalog and configuration data in a documented sequence, validating each stage. For a simpler storefront, copy the source page's content into a new page in the Ordering.co dashboard and add a redirect from the old URL.Automated migration
Import products and customers with a CSV file, recommended alongside a data migration app for catalogs under 10,000 SKUs. Reviews and coupon codes can be brought over with dedicated import and export apps from the Ordering.co Apps Marketplace.Managed data migration
Ordering.co's Data Migration Services team handles the transfer for you, including large catalogs and custom migration requests from the source platform's structure.Headless migration
When the storefront and commerce services are separate, plan the Catalog, Orders, and Customers API, ownership boundaries, and release sequence before traffic moves. Your team can also customize the open-source frontend code of the customer app and ordering website to match your brand.Coming from a specific platform
Start with the platform you use today.
Each comparison covers where Ordering.co differs and how the move works from that platform.
Make the operating model visible
Choose a change you can verify.
A platform comparison is useful only when it is connected to the day-to-day work your team and customers need to complete. Turn that work into a shared scope before evaluating a proposal.
Review pricing assumptions- Customer journey
- Define the moments a customer must complete without confusion.
- Team responsibilities
- Name who configures, approves, tests, and supports each workstream.
- System boundaries
- Record where POS, payments, delivery, and customer tools exchange information.
- Acceptance evidence
- Agree what test results and approvals are needed before a launch decision.
Prepare the conversation
Bring a brief that makes scope concrete.
Send your migration brief through Contact, or book a migration planning call. Cover these points so the conversation starts from your real scope. A project plan follows confirmation of the applicable requirements and responsibilities.
Include in your brief
- Your current platformWhat you run today, and what stays.
- Customer order pathsWeb, app, pickup, delivery, support
- Connected systemsPOS, payments, delivery, analytics
- Catalog and data scopeLocations, catalog rules, customer data
- Acceptance checksTest orders, approvals, timing
Do not include customer data, credentials, or exports in the brief.
Turn your migration questions into a working scope.
Bring the current journey, connected systems, and acceptance criteria to a conversation about the configuration your team needs to verify.