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Identify the exact next task based on your migration state so you avoid skipped prerequisites, duplicated work, and mixed Dashboard or execution workflows.

Choosing the wrong entry point can duplicate work, bypass readiness checks, or send a Dashboard-level problem into the migration workflow. Use this page to identify the next operational decision based on the state of your migration.

Enter where the work actually stands, whether you are purchasing or preparing, establishing access, configuring behavior, running migration activity, validating results, or recovering from a problem.

Use this section to:

  • understand the recommended documentation path;
  • find the right section for setup, configuration, execution, validation, or troubleshooting;
  • identify the correct Dashboard area before opening a migration task;
  • avoid mixing account settings with migration execution.

An e-commerce platform migration moves the supported business data and relationships required by the project from the Source Platform to the Target Platform. It is not a promise to clone every source theme, extension, integration, URL pattern, payment rule, or storefront behavior.

Use this lifecycle:

  1. Prepare the migration path, scope, capacity, access, target environment, and acceptance criteria.
  2. Connect the Source and Target using the verified method for each platform and role.
  3. Configure Select Data, Additional Options, Attribute Mapping, purchased Add-ons, and approved Custom requirements.
  4. Use Demo Migration when a representative validation checkpoint is needed before relying on Full Migration.
  5. Run the paid migration activity that matches the project state and purchased scope.
  6. Validate records, relationships, media, URLs, statuses, and accepted platform differences.
  7. Complete target-store operational setup and launch checks that sit outside the data-migration boundary.

Migration is therefore a controlled transfer and validation process, not an automatic duplication of every source-store behavior.

The migration context is selected before connection setup or configuration. Use the branch that matches the activity you intend to run.

  1. Define the intended Source Platform to Target Platform path, required data, estimated volumes, Service needs, and any non-standard requirements.
  2. For a Demo, expand Migrations, select Demo Migrations, then select Start for an existing Demo or Start a New Demo to create another one. A Demo does not require a paid migration first.
  3. For paid migration work, use Purchase a Migration when needed, confirm the resulting order and service state, then expand Migrations, select My Migrations, and select Start for the intended Active migration.
  4. After the Demo or paid migration is open, complete Connect Stores using the setup shown for its Source Platform and Target Platform.
  5. Complete Configuration inside that same migration. Demo Migration exposes a reduced configuration set. Paid migration work exposes the configuration stages available for the purchased service, Add-ons, and approved Customization.
  6. Continue to Migration, choose the available Run Mode, and start processing.
  7. Review and validate the result before treating the activity as accepted.
  8. A Demo can be repeated within the Demo frequency limit. After a paid migration has completed, use the available Additional Migration Options for the next activity when another run is required.
  9. Use troubleshooting pages when a connection, configuration, migration, validation, or Dashboard task does not work as expected.

If the project needs shared planning, ownership, risk, evidence, redirect, or sign-off tracking, create a working copy of the Migration Project Toolkit before execution and keep it aligned with the selected migration.

ItemWhy it matters
Next-Cart Account accessYou need access to Orders, Migrations, Checkout, and Support.
Migration pathConnection setup and supported data behavior depend on the Source Platform and Target Platform.
Purchase or quote informationBefore purchase, prepare the intended Service, data-volume estimate, Add-ons, and Custom requirements. After purchase, keep the resulting Service, Entity Points Plan, Order status, and Created / Expires information available.
Source and target store detailsSetup, validation, and support reports require the correct environments.
Scope notesData selection, Additional Options, Add-ons, Custom Service, and validation criteria depend on the data you need to migrate.
Launch timingTiming affects validation, continuation actions, and support planning.

After using this page, you should know which documentation section to open next and which migration details to keep available while you work.

CheckPass condition
TaskYou can identify the task you need to complete.
Dashboard locationYou know whether the task begins in Home, Orders, Checkout, Support, a destination under Migrations, or a destination under My Account.
Migration PathYou can identify the Source Platform and Target Platform.
Purchase stateIf the migration is not yet purchased, you know whether to use direct Standard/Managed checkout or the Custom quote path. For purchased work, expand Migrations, select My Migrations, and confirm the service Status.

Use the Dashboard when the issue concerns Orders, purchased migration services, Demo Migrations, Checkout, account settings, or Support.

Open Prepare Your Migration when scope, access, ownership, or acceptance criteria are not defined.

Open Troubleshooting when a setup step, configuration, migration run, validation check, or Dashboard action is blocked.

If you have not purchased the migration yet, start with Prepare Your Migration and continue to Purchase a Migration when the path, Service, volumes, and requirements are ready. If the migration is already purchased, open Dashboard to confirm the relevant Order or migration. Use Purchase a Migration Upgrade when that existing project needs an eligible upward package change.