Shopify migration: Switch from plugin to app

Do you use the Shopify plugin for your connection to Shopify? Existing customers can now switch to the new plentymarkets App for Shopify. Find out how you can migrate below.

1. Migration process

the migration assistant guides you through the most important steps of the migration. This page shows you an overview of the necessary steps and detailed information about the migration process.

Go to Setup » Markets » Shopify app » Migration assistant to complete the migration assistant.

Important: For each connection to Shopify, you carry out these steps separately.

Step 1

Install the plentymarkets App in your Shopify back end.

Tip: To do so, you need the plentyID, the PlentyONE user name and the password.

Step 2

Check your version of the Shopify plugin.

Step 3

Migrate your Shopify connection.

Step 4

Migrate the event procedures.

Important: The exact steps depend on how many Shopify connections you have and if you what to migrate them all in the same session or not. As such, read the description carefully before getting started.

Step 5

Check the migrated account settings.

Step 6

Remove the Shopify plugin from your PlentyONE system.

Important: Only delete the plugin after you have migrated all connections.

2. Step 1: Install the plentymarkets App in your Shopify back end

First, install the plentymarkets App in your Shopify back end.

Keep your PlentyONE credentials at hand. You need your plentyID, your user name and your password to proceed.

Login not possible without user name
=== At the moment its not possible to login to Shopify with the email address of your PlentyONE account. If your account has no user name, create a new one in the Setup » Account Management » Accounts menu by clicking on add New account. ===

Installing and connecting plentymarkets app in Shopify:

  1. Open the plentymarkets app in the Shopify App Store.

  2. Click on Add app.

  3. Enter your credentials for Shopify.
    → You are directed to your Shopify back end.

  4. Click on Install app.
    Important: This grants PlentyONE rights for exchanging data with Shopify. Check the Data protection details shown on the screen.
    → The app is installed.

  5. Enter your PlentyONE credentials: plentyID, user name and password.
    → A list of your PlentyONE clients is shown.

  6. Activate the client that is also connected to this Shopify account in the Shopify plugin. To do so, activate the toggle Connected on the right.
    Important: You need a separate PlentyONE client for each Shopify shop. As such, only select one client.
    → The data exchange options can be selected.

  7. Activate the options for data exchange that are also active in the Shopify plugin for this PlentyONE client. Table 1 shows which settings in the Shopify plugin correspond to which setting in te plentymarkets App for Shopify.
    Important: Prices, stock and item data can only be sent in one direction at a time. The direction you choose depends on how you have been exchanging data with Shopify up till now.

  8. Save the settings.

Table 1. Settings
Option in Shopify plugin Option in plentymarkets App for Shopify

Order import

from Shopify to PlentyONE > Orders

Customers Import

from Shopify to PlentyONE > Customers

Stock and price import

from Shopify to PlentyONE > Prices and stock

Stock and price export

from PlentyONE to Shopify > Prices and stock

Category import

from Shopify to PlentyONE > Categories

Category export

from PlentyONE to Shopify > Categories

Item import

from Shopify to PlentyONE > Items

Item export

from PlentyONE to Shopify > Items

Update order payments

from Shopify to PlentyONE > Payments

3. Step 2: Check the plugin version

You need the current version of the Shopify plugin to migrate.

The migration assistant checks your plugin version for you. If your plugin is deinstalled or not up-to-date , you can update or install the plugin directly from the assistant.

Go to Setup » Markets » Shopify app » Migration assistant to complete the migration assistant.

Four different things can happen in the migration assistant:

Scenario 1: Your plugin is up to date. Great. Then you are ready for the next step.
Scenario 2: You plugin is outdated. The migration assistant asks you to update the plugin before you can continue.
Scenario 3: You had an active Shopify connection in the past. However, the Shopify plugin is not installed in your system now. If you want to migrate this connection, follow the steps in the migration assistant to update the plugin.
Scenario 4: You do not have a plugin. You also have no active plugin connections to Shopify. Then you’re all done because no migration is necessary.

4. Step 3: Migrate the Shopify account

Now, migrate your Shopify connections.

For each active connection to Shopify, you carry out the following steps separately. So if you have more than one connection, you will migrate several databases.

You do not need to migrate all connections in a single session. However, note the instructions regarding event procedures if you only migrate some of your connections now.

  1. Go to Setup » Markets » Shopify app » Migration assistant.

  2. Select the connection from the drop-down list Connection.
    Important: The drop-down list only contains connections for Shopify shops in which the plentymarkets App is already installed.

  3. Click on Migrate.
    → The settings for the Shopify account are updated to the app connection.
    Tip: You will check these settings later in the Shopify assistant.

5. Step 4: Migrate the event procedures

Now, you migrate the event procedures. How you do that depends on how many Shopify connections you have in your system.

How do I know if I have one or several Shopify connections?

  1. Go to Setup » Assistants » Omni-Channel.

  2. Click on the Shopify Configuration assistant.
    → Your Shopify connections are shown. If there is only one entry, then you only have one Shopify connection.

  • If you only have ONE Shopify connection

  • If you have SEVERAL Shopify connection

You only have one connection to Shopify. Then follow these simple steps:

Step 4a

The migration assistant creates the new event procedures for you.

Step 4b

You check the new event procedures. If the settings were migrated correctly, you activate the new event procedures.

Step 4c

You deactivate the old event procedures.

Triggering creation of new event procedures:

  1. Click on Migrate event procedures.
    → The migration view is shown.

  2. Read the text on the screen carefully.

  3. Click on Migrate.
    → New event procedures for Shopify are created.
    → A list of the event procedures for Shopify in your system is shown. The old event procedures are shown on the left, the new ones on the right.
    Tip: Copy the list of event procedures or take a screenshot to make sure you do not forget any event procedures in the next steps.

Checking and activating the new event procedures:

  1. Go to Setup » Orders » Events.

  2. Open the first new event procedure from the list shown in the migration assistant.
    Tip: At this point, take the opportunity to remove the prefix [MIGRATION].

  3. Check all settings. Are the settings still correct?

  4. If everything is fine, activate the option Active ().

  5. Click on Save ().

  6. Repeat the steps for all new event procedures.

Deactivating the old event procedures:

  1. Go to Setup » Orders » Events.

  2. Open the first old event procedure from the list shown in the migration assistant.
    Tip: You can identify the old event procedures by their prefix Shopify plugin:.

  3. Deactivate the option Active.

  4. Save the setting.

  5. Repeat the steps for all old event procedures.

You have more than one Shopify connection. If you only migrate one of your connections now, you need the old and the new event procedures. To ensure that only one of the two event procedures is triggered for new orders, you set filters for the client. This is how:

Important: These steps only apply if you do not migrate all your Shopify connections in a single session. If you migrate all Shopify connections in the same session, follow the steps described for If you only have ONE Shopify connection.

Step 4a

The migration assistant creates the new event procedures for you.

Step 4b

You check the new event procedures. In the new even procedures, you add a filter for the client for which you already migrated the Shopify connection. Then, you activate the new event procedures.

Step 4c

In the old event procedures, you add a filter for the client(s) for which you have not yet migrated the Shopify connection.

Step 4d

Only deactivate the old event procedures after you have migrated all Shopify connections.

Triggering creation of new event procedures:

  1. Click on Migrate event procedures.
    → The migration view is shown.

  2. Read the text on the screen carefully.

  3. Click on Migrate.
    → New event procedures for Shopify are created.
    → A list of the event procedures for Shopify in your system is shown. The old event procedures are shown on the left, the new ones on the right.
    Tip: Copy the list of event procedures or take a screenshot to make sure you do not forget any in the next steps.

Checking new event procedures, setting client filter and activating event procedures:

  1. Go to Setup » Orders » Events.

  2. Open the first new event procedure from the list shown in the migration assistant.
    Tip: At this point, take the opportunity to remove the prefix [MIGRATION].

  3. Check all settings. Are the settings still correct?

  4. Add a filter for the client for which you migrated the Shopify connection.

  5. Select the Active option ().

  6. Click on Save ().

  7. Repeat the steps for all new event procedures.

Setting a client filter for the old event procedures:

  1. Go to Setup » Orders » Events.

  2. Open the first old event procedure from the list shown in the migration assistant.
    Tip: You can identify the old event procedures by their prefix Shopify plugin:.

  3. Add a filter for the client(s) for which you have not yet migrated the Shopify connection.

  4. Save the setting.

  5. Repeat the steps for all old event procedures.

Deactivating old event procedures after all Shopify connections have been migrated:

  1. Go to Setup » Orders » Events.

  2. Open the first old event procedure from the list shown in the migration assistant.
    Tip: You can identify the old event procedures by their prefix Shopify plugin:.

  3. Deactivate the option Active.

  4. Save the setting.

  5. Repeat the steps for all old event procedures.

6. Step 5: Check the migrated account settings

You have migrated a Shopify connection and have made the necessary settings for the event procedures. Now, make sure that the account settings were migrated correctly.

Important: You need to go through the assistant and click on Complete to ensure that the migrated settings are saved correctly.

Checking migrated account settings in the assistant Shopify configuration:

  1. Go to Setup » Assistants » Omni-Channel.

  2. Click on the Shopify Configuration assistant.

  3. Click on the account that you migrated.
    → The assistant opens.

  4. Go through all the steps. Were the settings migrated correctly?

  5. If everything is as it should be, click on Finalise.

7. Step 6: Tidy up

Outer order contributes to inner calm. As such, remove the Shopify plugin from your PlentyONE back end.

When is a good time to remove the plugin?

  • You have migrated all Shopify connections.

  • You have monitored the data exchange and everything works.

  • Our recommendation: Remove the plugin one week after migrating the last connection.

Find out how to delete the plugin here.