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  3. Standard Migrations

Platform Migrations Overview for Ordergroove Merchants

Updated

This guide is for existing Ordergroove merchants who are migrating eCommerce platforms and/or payment gateways. Switching platforms or gateways is very similar to a new launch, we'll go through the considerations to keep in mind and a general overview of the process. 

If you are a new Ordergroove merchant and are migrating from a different subscription platform, please review our Subscription Migration documentation here.

🛑 NOTE: Ordergroove will need to support you if you are transitioning between eCommerce platforms. While the steps below outline the basic requirements, we expect this to be a hands-on technical project, and thus you should notify your Ordergroove Customer Success Manager as soon as possible to assist in scoping and supporting the project.

General Overview 

Switching platforms is very similar to a new launch. The exact steps and timeframe will vary based on your program size and what platform you're coming from and going to, but all migrations follow the same general steps:

  1. Update all Customer IDs
  2. Update all Subscription Product IDs
  3. Update Order.xml (the product feed) and all Store Settings as needed
  4. (Optional) Configure New Payment Processor. See Changing your Payment Gateway as part of the Replatform. If needed:
    • Update all Customer Payment Info
    • Update all Customer Billing Info

The exact time frame varies based on migration size and platform, but for a rough estimate, plan for around 60 to 90 days. For platform-specific documentation, take a look at the Additional Resources section.

Getting Started

Migrating eCommerce platforms is a two way street - Ordergroove will need to be involved to ensure everything transfers over. To keep things moving quickly, let your Customer Success Rep know if you're thinking about a replatform and bring as much information as possible:

  • When are you planning to start this work?
  • Are there any hard deadlines in the transition that we need to be aware of?
  • What payment gateway are you using today? Is it compatible with the new store?
  • Are you planning to keep your Ordergroove features and functionality as is through the migration, or are there things you want to add/change?
  • Do you have developers/teams that are helping with the migration?

Behind the Scenes - More Details

If you’re moving to a new eCommerce platform, you'll need to reintegrate Ordergroove into that environment, and chances are your customer IDs will change. If that is the case, you will want to be sure that this information is being updated in Ordergroove.

  • Ordergroove will require a file that maps existing customer IDs to new customer IDs from the new platform. This file should be a .csv with old and new values.
  • Once provided with the necessary information, Ordergroove will run a script to update all customer IDs

When changing from one eCommerce platform to another, product IDs will often change. If that is the case, you will want to be sure that subscriptions are updated to include the new product IDs in Ordergroove.

  • Ordergroove will require a file that maps existing product IDs with new product IDs from the new platform. The file should be a .csv with old and new values.
  • Once provided with the necessary information, Ordergroove will run a script to update all existing subscriptions with the new product IDs 

Make sure you mark all relevant products eligible for a subscription. Read more about configuring your products here.

Migrating to Shopify

If you’re migrating to Shopify from another platform, there are additional considerations as Shopify requires subscription data to be created in their platform. Ordergroove can provide additional information on these considerations as you begin to scope your move to Shopify.

Changing your Payment Gateway as part of the Replatform

If you are changing your Payment Gateway as part of the replatform, Ordergroove will also need to update any payment tokens associated with each customer’s subscription(s). Below are the steps to ensure successful payment for recurring orders after the payment gateway is updated:

  • The merchant will temporarily disable subscription creation on website
  • Ordergroove will temporarily disable Order Placement
  • The merchant will provide Ordergroove with a mapping file that contains the old and new token IDs.
  • Ordergroove will run a script to update existing token IDs with new token IDs provided by the merchant. 
  • Ordergroove will confirm with the merchant and upon the merchant’s approval, Ordergroove and the merchant will simultaneously turn on Subscription Creation and Order Placement. 

Once all customer data has been migrated to new values, send Ordergroove around 1 to 5 test customers that we can use to ensure that all data was migrated successfully.

Additional Resources

If you're moving to a new eCommerce platform, you’ll need to reintegrate Ordergroove into that environment. Please see below the documentation relevant to your new eCommerce platform.