[Shopify]ストア移行の際の顧客情報移動とユーザーログインの対応方法 - EC PENGUIN

[Shopify]ストア移行の際の顧客情報移動とユーザーログインの対応方法

This time, I would like to introduce the user login method when the store is migrated. When a store is migrated, customer information can be moved, but passwords cannot be transferred for security reasons.

Therefore, if you create a new store, you will need to set the password again on the new store.

We have contacted international Shopify support to ask them how to do this, and we will summarize the information in this article.

Migrating Shopify customer information

The first step is to migrate customer information to Shopify. In this case, since we are migrating from Shopify store to Shopify store, both the export source and the import destination will be on the Shopify side.

Administration → Customer Management → Export

Shopify エクスポート

Export customer information from the old environment from The downloaded data will be sent to the e-mail address registered in the store.

Then, go to the customer information section of the new environment and import the customer information by selecting "Import Customer Information".

This completes the import of the customer information itself. The order amount portion will be reflected by importing the order information in the Order Management. For this, you will need to use the Excelify application, which is described in detail in another article.

https://ec-penguin.com/blogs/shopify/export-import-customers-products-orders

What methods are available for customer information migration?

First, there seemed to be two major methods.

  1. Send an email to the customer and ask them to reset their password
  2. Have a new member register
  3. Use the app to send a password update link

1. have them update their passwords

This method is to have the customer go to the login page and follow the steps of Forgot Password -> Reset Password.

The process is as follows.

Send an email notifying them that the store has been migrated

Have your password reset.

This is how it would look like.

What we actually send is a notification email called "Customer Account Invitation".

Customer Management→Each User→Send Invitation Email

Shopify email invitation

This is the part that says "Send account invitation." (The above section is marked as resend because it has already been sent.)

Now when you click on the email sent to you, you will be taken to a page to reset your password, and you will be able to reset it.

Ask them to register as a new member.

The next method is to simply ignore past store customer information and register a new member.

In this case, it was a Shopify to Shopify migration, so there were no major problems, but if you are migrating from an environment with a completely different customer information data structure, it may be easier to have the new member register in Shopify.

Updating customer information using the app

The last step is to update customer information using an app.

It seems that using this app, you can send an email to your existing customers with an embedded link button for customer updates. If you have a large amount of customers to migrate, it is impossible to do it one by one.

Shopify App メール招待 Bulk Account Invite Sender

https://apps.shopify.com/bulk-account-invite-sender

The installation itself is free. It seems to cost as much as the number of emails you invite. By the way, 20 invitations start at about 150 yen, so it is quite reasonable.

How to move customer information and users during Shopify store migration Summary

This is a summary of migrating Shopify customer data.

It is not surprisingly complicated, but I have the impression that it will take some time to activate the customer account using the application. However, since accounts and purchase histories are also important store information data, please migrate them and try to analyze the store by identifying user trends and so on.

Have a nice day!

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