The short answer
Export your catalogue and customer data first, build and test the new system in parallel, train staff before cutover, run both systems for one trading day, then cut over at your quietest hour with the old system still on the counter as a fallback for 24 hours.
Data comes first
Products, modifiers, prices, tax rules, customers, gift card balances and loyalty points. Gift cards and loyalty balances are the ones most often forgotten, and the ones customers notice immediately.
Keep the reporting bridge
Export historical reports before losing access. Year-on-year comparisons become impossible if the old platform is switched off with the data inside it.
Key takeaways
- Migrate gift card and loyalty balances deliberately
- Export historical reports before you lose access
- Overlap the systems for one day rather than cutting cold
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