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Migration Guide

This guide helps you migrate from other solutions to XCO Agency apps or upgrade between versions.

Before You Start​

Backup Your Store​

Always create a backup before making significant changes:

  1. Export your product data
  2. Save theme customizations
  3. Document current app configurations
  4. Take screenshots of important settings

Review Requirements​

  • Check app compatibility with your Shopify plan
  • Verify theme compatibility
  • Review required permissions
  • Ensure you have admin access

Migrating to XCO Apps​

From Manual Processes​

If you're currently managing schedules manually:

  1. Document Current Process: List all manual tasks
  2. Identify Automation Opportunities: Determine what can be automated
  3. Choose the Right App: Select the XCO app that matches your needs
  4. Install and Configure: Follow the app's getting started guide
  5. Test Thoroughly: Verify automation works before removing manual processes
  6. Gradual Transition: Move one process at a time

From Other Scheduling Apps​

When migrating from another scheduling solution:

  1. Export Current Schedules: Save all existing schedules
  2. Install XCO App: Add the new app to your store
  3. Recreate Schedules: Set up schedules in the new app
  4. Verify Settings: Ensure all configurations match
  5. Test Before Removing: Keep old app until new one is verified
  6. Uninstall Old App: Remove once migration is complete

Theme Migration​

Switching Themes​

If you're changing Shopify themes:

  1. Check App Compatibility: Verify app works with new theme
  2. Review Section IDs: Some apps reference specific section IDs
  3. Update Configurations: Adjust app settings for new theme structure
  4. Test All Features: Verify all scheduled items work correctly
  5. Update Documentation: Note any theme-specific configurations

Section Migration​

When migrating sections:

  1. Identify Dependencies: Find all sections used by apps
  2. Preserve Section IDs: Keep same IDs when possible
  3. Update References: Change app settings if IDs change
  4. Test Scheduling: Verify schedules still work

Data Migration​

Product Data​

When migrating product-related schedules:

  1. Export Product Lists: Save all product IDs and handles
  2. Verify Product Availability: Ensure products exist in new store
  3. Recreate Schedules: Set up schedules with correct product references
  4. Test Product Changes: Verify scheduled changes apply correctly

Collection Data​

For collection migrations:

  1. Export Collection Data: Save collection IDs and product associations
  2. Recreate Collections: Set up collections in new location
  3. Update Schedules: Point schedules to new collections
  4. Verify Rules: Test collection rules and automation

Best Practices​

Gradual Migration​

  • Don't migrate everything at once
  • Start with non-critical schedules
  • Test each migration step
  • Keep backups throughout the process

Documentation​

  • Document all configurations
  • Save schedule exports
  • Note any customizations
  • Keep migration notes

Testing​

  • Test in development store first (if available)
  • Use draft products for testing
  • Verify timing and triggers
  • Check all edge cases

Troubleshooting Migration Issues​

Schedules Not Working​

  1. Check app permissions
  2. Verify product/collection IDs
  3. Review schedule timing
  4. Check theme compatibility

Data Loss​

  1. Restore from backup
  2. Re-export from source
  3. Recreate schedules manually
  4. Contact support if needed

Configuration Errors​

  1. Review app settings
  2. Check required fields
  3. Verify data formats
  4. Consult app documentation

Getting Help​

If you encounter issues during migration:

Next Steps​

After successful migration:

  • Optimize your schedules
  • Explore advanced features
  • Set up monitoring
  • Review performance