Loyalty & Referrals: Migrating Platforms

      Loyalty & Referrals: Migrating Platforms


        Article summary

        Products


        Loyalty
        Supported plans

        Free, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, Salesforce Commerce Cloud, Custom

        If you wish to move your shop from one eCommerce platform to another, please go through the following steps to ensure the smooth transition of all your Loyalty & Referrals data to the new platform:

        In your old platform

        1. Export Customer Data from the Old account and save the data file.
        2. In Yotpo Loyalty & Referrals, go to Settings > General Settings and Pause on the Old platform.

        In your new platform

        1. Create a New Loyalty & Referrals account and set the program to pause on the New account. Click the relevant guide to add Loyalty & Referrals to your New Platform:
        2. Set up Campaigns and Coupons on New account
        3. Import customer data file you exported from the old platform to New account
        Please Note:
        It is important to uninstall Loyalty & Referrals on your OLD platform to stop billing charger for that account

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