How to Migrate from Clover to Shopify

Learn how to migrate your retail business from Clover to Shopify with our step-by-step guide. Save money and simplify your operations.

If you're still running separate systems for online and in-store sales, you're leaving growth opportunities on the table.

Today's retail success demands more than just connecting multiple sales channels—it requires truly unified commerce where every part of your business works as one seamless system. Shopify makes this possible by bringing all your sales channels, inventory, and customer data together in a single platform, eliminating the need for complex integrations or middleware.

Ready to move beyond Clover's limitations? Here's your step-by-step guide to a smooth transition.

Pre-migration planning

Assemble your migration team

Moving from Clover to Shopify needs a well-organized team to handle all aspects of the transition. Here are the key team members:

• Project Manager: Oversees the entire migration and keeps everything on schedule
• Data Specialist: Handles transfer of sales, customer, and product information
• Shopify Developer: Sets up the Shopify store and integrates necessary systems
• Operations Specialist: Manages inventory transfer and staff training, as well as hardware installation and developing new SOPs for POS processes.

Choose how to migrate your Clover store’s content 

Decide what data and content to migrate to Shopify. Consider purging any old, low-performing content and give your business a fresh start. Consider migrating the following types of data:

• Product
• Customer
• Historical orders
• Review

Decide how to migrate each type of content. Common methods include:

Migration Method	Description
Copy paste	Copy the content from your existing Clover store and paste it in your new Shopify store.
CSV import	Export your data into CSV files, and import them to your new Shopify store.
Third-party migration apps	Use apps like QuickSync for Clover.
Migration expert	Hire a Shopify Partner to manage your migration.

How to migrate from Clover to Shopify 

This guide will cover using CSV files to make the migration. 

1. Export your product item data from Clover

Export your item data from Clover to a CSV file. You can export only a full item list.

1. Log in to Clover.
2. From your Clover dashboard, click Items > Item List.
3. Click ⋮, and then click Export.
4. Name the file as CloverItemDownload.csv, and save it to your computer.

Edit your item CSV file

Download and view the product CSV template, then edit your CloverItemDownload.csv file to match the format. Copy the column headers, then copy and paste your Clover import data into the Shopify product CSV template. 

💡Make sure your CSV file contains only the product CSV templated data from your Clover store before you import it.

Review the following details:

• The sample file shows how to format your data with one example product. When making your own file, delete these example entries before importing your real products.
• If you have just one store location, use the "Variant Inventory Qty" column to set stock levels. For multiple store locations, you'll need to use a separate inventory CSV file instead.
• The file includes columns for international pricing, but they're empty since these products don't need special prices for different countries.

Check this table to see how Clover's data matches with Shopify's data. Delete any columns from your Clover file that aren't shown here. Note that Shopify has some extra columns not found in Clover. You may need to look these up separately.

Clover Data Type	Shopify Data Type	Action
Name	Title	Change column name to Shopify's data type.
Hidden	Status or Published	Decide which column you want to use for Hidden. Consider mapping Hidden to Status or Published column in Shopify’s product CSV. If you map to the Status column, use active or draft values. If you map to the Published column, then use TRUE or FALSE values.
SKU	Variant SKU	Change column name to Shopify's data type.
Quantity	Variant Inventory Qty	Change column name to Shopify's data type.
Price	Variant Price	Change column name to Shopify's data type.
Cost	Cost per Item	Change column name to Shopify's data type.
Tax Rates	Variant Taxable	Change column name to Shopify's data type.

Import your item data to Shopify 

Once you've edited your Clover file, you can import it into Shopify.

1. From your Shopify admin, go to Products.
2. Click Import.
3. Click Add file, and then select the CloverItemDownload.csv.
4. Deselect Publish new products to all sales channels, and then click Upload and preview.
5. Review the details about the import, and then click Import products.

After uploading, you'll get a confirmation email at the address linked to your Shopify store.

Confirm and organize products

After importing your products, double-check that everything transferred correctly. Look at important details like prices, weights, and inventory counts.

Some common issues you might encounter:

Problem	Solution
Products are imported, but not published.	Make them available to your sales channels.
Products are missing details.	Review the product description and fill in the missing information.
Product variants didn’t import	Add the product to your store manually.

Next:

1. Review your product details, like description, images, variants, price, and meta description.
2. Create product collections so they are easier to find.

2. Export your customer data from Clover

Migrating your customer data lets you continue communicating with them on Shopify. Export your data to a CSV file.

1. Log in to Clover.
2. From your Clover dashboard, click Customers > Customer List.
3. Click ⋮, and then click Download.
4. Name the file as CloverCustomerDownload.csv, and save it to your computer.

Edit the customer CSV file

Download the customer CSV template and then edit your CloverCustomerDownload.csv to match it. 

💡Make sure your file matches Shopify's layout exactly. Your file must have the same headings as the customer CSV template. There is no data mapping support for customer CSV imports.

Change the following column names in your CloverCustomerDownload.csv

Clover Data Type	Shopify Data Type
First Name	First Name
Last Name	Last Name
Email Address	Email
Marketing Allowed	Accepts Email Marketing
Address Line 1	Default Address Address1
Address Line 2	Default Address Address2
City	Default Address City
State / Province	Default Address Province Code
Country	Default Address
Country Code	Country Code
Postal / Zip Code	Default Address Zip
Phone Number	Phone

Note: Your CloverCustomerDownload.csv will have a column titled Address Line 3. Shopify has no matching data set for it. Consider merging the data with the Address Line 2 column.

Import your customer data to Shopify

1. From your Shopify admin, go to Customers.
2. Click Import.
3. Click Add file, and then select the CloverCustomerDownload.csv.
4. Click Import customers.
5. Review the details about the import, and then click Import customers.
6. Review customer import summary, and then click View all customers.

3. Import your reviews

You can’t migrate reviews from Clover to Shopify. But you can add them using the following apps from the Shopify App Store:

1. Judge.me
2. Loox
3. Yotpo

4. Transfer order history from Clover

Here is how to transfer your order data to a CSV file from Clover:

1. From your Clover dashboard, click Salesactivity > Orders.
2. Use the filters to select which orders you want to export.
3. Click EXPORT ORDERS FROM THIS PAGE.
4. Name the file as CloverOrdersDownload.csv, and save it to your computer.

Then, import your order history to Shopify using one of three apps:

• EZ Importer
• LitExtension
• Matrixify

Post-migration setup

Now that you’ve migrated your data, set up your online store to sell:

• Store design and customization
• Payment provider configuration
• Shipping setup
• Tax configuration
• Staff accounts and permissions
• Domain setup and redirects

Store design and customization

Shopify provides a default theme when you open an account, but you can customize it or choose from free themes developed by Shopify or paid themes from third-party designers in the Theme Store.

You can test paid themes before purchasing by previewing them with your products and brand colors, making customizations in the theme editor, and comparing up to 80 different themes.

Payment provider configuration

Set up a payment provider so you can accept card payments from customers. Shopify Payments is available in certain countries, and you can use third-party payment providers. 

💡 With Shopify Payments, you avoid paying third-party transaction fees and can view payouts from your Shopify admin. 

Activate Shopify Payments in your admin and choose how to capture payments in your store. After, you’ll need to set up your checkout to process orders:

1. Set up order fulfillment.
2. Add your store policies.
3. Edit your checkout’s customer information settings.

Shipping setup

Set up your shipping before you start selling. This helps avoid having to give refunds for charging too much, or asking customers to pay extra because you didn't charge enough.

Here's what to do:

1. Check your store's address is correct to get accurate shipping rates. Add any other places you ship from.
2. Choose where you'll ship to (like which countries or states).
3. If you use shipping companies to calculate rates, add your package sizes. They often need the height, width, and depth to figure out costs.
4. Set your shipping prices for each area you'll ship to.
5. Choose how you want to handle shipping for your business. Look at different options to find what works best for you.
6. Decide if you'll pack and ship orders yourself or use a fulfillment service that does it for you.

Tax configuration

You'll need to charge sales tax on your products. The rules about sales tax change depending on where you are. Before you start selling, make sure you understand how to set up taxes in Shopify.

When you set up shipping, Shopify can automatically add the right sales tax based on where your customers live. You can adjust tax rates for certain areas or specific products manually if you need to change them.

👉 Make tax season easier with Shopify Tax's automated calculations, tracking, and filing, all from your admin dashboard. Use Shopify Tax to save time, ensure compliance, and get back to growing your business.

Staff accounts and permissions

Add staff members who help run your store by giving them their own login details. You can control what parts of your store each person can see and use, keeping your sensitive information secure.

Manage staff permissions within Shopify POS.

Domain setup and redirects

You might need to disconnect any existing domains you want to transfer from your previous platform's settings. 

Follow these steps to add your domain to Shopify. Note the following:

1. You can use your old web address, but page links will be different in Shopify. For example, if your shipping policy was at "example.com/policies/shipping-policy", in Shopify it might be "example.com/pages/shipping-policy".
2. Before moving, set up redirects for your old page links. This way, when customers use old bookmarks or links, they'll go to the right page instead of seeing an error.

Point of Sale (POS) migration

If you have a retail location or sell products at events, you can use Shopify POS to sell face-to-face. Once you've added your products to your Shopify store online, you can add Point of Sale as a sales channel in your Shopify admin.

1. From your Shopify admin, go to Settings > Apps and sales channels.
2. Click Shopify App Store.
3. Search in the Shopify app store for "Point of Sale".
4. Click Point of Sale.
5. Click Install.
6. In your Shopify admin, to accept the data access, click Install.

Choose a plan and download the Shopify POS app

Shopify offers two POS subscriptions:

• POS Lite (free with Shopify plans): Perfect for markets and pop-ups
• POS Pro (monthly fee): Best for retail stores, includes advanced features like staff management and detailed reporting

After, download the Shopify POS app from App Store (iOS) or Google Play Store (Android). Log in with your Shopify credentials. 

Understand your hardware requirements

When migrating from Clover to Shopify POS, some of your current equipment might still work with Shopify. Check the "Supported POS hardware" list to see which equipment you can keep using.

If you are buying new POS hardware, what you need depends on where you sell:

• For pop-up shops & events, you might need a supported device and card reader.
• For a permanent retail location, you might need the above and a receipt printer. 
• For multiple stores or a warehouse, you might need the above, plus a barcode scanner and cash drawer. 

After you receive your hardware, you can connect it to your Shopify POS app.

1. From Shopify POS, tap ☰ > Connectivity.
2. Tap Set up hardware.
3. On the Set up hardware page, tap the type of hardware that you're adding. For example, if you're adding a card reader, then tap Card reader.
4. Follow the prompts to connect your hardware.

Set up payment methods

If you’ve already set up Shopify Payments earlier, you need to activate it in your Shopify POS app.

1. From Shopify POS, tap ≡ > Settings > Payment types.
2. In the Default payment types section, verify that the Credit/Debit option displays Accepted.

You can also process contactless payments on your iPhone or Android device with Shopify’s Tap to Pay. Learn more about how to:

• Accept payments with Tap to Pay on iPhone.
• Accept payments with Tap to Pay on Android. 

Turn your smartphone into a mobile card reader with Shopify Tap to Pay.

Add POS staff

There are two main ways to add staff to your Shopify POS system. 

• Admin: These are for employees who need POS access but also might need access to other Shopify features. Think of store managers or full-time employees who might need to do more than just run the register.
• POS-only: Available if you have Shopify POS Pro. This option is for employees who only need to use the point-of-sale system, like cashiers or sales floor staff.

👉 Learn how to add POS staff to your new device. 

Sync inventory 

Download Stocky by Shopify to manage your inventory. You’ll get access to the following features:

• Make stock adjustments
• Manage low stock products
• Print labels with Dymo Label Printing software
• Receive stock transfers in POS with a barcode scanner
• Create and manage purchase orders
• Demand forecasting
• Conduct stocktakes
• Stock transfers

Setup fulfillment options 

Shopify offers flexible fulfillment options to help you serve your customers better, whether they prefer picking up orders in-store or having items shipped to their door.

Pickup in store

Let customers pick up their online orders at any location with in-store or curbside pickup. Set the pickup in store location by following these steps:

1. From your Shopify admin, go to Settings > Shipping and delivery.
2. In the Pickup in store section, click Set up or the › icon.
3. In the Your locations section, select a location that you want to set up in-store pickup for.
4. Select This location offers in-store pickup.
5. In the Expected pickup date section, select a processing time for in-store pickup from the drop-down menu. This information is displayed to your customers.
6. In the Order ready for pickup notification section, enter pickup instructions for your customers. This field replaces any customizations that you have in the email_body variable in the Ready for pickup notification template.
7. Click Save.

Shipping from store

For stores using Shopify POS Pro, you can offer shipping services from your retail location.

When processing a ship-to-customer order, you'll start by adding items to the cart and collecting the customer's shipping details. The system will display available shipping rates based on your configured options, whether they're weight-based, price-based, or carrier-calculated.

Run a future-ready retail operation with Shopify

Moving to Shopify unlocks what today's fastest-growing retailers already know: one unified system beats a dozen disconnected tools. With a truly unified commerce solution, you'll eliminate the complexity of managing separate systems and gain the agility to adapt as retail continues to evolve.

While migrating from Clover requires some upfront effort, the benefits of having all your sales channels, inventory, and customer data in one seamless platform will transform how you operate. Make the switch to Shopify and join the retailers who are already delivering the connected shopping experiences customers expect.