Prepare for Magento 1 to Magento 2 migration

Magento 1 platform is close to its end of life. If you are thinking about or if you’ve already decided to migrate to Magento 2, then this page will help you prepare and make sure the Magento 2 + Salesforce integration can use the data captured by the Magento 1 platform in Salesforce.

The guide below will help you minimize the migration effort.

Assumptions & Prerequisites

If you are planning to migrate any data from Magento 1 to Magento 2, ensure you also adhere to the below assumptions as they will drastically reduce the amount of manual work that needs to be done after the migration.

1. Products: Make sure to retain entity_id value for all products when migrating the data

2. Customers: Make sure to retain entity_id value for all customers when migrating the data

3. Orders: Make sure to retain entity_id and increment_id values for all orders when migrating the data

   1. Order Products: Make sure to retain entity_id value for all order products when migrating the data

   2. Order Notes: Make sure to retain entity_id value for all order notes when migrating the data

4. Invoices: Make sure to retain entity_id and increment_id value for all invoices when migrating the data

   1. Invoice Products: Make sure to retain entity_id value for all invoice products when migrating the data

   2. Invoice Notes: Make sure to retain entity_id value for all invoice notes when migrating the data

5. Shipments: Make sure to retain entity_id and increment_id value for all orders when migrating the data

   1. Shipment Products: Make sure to retain entity_id value for all shipment products when migrating the data

   2. Shipment Notes: Make sure to retain entity_id value for all shipment notes when migrating the data

 Migration Steps

1. Install the Magento 2 + Salesforce integration extension and configure the CRON jobs.

2. Place Magento 1 in the maintenance mode and make sure there are no active sessions (in other words, make sure there are no customers shopping or registering, etc).

3. Disconnect your Magento 1 from your Salesforce Org.

4. Migrate your data from Magento 1 to Magento 2.

5. Launch your Magento 2 website. Typically your Magento 2 should already be running on another server and this is a simple DNS change.

6. IMPORTANT: There is one small difference between how we used to store data with the Magento 1 Integration and how we are now saving the data with Magento 2 + Salesforce integration. In Salesforce we used to store and rely on the order increment_id value from Magento 1, with the Magento 2 we are now using and storing the entity_id instead.

   1. You will have to replace the Magento_ID__c field value in Salesforce on the Opportunity and Order objects with the new value (from increment_id value to entity_id value). This can be easily done by using the Salesforce DataLoader application.

7. Set up the connection between Magento 2 and your Salesforce Org and move the integration configuration + settings from Magento 1 to Magento 2 manually.

8. Move the integration mappings from Magento 1 to Magento 2 manually.

9. Synchronize your Magento 2 websites with your Salesforce Org.

10. Validate that the integration is working by manually synchronizing a few records.

11. Enable automatic Salesforce synchronization in Magento 2.

12. If your Magento 2 website got any new customer registrations, new orders, new invoices, new shipments between now and when you completed step 4, manually add those records to the sync queue for processing.

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