Shopify Migration Scope of Work Template (Google Docs)

A Shopify migration is rarely “just rebuild the site on Shopify.”

It’s a risk-managed cutover:

• moving data from a legacy platform (WooCommerce, Magento, BigCommerce, custom)
• preserving SEO signals (redirects, URL structure, content parity)
• recreating operational workflows (shipping, taxes, subscriptions, ERP/WMS)
• minimizing downtime and revenue disruption

If the scope doesn’t explicitly define what’s migrating, how it’s validated, and what ‘done’ means, your agency will inherit every unknown as “support.”

Below is a migration scope you can copy/paste into Google Docs—plus the variables that change the effort and the exclusions that prevent surprise work.

If you want the scope to assemble itself from those variables (instead of manual assembly + spreadsheet math), RuleDox generates a near-complete migration scope draft inside Google Docs.

Assemble a migration scope in Google Docs → https://ruledox.app/live-demo

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• Shopify agencies migrating stores from another platform to Shopify / Shopify Plus
• Teams who want a repeatable migration scope that is delegable
• Projects where SEO continuity and operational stability matter

• “Lift and shift” storefront-only projects where the backend remains unchanged and SEO preservation is explicitly not a goal

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If you only copy five things from this page, make them these:

1. Data mapping (exactly what data moves and how)
2. Redirect plan (who owns it, how it’s validated)
3. Integrations (named systems + workflows)
4. Cutover plan (freeze window, rollback, responsibilities)
5. Acceptance tests (what must pass before launch)

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Client: [Client name]

Project: Migration to Shopify [or Shopify Plus]

Current platform: [WooCommerce / Magento / BigCommerce / Custom / Other]

Primary goals:

• [e.g., migrate storefront + catalog with minimal downtime]
• [e.g., preserve organic traffic and ranking equity]
• [e.g., improve conversion and site performance]

Success criteria:

• Store launches on Shopify at the agreed domain(s)
• Critical purchase flows work end-to-end
• Agreed data is migrated and validated
• Redirect coverage meets the agreed acceptance standard

2.1 Discovery & migration inputs

• Kickoff session to confirm goals, constraints, timelines
• Confirm scope variables (catalog complexity, markets, B2B, integrations)
• Platform audit: identify constraints and risks (URL structure, product data model, variants)

Outputs:

• Migration plan (high level)
• Finalized scope inputs and assumptions

2.2 Shopify setup & baseline configuration

• Shopify store setup and baseline settings
• Payments configuration for agreed providers
• Shipping and tax configuration per agreed approach

Note: tax/legal correctness is client-confirmed (see exclusions).

2.3 Theme / storefront implementation

• Implement agreed theme approach:
  • [Theme selection + customization] OR [custom build]
• Build/modify agreed templates/components
• Configure navigation, collections, search behavior (as supported by theme/apps)

2.4 Data migration (explicit mapping)

The migration includes only the data types explicitly listed below.

In-scope data types:

• Products: up to [N] products, [N] variants, [N] collections
• Customers: [yes/no], up to [N]
• Orders: [yes/no], up to [N]
• Blog/content pages: [yes/no], up to [N]
• URLs/handles: preserve where feasible; exceptions documented

Data mapping includes:

• Field mapping document (source → Shopify)
• Import/export approach selection (CSV/app/API)
• Handling of platform constraints (e.g., product options/variant limits)

Validation includes:

• Sample checks on migrated records
• Spot checks for critical SKUs and collections

2.5 SEO preservation workstream

Redirect planning:

• Redirect mapping for legacy URLs → Shopify URLs
• Redirect rules for patterns where appropriate
• Canonical/metadata parity where feasible

In-scope SEO tasks (migration-specific):

• Ensure key templates include required SEO fields (titles, metas)
• Confirm robots/sitemap behavior post-launch

Acceptance standard:

• Redirect coverage target: [e.g., 95–99% of indexed or top-traffic URLs]
• Redirects tested using a defined method (sample set + priority URLs)

Important: “Redirects included” is meaningless without a coverage target and validation method.

2.6 Integrations & operational workflows (named list)

Integrations must be named to be in scope.

In-scope integrations:

• [ERP/WMS/3PL] — key workflows, what “done” means
• [Subscriptions] — business rules, renewals, cancellations
• [Reviews] — migration approach if applicable
• [Accounting] — orders/taxes mapping assumptions

Implementation includes:

• install + configuration
• basic workflow testing (happy paths)

2.7 QA, testing & acceptance

Agency QA includes:

• Cross-browser checks (latest Chrome/Safari/Firefox)
• Responsive checks (mobile/tablet/desktop)
• Checkout testing for agreed payment methods
• Shipping/tax scenario testing based on client-provided scenarios
• Redirect testing based on agreed sample set

Client acceptance includes:

• Verify content accuracy (product details, policies)
• Verify pricing, discounts, and tax rules are correct for the business
• Approve launch readiness

2.8 Cutover & launch plan

A migration launch is a cutover, not “publish a theme.”

Cutover plan includes:

• agreed freeze window for content/catalog changes
• DNS/domain switching responsibilities
• go-live checklist
• rollback plan (what triggers rollback and how)

Hypercare period:

• post-launch support window: [e.g., 3–5 business days]

Unless explicitly listed in “In-scope deliverables,” the following are excluded:

• Complex historical order/customer migration beyond agreed limits
• Custom app development
• Data cleansing and enrichment (unless specified)
• Replatforming backend systems (ERP/WMS replacements)
• Legal/tax compliance advice (configuration is not advice)
• SEO growth work (link building, content strategy) beyond migration hygiene
• Unlimited redirects without a coverage target
• Unlimited revisions / unlimited stakeholder rounds

• Client provides required access to legacy platform, hosting, and domain registrar
• Client provides exports/credentials for third-party tools and apps
• Client provides priority URL lists / analytics access for redirect prioritization
• Approvals returned within [X] business days to maintain timeline
• Scope inputs remain stable; changes follow change request process

• Provide domain/DNS access and coordinate domain owner approvals
• Provide legacy platform access and exports as needed
• Provide final confirmation on tax/shipping business rules
• Provide acceptance testing and sign-off on launch readiness

A change request is triggered by:

• adding new integrations/apps after scope sign-off
• increases in catalog/variant complexity beyond agreed limits
• major URL structure change requests after mapping begins
• additional migration data types not listed above

Change requests require written approval with timeline and cost impact.

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Fix: specify coverage target + validation method + owner.

Fix: define field mapping, limits, and validation.

Fix: list who owns DNS, freeze windows, and rollback triggers.

Fix: list the systems and workflows; “integrations included” is not scoping.

Fix: migration SEO is about preservation and risk management, not growth.

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A migration scope has lots of conditional sections:

• if catalog is large, include migration validation steps
• if B2B is in scope, include B2B workstream and exclusions
• if redirect coverage target is 99%, include expanded mapping/testing

RuleDox assembles migration scopes inside Google Docs from those inputs—so your team starts with a consistent first draft and tweaks what’s unique.

Assemble a migration scope in Google Docs → https://ruledox.app/live-demo

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• Shopify store build scope: https://ruledox.app/content/shopify/shopify-store-build-scope-of-work
• General Shopify scope template: https://ruledox.app/content/shopify/shopify-scope-of-work-template
• Shopify scope variables: https://ruledox.app/content/shopify/scope-variables-checklist

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Only if there’s a clear operational need. Historical data migrations can become disproportionately expensive. Make it an explicit choice with limits and acceptance criteria.

You reduce risk by: maintaining URL parity where possible, mapping redirects with a coverage target, validating post-launch behavior (sitemaps/robots/canonicals), and monitoring in the hypercare window.

It can be attached to a proposal, but its job is operational clarity: deliverables, exclusions, responsibilities, and change control.