Shopify POS migration for a Canadian franchise network.

Shopify POS · Shopify Plus · Data migration · Smile.io

Case study

$35k Saved against the first agency proposal, with every store moved to Shopify POS.

Overview

From three shops to a franchise network across Canada, now running on Shopify POS.

Shop Santé is a fast-growing Canadian brand on Shopify Plus that started with three physical stores. They first worked with us on ongoing Shopify support, theme updates and new features, then asked us to move their whole retail network to Shopify POS.

Client
Shop Santé
Market
Canada
Platform
Shopify Plus, Shopify POS
Scope
Data migration, POS rollout, Smile.io loyalty, staff training
Partnership
Ongoing Shopify and Klaviyo support
Shop Sante Case Study

The challenge

A local partner
couldn’t deliver.
We could.

When the time came to move their stores to Shopify POS, Shop Santé first looked at a local Canadian partner. Despite a significant fee, it became clear that partner could not deliver, so they brought the project to us. The brief: migrate over 500,000 customers, with their historical orders, gift cards and loyalty data, while launching a new loyalty programme on Smile.io.

What had to move

  • 500,000+ customers
  • 50M+ data points
  • Gift cards and customer barcodes
  • Loyalty data, onto Smile.io

The solution

Restructured data.
Rolled out store by store.

Working with our big data specialist, we rebuilt every customer export for a clean Shopify import, then moved the network over one location at a time.

  1. 01 Restructure Every customer export reformatted and restructured so it would import cleanly into Shopify.
  2. 02 Import Structured Google Sheets and Matrixify moved every record into the Shopify admin.
  3. 03 Keep it scannable Existing gift cards and customer barcodes imported, so they still scan and work in every store.
  4. 04 Roll out Location by location, with staff training at each stage for a smooth switch.
Shop Sante Case Study

The results

One POS for every store.

Shop Sante Case Study

Shop Santé now runs a fully integrated POS across its franchise network, and saved $35,000 against the first proposal from their local partner.

  • Orders and loyalty in one placeA much-improved customer experience for order management and loyalty, at the till and online.
  • Simpler stock and transfersStreamlined stock management and simplified transfers across the franchise network, so the team can focus on growth.

In their words

“Outstanding Support and Seamless Shopify POS Integration.”
Eric Fortier Shop Santé · 18 Nov 2024 Read all reviews

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