Comment migrer vers Shopify POS Sans perte de données ni de ventes

Passer à un nouveau système de point de vente peut être une expérience intimidante. Je travaille dans le commerce électronique depuis plus de dix ans et j'ai vu d'innombrables entreprises se débattre avec les migrations de points de vente : inadéquations des stocks, perte de données clients et cauchemars en matière de traitement des paiements.

Mais voici la vérité: Migration vers Shopify POS ça ne doit pas forcément être un casse-tête. Si vous suivez les bonnes étapes, vous pouvez faire évoluer votre entreprise en douceur, maintenir vos ventes et même améliorer vos opérations.

Ce guide vous expliquera exactement comment procéder. migrer vers Shopify POS—sans pour autant ruiner votre entreprise.

Pourquoi migrer vers Shopify POS?

Si vous lisez ceci, vous êtes probablement frustrated with your current Système de point de vente. Maybe it’s outdated, too expensive, or just doesn’t sync well with your online store. I’ve worked with countless business owners who struggle with:

• Inventory mismatches – Selling a product in-store, only to find out it was already sold online.
• Slow checkouts – Long wait times at the register due to an outdated system.
• Manque d'intégration – Having to manually update stock and customer details across platforms.
• Frais de transaction élevés – Losing profit on every sale due to expensive payment processing.

If any of this sounds familiar, you’re not alone. Most traditional systèmes de point de vente weren’t built to seamlessly connect with eCommerce stores. C'est là que Shopify POS change la donne.

Principaux avantages de l'Interactivité Shopify POS

Système tout-en-un

Tired of juggling multiple platforms for online and in-store sales? Shopify POS syncs everything en temps réel, so your business runs smoothly without extra work.

Chez Shopify POS, vous obtenez:

• A système centralisé that tracks both online and in-store orders.
• Automatique mises à jour d'inventaire—no more manual stock adjustments.
• Sans couture customer profile integration across all sales channels.

If a customer buys something online, your store inventory updates immediately. If someone purchases in-store, your Shopify website reflects the change instantly. No more overselling or frustrating stock issues.

Meilleure gestion des stocks

Running out of stock? Shopify POS prevents overselling and keeps your inventory accurate at all times.

Ce que Shopify POS does for inventory:

• Real-time stock syncing across online and retail locations.
• Suivi des stocks multi-sites, so you can move products between stores effortlessly.
• Alertes de stock faible, so you always know when it’s time to reorder.

If you operate multiple stores, Shopify POS te laisse transfer inventory between locations in just a few clicks. No more manual spreadsheets or stock confusion.

Lower Payment Processing Fees

If you’re using a third-party POS, chances are you’re paying extra fees on every sale. Shopify POS s'intègre avec Shopify Payments, which can lower your transaction costs significantly.

Compare the fees:

• Square & Lightspeed: 2.6% – 2.9% per transaction.
• Shopify Payments: As low as 2.4% per transaction (depending on your Shopify planifier).

En passant à Shopify Payments, Vous eliminate third-party processing fees et simplifiez votre Système de paiement. Plus, you get des paiements plus rapides directement sur votre compte bancaire.

Une expérience client fluide

Today’s customers expect a frictionless shopping experience, whether they buy online or in-store. Shopify POS garantit que tout customer interactions are connected, making returns, exchanges, and loyalty rewards effortless.

Chez Shopify POS, vous pourrez :

• Track purchase history across both online and in-store transactions.
• Offer personalized discounts based on previous shopping behavior.
• Accept in-store returns for online purchases (et vice versa).

For example, if a customer buys a pair of shoes online but wants to exchange them in-store, Shopify POS automatically pulls up their order history, allowing you to process the exchange in seconds.

If your current POS system is te retenir, it’s time to switch. Shopify POS eliminates manual work, lowers fees, and creates a seamless customer experience.

• Fini les maux de tête liés aux stocks
• Processus de paiement plus rapide
• Lower payment processing costs
• A unified system for online & in-store sales

Migrer vers Shopify POS Without Losing Data or Sales – Step by Step

Allons plus loin exactly how to migrate to Shopify POS le droit chemin.

Étape 1 : Choisissez le bon Shopify POS Plan

Before you migrate, you need to choisir le bon Shopify POS plan based on your business size, sales volume, and operational needs. Shopify On offre deux versions of its POS system: Shopify POS Lite et Shopify POS Pro.

While both allow you to process in-store sales and accept payments, the features and capabilities differ significantly.

Si vous exécutez un small retail store, pop-up shop, or occasional in-person sales events, Shopify POS Lite may be enough. But if you need real-time inventory tracking, multiple store locations, and advanced reporting, puis Shopify POS Pro is a better fit.

Let’s break down both options:

Shopify POS Lite (Free with Shopify Des plans)

✔️ Inclus avec tout Shopify subscription plans (Basic, Shopify, Advanced, and Plus).
✔️ Basic in-store sales tools, including barcode scanning and product lookups.
✔️ Works well for pop-ups, small retail setups, and businesses with simple in-store operations.

Shopify POS Lite is a great option for businesses that primarily sell online but occasionally do in-person sales at markets, trade shows, or pop-up events.

Il vous donne la possibilité de accept card payments, manage inventory, and process sales without requiring a separate POS system. However, if you run a full-fledged brick-and-mortar store, this version may lack the advanced features needed to scale your operations.

Shopify POS Pro ($89/month per location)

✔️ Suivi avancé des stocks – Monitor stock levels in real time across multiple locations.
✔️ Prise en charge multi-sites – Perfect for businesses with multiple retail stores or warehouses.
✔️ In-store pickup & local delivery – Offer customers flexible shopping options.
✔️ Staff roles & permissions – Control employee access based on their role.

Shopify POS Pro is designed for retailers who need a fully integrated, data-driven system. Cela vous permet de track inventory across multiple stores, manage in-store pickup orders, and provide service client sans faille by syncing online and offline sales.

En outre, le staff management feature helps ensure that employees only have access to the tools and data relevant to their role.

Si vous utilisez un physical store with high sales volume, Shopify POS Pro is definitely worth the investment.

The ability to track sales trends, monitor performance, and adjust stock levels in real time gives you a competitive edge and prevents common retail challenges like overselling or stock discrepancies.

Quel plan choisir ?

If you're just starting out and your physical sales are minimal, Shopify POS Lite peut être un bon point de départ.

But if you’re serious about scaling your retail operations, offering in-store pickup, multi-location management, and advanced analytics, then POS Pro is the way to go.

Astuce Pro: Shopify POS Pro is charged per location, so if you have multiple stores, factor that into your costs when deciding on a plan.

Une fois que vous avez sélectionné le bon Shopify POS plan for your business, the next step is to export your data and prepare for the migration process. Let’s go over that next.

Step 2: Export Data from Your Current POS System

One of the biggest mistakes I see businesses make during a POS migration? Not backing up their data properly before switching systems.

Losing product listings, customer records, or sales history can cause major disruptions, leading to inventory issues, unhappy customers, and revenue loss.

Pour éviter cela, vous devez export all critical business data from your existing POS system before making the switch. This ensures that nothing gets lost during the transition and allows you to easily import everything into Shopify POS.

Here’s what you need to export:

• Produits et inventaire – Includes SKUs, product names, descriptions, pricing, and stock levels. This is essential to keep your inventory accurate when switching systems.
• Clients – Names, email addresses, phone numbers, and purchase history. Retaining customer data allows for seamless loyalty programs, personalized marketing, and accurate order tracking.
• Histoire des ventes – Past transactions, order numbers, and payment records. While Shopify POS doesn’t allow direct sales history imports, keeping a record ensures you have access to past transactions if needed.
• Gift Cards & Discounts – If you offer store credit or run promotions, ensure these are accounted for so customers don’t lose their balances.

Si votre courant Système de point de vente allows you to export this data in CSV format, that’s ideal—since Shopify POS supports CSV uploads for easy migration.

How to Export Data from Common POS Systems

Each POS system has a different method for exporting data. Here’s how to do it for some of the most common platforms:

• Square: Aller à Reports > Sales Summary > Export CSV to download transaction data. For inventory, use Items > Actions > Export Library.
• Lightspeed: Utilisez le Inventory Manager to download a product list. For customer and sales data, navigate to Reports > Export Data.
• Clover: Accéder au Transactions Export Tool in your Clover Dashboard to download sales records. Inventory can be exported from the Application d'inventaire.
• Vend: Aller vers Products > Export All to download inventory data. Customer and sales reports can be exported from the Section de rapport.

If your POS system isn’t listed here, check your provider’s support documentation or contacter leur service client for guidance on exporting data.

What to Do After Exporting Your Data

Once you’ve successfully exported everything, don’t rush into uploading it to Shopify just yet. Take the time to:

• Review and clean up your data – Look for duplicates, outdated information, and errors. Ensuring accuracy before importing will save you time later.
• Save multiple backup copies – Store your exported files on an external drive, stockage cloud, and a local device au cas où quelque chose se passe mal.
• Verify exported formats - Shopify POS works best with CSV files, so check that your data is properly formatted for a smooth import.

A clean, accurate data transfer is key to making the transition to Shopify POS as smooth as possible. Once your data is backed up and organized, you’re ready for the next step—importing everything into Shopify POS.

Step 3: Import Your Data into Shopify POS

Once you’ve exported all your data from your previous POS system, it’s time to import everything into Shopify POS. This step is crucial—errors here can lead to missing products, inaccurate inventory counts, and customer profile issues.

Before importing, double-check that your files are formatted correctly. Shopify supports CSV file uploads, so make sure your product, inventory, and customer data are structured properly. If needed, use Shopify's sample CSV templates to clean up your data before uploading.

1. Import Products & Inventory

Your inventory is the backbone of your store, so this needs to be 100% précis when migrating. Shopify permet bulk product imports via CSV, making it easy to upload everything at once.

How to import products into Shopify:

1. Cliquez sur Shopify Admin > Products > Import.
2. Téléchargez votre CSV product file and review the data before submitting.
3. Shopify will process the file and add your products to the store.

Astuce Pro: Toujours double-check SKU numbers, pricing, and inventory counts before finalizing the import. If there are errors in your product file, they can cause stock discrepancies and pricing issues sur toute la ligne.

2. Transfer Customer Data

Instead of manually entering each customer one by one, utilisé Shopify’s bulk customer import tool gagner du temps.

How to import customer data:

1. Cliquez sur Shopify Admin > Customers > Import customers.
2. Téléchargez votre fichier CSV containing customer names, emails, and purchase history.
3. Shopify sera automatically create customer profiles based on the imported data.

This step is crucial if you offer loyalty programs, customer discounts, or personalized marketing. Keeping past purchase data allows you to offrir une expérience fluide pour les clients fidèles.

3. Migrate Sales & Transaction History

Shopify POS pas allow direct imports of past transactions, but there are workarounds to retain historical data for reporting and customer service purposes.

How to handle old sales records:

• Manually enter past orders for high-value or recent transactions.
• Keep old POS data stored externally for reporting and tax purposes.
• Utiliser un third-party app like Xporter Data Export to sync historical sales data.

If you need access to past sales trends and analytics, consider keeping your old POS system active in a limited capacity or exporting reports before shutting it down.

Étape 4: configurez votre Shopify POS Système

With your data successfully imported, it’s time to configurer Shopify POS pour répondre aux besoins de votre entreprise.

1. Relier Shopify POS à votre magasin

Tout d'abord, vous devez installer la Shopify POS appli sur votre appareil préféré. Shopify POS fonctionne mieux sur iPads, tablets, and mobile devices, but you can also use it on desktop systems with compatible hardware.

Comment mettre en place Shopify POS:

1. Télécharger le Shopify POS application de l'App Store ou Google Play.
2. Connexion en utilisant votre Shopify lettres de créance.
3. Le système va sync with your Shopify Boutique, pulling in products, inventory, and customer data automatically.

2. Set Up Your Payment Methods

Shopify Payments is the default payment processor, but you can also add paiement alternatif Options depending on your business model.

Available payment methods in Shopify POS:

• Shopify Payments (credit/debit cards, Apple Pay, Google Pay)
• PayPal
• Manual payments (cash, bank transfers)
• Third-party gateways like Stripe or Square

If you process a high volume of transactions, compare transaction fees to see which provider offers the best rates for your business.

3. Sync Inventory Across Locations

If you operate multiple stores, you need to assign inventory correctly to each location.

How to manage inventory locations in Shopify:

1. Cliquez sur Shopify Admin > Locations.
2. Tout ajouter emplacements des magasins physiques.
3. Ensure that each product has the correct stock levels assigned to each store.

Now, whenever a product is sold in-store or online, Shopify automatically adjusts the inventory in real time, preventing overselling and stock discrepancies.

4. Test Transactions Before Going Live

Before you fully launch Shopify POS, run a few tester les transactions to make sure everything is working correctly.

Éléments clés à vérifier :

• Process a test sale en utilisant Shopify POS.
• Rembourser une transaction to confirm return policies work properly.
• Check inventory updates to ensure stock levels adjust in real time.

If you notice any errors, fix them now before your store goes live to avoid issues with real customers.

Step 5: Train Your Staff on Shopify POS

Switching to a new POS system means your employees will need training to handle sales, refunds, and inventory management de manière efficace.

Key areas to train your staff on:

• Processing sales & refunds – How to handle transactions smoothly.
• Using discounts & promo codes – Applying customer incentives at checkout.
• Managing customer profiles – Searching purchase history and issuing rewards.
• Inventory checks & stock updates – Ensuring products are available in the right locations.

Shopify On offre video tutorials within the POS dashboard, ce qui permet aux employés de learn the system quickly. If you run a busy retail store, considérer holding a hands-on training session avant d'aller vivre.

Step 6: Post-Migration Testing & Troubleshooting

Une fois que tout est mis en place, don’t rush into full operations just yet. Even if the migration process went smoothly, there’s always a chance that petites erreurs could cause big problems down the line. Before you officially switch over, take a few days to tester Shopify POS dans un environnement contrôlé to ensure that everything works as expected.

Skipping this step can lead to inventory discrepancies, payment failures, or missing customer data, which can frustrate both your team and your customers. A few days of careful testing now can prevent major operational headaches later.

Common Issues to Check For:

• Missing customer data – Some profiles may not transfer perfectly. Check for duplicates or incomplete records.
• Inventory mismatches – Run a full stock audit pour vérifier que Shopify’s inventory matches your actual stock levels.
• Erreurs de traitement des paiements – Test different payment methods (credit cards, cash, and digital wallets) to ensure seamless transactions.

If any issues come up, fix them before fully switching over. A smooth transition ensures that customers won’t experience any disruptions, and your team will be confident using the new system.

Once testing is complete, you’re officially ready to Commencer vendre avec Shopify POS.

Réflexions finales

If your current POS system is te retenir, it’s time to make a change.

Si vous êtes struggling with inventory mismatches, slow checkouts, high transaction fees, or disconnected online and in-store sales, Shopify POS solves these problems by bringing everything into one seamless system.

For retailers, efficiency is everything. A disorganized POS system doesn’t just slow down operations—it can lead to lost sales, frustrated customers, and unnecessary costs.

Shopify POS vous aide à streamline your entire business, making it easier to manage inventory, track customer data, and process transactions without the usual headaches.