への移行方法 Shopify POS Without Losing Data or Sales

Switching to a new POS system can feel overwhelming. I’ve been in eCommerce for over a decade, and I’ve seen countless businesses struggle with POS migrations—inventory mismatches, lost customer data, and payment processing nightmares.

しかし、ここに真実があります： への移行 Shopify POS doesn’t have to be a headache. If you follow the right steps, you can move your business over smoothly, keep your sales running, and even improve your operations.

This guide will walk you through exactly how to に移行する Shopify POS—without breaking your business in the process.

移行する理由 Shopify POS?

これを読んでいるあなたはおそらくそうでしょう frustrated with your current POSシステム. Maybe it’s outdated, too expensive, or just doesn’t sync well with your online store.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Slow checkouts – Long wait times at the register due to an outdated system.
統合の欠如 – Having to manually update stock and customer details across platforms.
高い取引手数料 – Losing profit on every sale due to expensive payment processing.

If any of this sounds familiar, you’re not alone. Most traditional POSシステム weren’t built to seamlessly connect with eCommerce stores。それはどこです Shopify POS ゲームを変更します。

主なメリット Shopify POS

オールインワンシステム

Tired of juggling multiple platforms for online and in-store sales? Shopify POS syncs everything リアルタイムで, so your business runs smoothly without extra work.

連絡先 Shopify POS、あなたは得ます：

A 集中システム that tracks both online and in-store orders.
オートマチック inventory updates—no more manual stock adjustments.
シームレス 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.

より良い在庫管理

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

この試験は Shopify POS does for inventory:

Real-time stock syncing across online and retail locations.
Multi-location inventory tracking, so you can move products between stores effortlessly.
Low-stock alerts, so you always know when it’s time to reorder.

If you operate multiple stores, Shopify POS あなたがすることができます 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 と統合 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 plan).

に切り替えることによって Shopify Payments、あなた eliminate third-party processing fees and simplify your 決済システム. Plus, you get より速い支払い あなたの銀行口座に直接。

シームレスな顧客体験

Today’s customers expect a frictionless shopping experience, whether they buy online or in-store. Shopify POS すべてを保証します customer interactions are connected, making returns, exchanges, and loyalty rewards effortless.

連絡先 Shopify POS、次のことができます。

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 （およびその逆）。

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 あなたを抑えます, it’s time to switch. Shopify POS eliminates manual work, lowers fees, and creates a seamless customer experience.

No more inventory headaches
より迅速なチェックアウトプロセス
Lower payment processing costs
A unified system for online & in-store sales

に移行する Shopify POS Without Losing Data or Sales – Step by Step

行きましょう exactly how to migrate to Shopify POS 正しい道.

ステップ 1: 適切なものを選択する Shopify POS 計画

Before you migrate, you need to pick the right Shopify POS 計画 based on your business size, sales volume, and operational needs. Shopify オファー 二つのバージョン of its POS system: Shopify POS Lite と Shopify POS Pro.

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

あなたが 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をタップし、その後、 Shopify POS Pro is a better fit.

Let’s break down both options:

Shopify POS Lite (Free with Shopify 予定）

✔<2ja> 同梱一日 Shopify subscription plans (Basic, Shopify, Advanced, and Plus).
✔<2ja> 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.

それはあなたに次の能力を与えます 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)

✔<2ja> 高度な在庫追跡 – Monitor stock levels in real time across multiple locations.
✔<2ja> 複数の場所のサポート – Perfect for businesses with multiple retail stores or warehouses.
✔<2ja> In-store pickup & local delivery – Offer customers flexible shopping options.
✔<2ja> 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。それはあなたがすることができます track inventory across multiple stores, manage in-store pickup orders, and provide シームレスなカスタマーサービス by syncing online and offline sales.

また、 staff management feature helps ensure that employees only have access to the tools and data relevant to their role.

あなたが操作する場合 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.

Which Plan Should You Choose?

If you're just starting out and your physical sales are minimal, Shopify POS Lite 良い出発点になる可能性があります。

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.

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

適切なものを選択したら 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.

これを回避するには、次のことを行う必要があります 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:

製品と在庫 – Includes SKUs, product names, descriptions, pricing, and stock levels. This is essential to keep your inventory accurate when switching systems.
お客さま – Names, email addresses, phone numbers, and purchase history. Retaining customer data allows for seamless loyalty programs, personalized marketing, and accurate order tracking.
販売履歴 – 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.

あなたの現在の場合 POSシステム 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:

広告ⓘ

Square：へ行く Reports > Sales Summary > Export CSV to download transaction data. For inventory, use Items > Actions > Export Library.
ライトスピード：使用 在庫管理 to download a product list. For customer and sales data, navigate to Reports > Export Data.
クローバー：アクセス Transactions Export Tool in your Clover Dashboard to download sales records. Inventory can be exported from the 在庫アプリ.
Vend：案内する Products > Export All to download inventory data. Customer and sales reports can be exported from the 報告セクション.

If your POS system isn’t listed here, check your provider’s support documentation or カスタマーサービスに連絡する 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, , and a local device 何かがうまくいかない場合に備えて。
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 サポート CSV file uploads, so make sure your product, inventory, and customer data are structured properly. If needed, use Shopifyさん 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％正確な when migrating. Shopify ことができます bulk product imports via CSV, making it easy to upload everything at once.

How to import products into Shopify:

に行く Shopify Admin > Products > Import.
あなたのアップロード CSV product file and review the data before submitting.
Shopify will process the file and add your products to the store.

Proのヒント： 常に 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 ラインダウン。

2. Transfer Customer Data

Instead of manually entering each customer one by one, つかいます Shopify’s bulk customer import tool 時間を節約するために。

How to import customer data:

に行く Shopify Admin > Customers > Import customers.
あなたのアップロード CSVファイル containing customer names, emails, and purchase history.
Shopify 意志 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 シームレスな体験を提供する 戻ってくるお客様のために。

3. Migrate Sales & Transaction History

Shopify POS ありません 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.
使用 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.

ステップ4：セットアップ Shopify POS エントルピー

With your data successfully imported, it’s time to configure Shopify POS ビジネスニーズに合わせて。

1 接続する Shopify POS to Your Store

まず、あなたがする必要があります インストール Shopify POS アプリ お好みのデバイスで。 Shopify POS で最適に動作します iPads, tablets, and mobile devices, but you can also use it on desktop systems with compatible hardware.

セットアップ方法 Shopify POS:

ダウンロード 　 Shopify POS AppStoreのアプリまたはGooglePlay。
ログイン を使用して Shopify 資格情報。
システムは sync with your Shopify 店舗, 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 代替支払いオプション 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:

に行く Shopify Admin > Locations.
全て追加する physical store locations.
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 テストトランザクション to make sure everything is working correctly.

確認すべき重要な点:

Process a test sale Shopify POS.
取引の返金 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 効果的。

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 オファー video tutorials within the POS dashboard, making it easy for employees to learn the system quickly. If you run a busy retail store、検討する holding a hands-on training session ライブになる前に。

Step 6: Post-Migration Testing & Troubleshooting

すべてが準備できたら、 don’t rush into full operations just yet. Even if the migration process went smoothly, there’s always a chance that small errors could cause big problems down the line. Before you officially switch over, take a few days to test Shopify POS 管理された環境で 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 それを確認する Shopify’s inventory matches your actual stock levels.
Payment processing errors – 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 start で販売 Shopify POS.

最終的な考え

If your current POS system is あなたを抑えます, it’s time to make a change.

かどうか 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 あなたを助けます streamline your entire business, making it easier to manage inventory, track customer data, and process transactions without the usual headaches.