Moving from Microsoft Dynamics RMS to Shopify POS starts with a sample review of store and headquarters databases, backups, customizations, and stock. The plan must show how those records will fit Shopify POS before a transfer is accepted.
Products and customers already in your next system
The decisions we make first.
Source access
Review representative exports and the available extraction method.
History & balances
Assess sales history, gift cards, loyalty, and credits separately.
Test & acceptance
Agree the records and checks before the final transfer.
Review your Microsoft Dynamics RMS starting point
Identify the RMS version, number of store databases, and any headquarters consolidation. Check that a backup is readable before relying on it as an archive.
Identify the source account owner, available export formats, and the connected systems that will remain after the change.
Representative products and variants
Customer records with source identifiers
Stock by store or warehouse
Separate history and balance requirements
Prepare the Shopify POS destination
Decide whether Shopify ecommerce remains in place. A matching plan should identify the existing product and variant records before any new catalog is loaded.
The destination review covers products, options, variants, existing Shopify IDs, and inventory locations. Confirm existing records and the rules for matching or creating them before loading a sample.
Test the relationships your stores depend on
Use examples that exercise the differences between Microsoft Dynamics RMS and Shopify POS: a complex product, an existing customer, and stock at more than one location where relevant.
Agree the expected result in advance, then compare identifiers, product grouping, destination fields, and opening quantities. Keep exceptions with the retailer’s decision.
Make history and balances explicit
Choose how customers, credits, and transactions will be retained. A database backup and a usable historical report are different handover requirements.
Keep customer contacts, order history, and outstanding customer balances as separate datasets. Confirm how sales channels and location assignments will be checked after a test.
Each required dataset should have one agreed outcome: operational import, approved transformation, accessible archive, or documented exclusion.
Confirm scope before the final move
The $2,999 flat fee applies to a defined migration scope confirmed after reviewing your samples and the destination requirements.
The plan covers preparation, mapping, a test, the planned final transfer, and reconciliation. Vendor access, wider implementation, and ongoing integration dependencies are identified before booking.