Plan and business boundaries
Upgrade decision
Distinguish between the capabilities already available in existing packages and Plus-exclusive capabilities, and first explain the necessity, cost boundaries, and alternatives.
If multi-market operations, B2B, staff permissions and checkout customisation are still manageable, there is no reason to upgrade just for the Plus badge.
Check what the current plan already covers, then isolate the requirements that genuinely depend on Plus.
We separate platform fees, migration work, integrations and launch risk so the scope stays clear.
Manage stores, users, roles and billing together, while keeping store-level responsibilities explicit.
Map products, customers and orders, then agree whether Shopify, ERP, PIM or OMS is the source of truth for each field.
Walk through payment, shipping, discounts, company catalogues and approvals before deciding where Plus is actually required.
Give each role the access it needs, test important changes in staging, and keep an approval and rollback checklist for release day.
Use the same definitions for sales, channels, key events and performance so each market is not reporting a different version of the truth.
After launch, watch performance, orders and errors against the same checklist used during migration.
When there are many stores, many members, and many checkout rules, Plus can save real management costs.
Official fees and development scope are explained separately to avoid ambiguous package quotations.
First check which themes, applications and data are still usable, and don’t redo those that can be retained.
Customer, order and product history must be checked first, and missing data cannot be discovered only after going online.
First check whether the current plan can meet the requirement. An upgrade should not be the default answer.
Make a list of marketplaces, stores, teams, checkouts, B2B, and existing systems to see which ones you really can’t live without Plus.
Confirm the data migration, integrations and acceptance criteria step by step.
First figure out how to migrate data and connect interfaces, and then do pre-release drills and official switching.
Ideal for teams that will continue to add markets, stores and internal processes.
When you add markets, stores or systems in the future, you can continue to add them along the original structure without having to reinvent the wheel every time.
Reduce manual work on order, inventory, and customer tasks with Shopify Flow.
Connect ERP, CRM, PIM and analytics tools to avoid data silos.
Custom checkout, B2B and extension capabilities are implemented based on real business priorities.
Assist in connecting with the Shopify team to clarify official plans, fees and upgrade conditions.
Complete redirection, SEO, payment, and key process regression testing before going live.
After launch, watch performance, orders and errors against the same checklist used during migration.
Ideal for brands that already have multiple marketplaces, multiple people collaborating, or complex checkout rules.
Official fees and development scope are explained separately to avoid ambiguous package quotations.
Take inventory of current packages, marketplaces, stores, permissions, checkout and integration needs.
Keep what the current plan already handles. Only Plus-dependent requirements go into the upgrade scope.
Agree data sources, integration endpoints and ownership before building the staging environment.
Use real products and test orders to check customers, payments, shipping and redirects end to end.
Switch by list; after going online, focus on orders, speed, advertising attribution and exceptions.
Before officially switching, prepare a way to return to the old version. If you add markets or features later, continue along this list.
Plan and business boundaries
Upgrade decision
Distinguish between the capabilities already available in existing packages and Plus-exclusive capabilities, and first explain the necessity, cost boundaries, and alternatives.
Multiple markets and organizational structures
store planning
Sort out markets, currencies, languages, team permissions and extended stores to avoid mistakenly creating duplicate stores due to business differences.
Checkout extension
Checkout experience
Clarify how the checkout UI, payment and shipping rules, discounts, and third-party services are implemented and compatible.
B2B Advanced Capabilities
B2B purchasing
Included in Plus scope only if capabilities such as unlimited catalogs, company-level catalog assignments, deposits or partial payments are required.
Data migration
Customer and order continuity
Establish mapping, sampling verification and rollback solutions for products, customers, companies, orders, files and redirects.
System integration
ERP / PIM / OMS / 3PL
Clarify field ownership, synchronization direction, frequency, failure retries and manual compensation to avoid data overwriting each other after going online.
Data and Attribution
Events, pixels and consent management
Use the same set of event definitions before and after migration to check channel attribution, privacy consent, and organization-level reporting.
Performance and SEO
Traffic continuity
Check redirects, canonical links, sitemaps, index controls, and core performance metrics to reduce migration volatility.
Publishing and Governance
Launch checklist
Through pre-release drills, permission reviews, rollback paths, and post-launch monitoring, there is a responsible person for every change.
Products, customers, orders and discount rules are verified one by one according to the migration list.
Unified planning of multi-market stores, currencies, languages and team permissions.
Reduce manual work on order, inventory, and customer tasks with Shopify Flow.