Shopify settings checklist after WooCommerce migration (2026)
Complete checklist of every Shopify Admin setting you need to configure after migrating from WooCommerce — payments, shipping, taxes, notifications, domains, legal pages, and more.
After migrating your products to Shopify, the product data is only part of what makes a working store. Shopify Admin → Settings has 20+ configuration sections that each need attention. This checklist walks through every settings area you need to configure after a WooCommerce migration — in the recommended order.
Section 1: Store details
Admin → Settings → Store details
- Store name: should match your brand (used in email subjects and notifications)
- Legal business name: for invoices and legal documents
- Address: your business address (used for tax calculations and shipping origin)
- Phone number
- Store email: this is what customer emails come FROM
Section 2: Payment providers
Admin → Settings → Payments
Configure payment gateways before launch:
- Shopify Payments (if available in your country): Enable and complete identity verification. This enables credit card processing with 0% Shopify transaction fee. Requires business documents.
- Third-party payment gateways: Stripe, PayPal, Braintree — add API keys. Note: using a third-party gateway incurs Shopify's transaction fee (0.5–2% depending on plan).
- PayPal Express Checkout: Enable separately if you want PayPal as a checkout option alongside your main gateway
- Manual payment methods: Bank transfer, cash on delivery — add if applicable for your market
Test your payment setup: place a test order using Shopify's bogus gateway test card (Admin → Settings → Payments → enable test mode).
Section 3: Shipping and delivery
Admin → Settings → Shipping and delivery
- Shipping origins: Set your fulfillment location(s) — used for carrier-calculated rates
- Shipping zones: Create zones for each region you ship to (domestic, international regions)
- Shipping rates: Add rates per zone:
- Free shipping (over $X threshold)
- Flat rate (fixed price)
- Weight-based rates
- Price-based rates
- Carrier-calculated rates (requires Shopify plan or carrier integration)
- Local delivery: Configure if you offer local delivery (delivery radius, fee, minimum order)
- Local pickup: Enable if customers can pick up in store or at a location
- Packaging: Add package dimensions for accurate carrier-calculated rates
Section 4: Taxes
Admin → Settings → Taxes and duties
- Shopify Tax (automatic, for US): Enable for automatic nexus detection and rate calculation across US states
- EU VAT: Enable "Charge taxes on digital goods" if applicable. Set up tax registrations for EU countries where you have nexus.
- UK VAT: Set up UK VAT registration if selling to UK customers post-Brexit
- Tax-inclusive pricing: If your WooCommerce prices were tax-inclusive (common in EU), configure Shopify to display prices including tax (Settings → Taxes → "All prices include tax")
- Product tax overrides: Mark tax-exempt products (digital services in some regions, food, children's clothing)
- Customer tax exemptions: Set up B2B customer tax exemption by tagging accounts "tax-exempt"
Section 5: Notifications
Admin → Settings → Notifications
Review and customize every customer-facing notification email:
- Order confirmation: Most important — add your logo, brand colors, and any custom messaging
- Shipping confirmation: Include tracking link (Shopify adds this automatically if you use Shopify Shipping)
- Order cancelled
- Refund notification
- Customer account welcome: Sent when customer creates an account
- Password reset
- Gift card issued (if using gift cards)
Edit each notification template:
- Click the notification type
- Edit HTML (or use the visual editor if available)
- Add your logo: use the "Email header logo" setting at the top of the notifications page
- Send test: click "Send test email" to verify appearance
Section 6: Domains
Admin → Settings → Domains
- Add your custom domain: Enter your domain name → Buy new domain or connect existing domain
- Set as primary domain: After DNS propagates, set your custom domain as primary (not the .myshopify.com URL)
- Redirect www to primary: Enable to redirect www.yourdomain.com and yourdomain.com to the same URL
- SSL certificate: Verify SSL is active (green lock) — Shopify provisions automatically but can take 30–60 minutes after DNS change
Section 7: Legal pages
Admin → Settings → Policies
Shopify has dedicated fields for each legal policy. Fill all four:
- Refund policy: Your returns and refunds terms. Shopify provides a template you can customize.
- Privacy policy: Update from WooCommerce version — add Shopify as data processor, remove WordPress/WooCommerce references
- Terms of service
- Shipping policy: Delivery timeframes, carriers, international shipping info
These automatically appear in checkout and can be linked from your footer navigation.
Section 8: Customer accounts
Admin → Settings → Customer accounts
- New customer accounts (recommended): Email-based, passwordless login. More secure and lower friction than password accounts.
- Classic customer accounts: Traditional username/password. Required if your WooCommerce customers had accounts and you want continuity.
- Guest checkout: Allow customers to check out without creating an account (generally recommended for conversion)
- Self-serve returns: Enable customer-initiated return requests (Shopify Plus feature on standard plans too)
Section 9: Checkout
Admin → Settings → Checkout
- Customer contact method: Email only, or email + phone
- Full name: First + last name vs single full name field
- Company name: Optional or required at checkout (enable for B2B)
- Shipping address phone: Optional or required
- Abandoned checkout emails: Enable (Shopify sends built-in abandoned checkout recovery emails — useful as a baseline before Klaviyo is set up)
- Order status page: Customize or add additional scripts (Google Analytics, pixels)
- Tipping: Enable/configure if applicable for service businesses
- Marketing consent at checkout: Ensure "Email me with news and offers" checkbox is pre-unchecked (GDPR requires opt-in)
Section 10: Markets
Admin → Settings → Markets (if selling internationally)
- Enable markets for each country/region you sell to
- Configure currency per market
- Set market-specific pricing if applicable
- Enable/disable specific markets (geofencing)
Section 11: Analytics
Admin → Settings → Customer events (previously "Online store" → "Preferences")
- Google Analytics 4: Add your GA4 Measurement ID (G-XXXXXXX). Shopify sends standard ecommerce events.
- Facebook Pixel: Connect via Meta channel app (not via Customer Events) for best integration
- Google Tag Manager: If using GTM, add container ID here — manages all other tracking tags
Section 12: Apps (install essential apps)
Admin → Apps
Install apps to replace WooCommerce plugins:
- Email marketing: Klaviyo, Mailchimp, or Omnisend
- Product reviews: Judge.me, Okendo, or Stamped
- Loyalty program: Smile.io (if applicable)
- Live chat/support: Gorgias, Tidio, or Zendesk
- SEO: SEO Manager or Plug in SEO (for meta tags, sitemap verification)
- Upsell/cross-sell: Frequently Bought Together, ReConvert
Section 13: Navigation
Admin → Online Store → Navigation
- Main menu: rebuild your WooCommerce navigation (category dropdowns, top-level pages)
- Footer menu: links to legal pages, blog, contact, social profiles
- URL Redirects: verify all WooCommerce redirects are imported
Section 14: Blog and pages
Admin → Online Store → Pages and Blog Posts
- Create essential pages: Contact, About, FAQ
- Link legal policy pages in navigation (or they'll auto-appear in checkout)
- If you migrated blog posts: verify they appear in Online Store → Blog Posts
Section 15: Theme configuration
Admin → Online Store → Themes → Customize
- Upload logo and favicon
- Set brand colors in global settings
- Configure typography (fonts)
- Build homepage sections
- Set up collection pages and product page layout
Final verification before launch
- Place a complete test order: add product → checkout → enter test payment → order confirmation
- Verify order confirmation email arrives and looks correct
- Test mobile: browse products, add to cart, reach checkout on phone
- Test domain: visit your domain (before DNS switch via .myshopify.com)
- Check all navigation menu links work
- Verify tax calculation in checkout matches expected rates
Working through this checklist systematically takes 4–8 hours for a standard store. The areas that take longest are usually: shipping configuration (multiple zones and rates), notification email customization, and navigation menu rebuilding. Don't shortcut these — they affect every order your customers place.
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