Use the migration tool to migrate from Shopify (legacy) to Shopify (Data sync)
Last updated: February 10, 2025
Available with any of the following subscriptions, except where noted:
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Learn more about the Shopify integration powered by Data sync compared to the legacy Shopify integration.
Shopify using Data sync
The Shopify (legacy) integration syncs orders and checkout data into HubSpot’s deals object, which was not built to represent ecommerce data. This has made it cumbersome to build reports and effective marketing campaigns using order and cart data. Additionally, when a syncing error occurred, it was hard to tell what happened and how to fix it.
Now, the new Shopify integration, powered by data sync, has new order and cart objects which makes it easier to sync ecommerce data with HubSpot. This integration also offers two-way syncing for contacts and products, so users can be sure both Shopify and HubSpot have the most updated information. Additionally, you can get insight into syncing errors and utilize sync settings, to ensure syncing is working as required.
Please note: the new Shopify integration offers better syncing functionality and an enhanced data model in comparison to the legacy integration, however, there are some feature gaps. These features are on the roadmap and will be coming soon:
- Currently, revenue attribution reporting is not directly supported for orders. However, you can utilize the customer journey report builder (Marketing Hub and Sales Hub Enterprise only) to create similar reports. These reports will help you track and understand the number of orders and revenue attributed to various marketing assets, such as emails and campaigns.
- You cannot restrict view permissions on order and cart records.
Key features of Shopify (Data sync)
- Two-way contact sync.
- Two-way product sync.
- One-way order sync: new orders object to represent order data in HubSpot.
- One-way cart sync: new cart object to represent abandoned checkouts in HubSpot.
- Advanced sync settings: you have granular control on the sync setup between platforms.
- Sync insights including: in sync, failing, and excluded.
- Dedicated record pages for orders and carts.
- Associate orders and carts to other objects.
- Create lists based on orders or carts.
Difference between Shopify (legacy) and Shopify (Data sync)
Shopify (legacy) | Shopify (Data sync) |
Limited two-way contact sync:
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Advanced two-way sync:
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Shopify orders are synced to the deals object. | Shopify orders are synced to the new orders object. Also, additional properties are synced into the new object, including: Order tracking number, shipping details, discounts codes etc. |
Shopify abandoned checkouts are synced to the deals object. | Shopify abandoned checkouts are synced to the carts object. Also, additional properties are synced into the new object, including: cart discount, referral site etc. |
There are no sync insights. | Sync insights include: in sync, failing, and excluded object records. |
There are basic sync settings. | Advanced sync settings with granular control on sync customization. |
Additional properties are synced from Shopify to HubSpot for all objects. |
Please note: the following will apply when migrating data from Shopify (legacy) to Shopify (Data sync):
- Because of the difference in the data model, there will be duplicate Shopify order and checkout data on the deals object from the previous integration and Orders and Cart objects from the new integration.
- Contact data will only be updated and will not result in duplicates as Shopify (Data sync) deduplicates contact by email ID.
- Product data will only be updated and not duplicated unless the product name has been changed. Data sync uses product name for deduplication. Therefore, if product names have changed, there could be some product duplicates.
Migrate and connect the Shopify integration
- In your HubSpot account, navigate to Data Management > Integrations.
- Click the Shopify app.
- Click Install new Shopify data sync app to update to the new version of Shopify.
- In the Connect your Shopify data sync account dialog box, click Next.
- Enter your subdomain, then click Connect to Shopify data sync.
- In the Shopify data sync is connected dialog box, click Next.
- Contact, order, and cart syncs are migrated by default, but turned off. To turn on the syncs:
Please note: products can be synced once the legacy Shopify app is uninstalled. It's suggested to go through the below steps to set up migrated syncs, then uninstall the legacy app, then sync products.
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- Click the sync name (e.g., Contact sync).
- The configuration from the legacy sync will automatically be added. You can adjust the configuration at each step, if required.
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- Review the configuration and make any changes needed, then click Next in the top right.
- Review the Limit section and make any changes needed, then click Next in the top right.
- Review the Organize section and make any changes needed, then click Review in the top right.
- Review the configuration. Click Save and sync in the top right to turn on the sync.
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- Repeat the steps for any other migrated syncs. You can also add new syncs (e.g., companies) by clicking Sync more data and following these steps.
- You can check your migration status by click Check migration status under Complete your migration process.
Migrating multiple Shopify stores
If you have multiple Shopify stores, you can migrate each one:
- In your HubSpot account, navigate to Data Management > Integrations.
- Click the Shopify app.
- Review which stores are connected under Connect your other stores.
- Click Connect to migrate another store.
Workflow actions migration
Accounts that are migrating to the latest Shopify via Data Sync integration will need to migrate some of their deal-based workflows to order or cart-based workflows. The legacy Shopify integration syncs Shopify orders and cart to HubSpot deals, and the new integration syncs Shopify Orders to HubSpot Orders, and Shopify Carts to HubSpot Carts.
The migration tool will create a new Order or Cart-based workflow from an original deal-based workflow, then the deal properties and associations in the original workflow will be mapped to order or cart properties and associations, depending on your selection.
Migrate workflows
To migrate your workflows:
- In your HubSpot account, navigate to Data Management > Integrations.
- Click the Shopify app.
- Under Complete your migration process click Migrate workflows.
- Review the list of eligible existing workflows to migrate.
- Select a Order object or Cart object workflow. Then, click to toggle the Migrate workflow switch on. The migrated Order or Cart workflow will be disabled by default, you can edit the workflow when it has been migrated and then, turn it on.
- In the bottom left, click Migrate workflows.
- To check the status of the migration, click Check status in the Migrate your existing data to Shopify v2 box.
- The migrated workflow will display in the workflows tool with (migrated) appended to the end of the workflow name.
Supported workflow actions
Within deal-based workflows, the following workflow actions are supported to be migrated:
- SET_PROPERTY
- LIST_BRANCH
- EMAIL_NOTIFICATION
- TASK
- DELAY
SET_PROPERTY
Set a property value with text or other property values. When migrating this workflow action, a new Order or Cart property will be created if an Order or Cart property does not already exist with the same name. The properties will be created using the mapping rules in the below section.
LIST_BRANCH
Create different branches for a workflow. When migrating this workflow action, deal properties and associations with Order or Cart properties and associations will be replaced using the mapping rules in the below section.
Please note: only Based on matching filter criteria branches will be supported for migration, not all branch types. Learn more about branches in workflows.
Send an email using a workflow. Deal associations will be created using the mapping rules in the below section.
EMAIL NOTIFICATION
Send an internal email notification to users. Deal properties and other object properties in the body and subject line will be replaced using the mapping rules in the below section.
TASK
Create a task in the CRM object with title, body/notes and associations and assign it to the owner of a deal or a user. Any associations and deal properties will be replaced using the mapping rules in the below section.
DELAY
Create delays between actions.
Please note: only Set amount of time, Days of the week or Time of the day are supported. Learn more about delays in workflows.
Mappings
Depending on the type of workflow you select to migrate your deal-based workflow to, the below mappings will apply for deal properties, associations and pipelines:
Deal property mappings
Deal property | Order property | Cart property |
dealname | hs_order_name | hs_cart_name |
amount | hs_total_price | hs_total_price |
amount_in_home_currency | hs_homecurrency_amount | hs_homecurrency_amount |
createdate | hs_external_created_date | hs_external_created_date |
deal_currency_code | hs_currency_code | hs_currency_code |
dealstage | hs_pipeline_stage | |
pipeline | hs_pipeline |
Deal associations mappings
Deal association | Order association | Cart association |
DEAL_TO_LINE_ITEM | ORDER_TO_LINE_ITEM | CART_TO_LINE_ITEM |
DEAL_TO_COMMERCE_PAYMENT | ORDER_TO_COMMERCE_PAYMENT | |
DEAL_TO_COMPANY | ORDER_TO_COMPANY | |
DEAL_TO_COMPANY_UNLABELLED | ORDER_TO_COMPANY | |
DEAL_TO_CONTACT | ORDER_TO_CONTACT | CART_TO_CONTACT |
DEAL_TO_DATA_SYNC_STATE | ORDER_TO_DATA_SYNC_STATE | CART_TO_DATA_SYNC_STATE |
DEAL_TO_DISCOUNT | ORDER_TO_DISCOUNT | CART_TO_DISCOUNT |
DEAL_TO_INVOICE | ORDER_TO_INVOICE | |
DEAL_TO_SUBSCRIPTION | ORDER_TO_SUBSCRIPTION | |
DEAL_TO_TICKET | ORDER_TO_TICKET | CART_TO_TICKET |
DEAL_TO_ORDER | CART_TO_ORDER | |
DEAL_TO_QUOTE | ORDER_TO_QUOTE | CART_TO_QUOTE |
ENGAGEMENT_TO_DEAL | TASK_TO_ORDER | TASK_TO_CART |
Deal default pipeline stages mappings
Deal ecommerce pipeline stage | Order pipeline stage | Cart status (hs_external_stage) |
CHECKOUT_ABANDONED | abandoned | |
CHECKOUT_PENDING | ||
CHECKOUT_COMPLETED | recovered | |
PROCESSED | PROCESSED | |
SHIPPED | SHIPPED | |
CANCELLED | CANCELLED | |
Custom Stage |
Uninstall the legacy Shopify app
The legacy Shopify app must be uninstalled as part of the migration process, to allow you to set up company and product syncs.
Please note: if you don't uninstall the app before May 15, 2025, it will automatically be uninstalled from your account.
To uninstall the app:
- In your HubSpot account, navigate to Data Management > Integrations.
- Click the Shopify app.
- Click Uninstall legacy app.
- Type uninstall, then click Uninstall.
- After uninstalling, you can sync products.