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Moving from manual delivery

Plan your workflow, check the details, and deliver with a clear record.

Moving from manual delivery

Move Custom File Delivery from Email to Shopify Orders

Move custom-file delivery from email to Shopify orders with a phased migration plan, controlled pilot, and manual rollback route.

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Moving from manual delivery

Move from Shared Folders to Order-Linked Customer Files

Map shared folders to Shopify orders before moving customer files, using an inventory that distinguishes originals, finals, and ambiguous matches.

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Moving from manual delivery

Move Personalized Orders from Product-Level Downloads to Per-Order Delivery

Separate reusable product downloads from personalized historical files when moving Shopify orders to a per-order delivery process.

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Moving from manual delivery

Pilot a New Shopify File Delivery App Before Switching All Orders

Pilot a Shopify file-delivery app with ten synthetic orders, explicit acceptance criteria, and stop conditions before a wider migration.

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Moving from manual delivery

Keep Old Customer Download Links Working During a Migration

Preserve customer access during a delivery-app migration with an inventory of old links, availability promises, and replacement responsibilities.

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Moving from manual delivery

Audit File-to-Order Matches Before Importing Historical Deliverables

Reconcile historical deliverables before migration with a file-to-order audit, exception queue, and risk-based verification worksheet.

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Moving from manual delivery

Switch Delivery Apps Without Sending Duplicate Customer Emails

Switch digital-delivery apps without duplicate customer emails by inventorying triggers, isolating a pilot, and documenting the cutover boundary.

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Moving from manual delivery

Estimate Storage Before Moving Custom Files to a Shopify App

Estimate migration storage with measured file sizes, retained months, historical inventory, and revision copies before choosing a delivery plan.

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Moving from manual delivery

Move from a Spreadsheet Delivery Tracker to Shopify Order Records

Replace a spreadsheet delivery tracker with order records by mapping fields, preserving exceptions, and separating production from delivery status.

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Moving from manual delivery

Write a Rollback Plan for a Digital Delivery App Migration

Create a rollback plan for a Shopify delivery-app migration with stop conditions, notification ownership, and customer-link continuity.

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