Learn what what to expect when you migrate to 2.0!
Please review this information before your migration date.
Note that there is no downtime to your storefront while migration is taking place, but you may still want to choose a date that has less activity to give yourself more time to get oriented in your new account.
If you would like to book a free 2.0 training session before (or after) migration, you can book that here.
Pre-migration information
Key Feature / Workflow Updates
The table below lists some of the key features that we want you to better understand before you migrate.
Check the Reach out to us... column to see if it would be worthwhile to book time with our team about your use case and workflows.
You can set up a call by clicking here.
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Key Feature |
What's Changed? |
Reach out to us... |
| Catalog to Price Lists |
The URL structure of your catalog (called price list in 2.0) changes from localline.ca/farmname to farmname.localline.ca. You'll need to update your URL anywhere it is referenced, like your website and marketing materials. If a customer visits your 1.0 URL they are automatically redirected to your default 2.0 price list URL. If your 1.0 URL is used in a QR code, you won't have to create a new QR code for your default 2.0 URL as long as the QR code is dynamic. Multiple price lists can be public, each with its own unique URLs. |
If you are unsure what kind of QR code you have. |
| Monthly schedule options for catalog/price list email |
Monthly recurring schedules are not fully supported in 2.0.
In 2.0, you can choose weekly and select one or more days of the week, or choose every [x] number of days, along with the time of day (in your local time zone) that the email should send.
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If you use the monthly schedule and do not know which 2.0 option to choose. |
| Ability to view your private storefront |
In 1.0 you could view your public or private storefront in a single click.
In 2.0, you must register as a customer on your private price list in order to view it. |
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| Uncategorized products |
By default, uncategorized products are not displayed on your 2.0 storefront. If you have uncategorized products, you can categorize them before migration. Or, you can categorize them after migration or allow uncategorized products to be displayed on your storefront. |
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| Advanced Inventory | There are new ways to track inventory! You can now track and charge your products either item or weight. | If you sell variable weighted products. |
| Orders Exports | Orders page exports have more data and different column ordering. See sample files. | If you apply formulas to or create pivot tables in the exported files that support your workflow(s). |
| User roles (back office) | In 1.0 there are user roles with custom permissions. This feature is not available in 2.0 yet. | If you cannot function without limiting user permissions. |
| Users (storefront) | In 1.0, customer accounts can have multiple users on them. In 2.0, customer accounts can only have one user (for now), but they can specify other email addresses to be cc'd on automated emails about orders. | If you think your customers cannot function without multiple users in their account. |
| Square POS Integration | The Square Terminal integration is something we'll be bringing back to 2.0 soon! | If you are currently or plan on using the Square terminal in the near future. |
| Routes | This feature is not available in 2.0. | If you currently using the Routes functionality on Local Line to plan deliveries. |
| Embeds |
We've created new ways to customize your storefront! The embed feature from 1.0 is supported by third-party cookies, and all major web browsers are in the process of phasing third-party cookies out. As a result, this feature will gradually become unstable. |
If you want to discuss new methods to link up your website and Local Line storefront. |
| Messages | You can send an email to an individual customer, a subset, or all, which opens your own inbox with your customer emails bcc'd, so you can fully customize the email. You can also send a recurring email to your customers through Local Line. | If you want to revisit how to best communicate with your customers. |
| Selling to businesses vs customers. | By default, company names are displayed below the customer name for your customer in your back office tables. On the invoice, the company name is displayed above the customer name. | If the way this information is displayed is problematic for you. |
| Subscription billing | Your 1.0 subscription pricing is honoured for one year following your migration. | If you have questions about 2.0 pricing and what you will be billed in future. |
Considerations for the Food hub add-on
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Key Feature |
What's Changed? |
Reach out to us... |
| Vendor Logins |
For the "managed vendor" use case, which is where the hub manages vendor products and inventory directly, the vendor does not have a Local Line account as all workflows are done in the hub account. If your vendors need access to a pick or pack list you can manually email it to them. For the "connected vendor" use case, which is where the vendor manages their inventory, but the hub can customize some product settings like description and images, the vendor has a Local Line account of their own. They can download pick and pack lists directly, as well as generate an invoice for the hub. Hubs can have a blend of managed and connected vendors. If a hub needs to manage inventory for a connected vendor, the vendor can add the hub as a user on their account. |
If you are not sure which use case your vendors are. |
| Vendor display info | In 2.0 you have the option to display vendor contact details on your storefront, or to only display them in your back office. By default, your 1.0 data is migrated to display vendor contact details on your storefront. | If you do not want vendor contact details displayed on your storefront. |
| No Supplier Orders tab |
In 1.0 you had two tabs for your orders; one for customers and the other for suppliers. In 2.0 those tabs are consolidated into one, but you still have these features that were available on the 1.0 Supplier Orders tab:
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If you have concerns about the alternative way of taking these actions. |
| Vendor access to Reports page | Vendors that only supply a hub and do not have a paid plan for a storefront of their own do not have access to the Reports page metrics in 2.0 like they did in 1.0. | If you have concerns about this. |
Migration Details
When you migrate all of the information on your storefront automatically gets moved to 2.0. This includes:
- Your store open/close status post-migration is based on your 1.0 status at the time of migration.
- Catalog and categories, along with any recurring scheduled emails
- Products and packages
- Customers and store credits they have on their accounts
- Payment methods
- Delivery and pick-up plans (with an equivalent order cut-off time)
- All of your 1.0 orders are displayed in your 2.0 account with a read-only status. If you click on a 1.0 order in your 2.0 account, you are redirected to your 1.0 account to reconcile the order there. When you mark a 1.0 order paid, it moves the order record in 2.0 to the Closed tab on your Orders page. With the Food hub add-on, only 1.0 Customer orders are migrated, not Supplier orders. But, you retain read-only access for those orders in your 1.0 account.
- Your customers see their 1.0 order history in their account. The option to reorder a 1.0 order with a single click using the Order again feature is only available for orders placed in 2.0.
- Food hub add-on: We will send you your vendor list to specify whether a vendor is managed or connected, and whether they are still active or not. A managed vendor has their products and inventory managed directly by the hub. A connected vendor shares their products with the hub via Local Line so both can manage the products, but manages their own inventory.
- Food hub add-on: SupplierVendors are enabled, by default.
- Food hub add-on: Supplier/Vendor products & packages, categories, catalogs/price lists they are assigned to, and inventory quantities. Negative inventory quantities will be migrated set to 0.
- Food hub add-on: A hub and its vendors must migrate at the same time.
When the migration is complete you will receive an email with the next steps!
FAQs
Q: When I move to Local Line 2.0, are my customers affected?
Q: Do I have to move to 2.0 or can I keep my existing account?
Q: What if I can't migrate on the date you selected?
Q: What time of day can I expect the migration to happen?
Q: What if my account is on the pause program?
Q: How should I prepare for my migration date?
Q: When I move to Local Line 2.0, are my customers affected?
No, when you migrate to Local Line 2.0, your customers, along with any store credit they have in their account, will not be affected. Their current logins will continue to work on the new storefront! During the migration, your store will not need to be closed.
Once the migration is done, customers who try to go to your old store will automatically be redirected to your new store!
Q: Do I have to move to 2.0 or can I keep my existing account?
We're aiming to migrate all our remaining active accounts to 2.0! This will allow our team to focus on supporting one product and ensure we can build even more valuable features that all our customers can use.
All eligible customers must be migrated to 2.0 before December 15, 2022.
Q: What if I can't migrate on the date you selected?
Not a problem! Reach out to our team at support@localline.ca along with 1-2 dates that'd work better for you and we'll help reschedule your migration date. Note there are limited migration slots per day.
Q: What time of day can I expect the migration to happen?
Each migration is a little different depending on how much information we need to transfer. What this means is we aren't able to guarantee a specific time of day when the migration will happen. However, most migrations are completed between 10 am - 3 pm ET.
Q: What if my account is on the pause program?
We'll migrate your account all the same! Your paused status will be maintained in 2.0.
When you're ready to get set up for your next season, you'll just need to remember to use the new version of Local Line. New season, new look!
Q: How should I prepare for my migration date?
(1) Explore 2.0: Log into the test account we shared with you via email and complete the 2.0 checklist to see what's changed. If you need access to a test account, reach out to us anytime.
(2) Replicate workflows: Try going through the workflows you go through daily to ensure you're comfortable with how you'd accomplish the same tasks on 2.0 before your migration date. We're talking about exporting pick or pack lists, updating inventory, and fulfilling orders - you know your business best!
(3) Review the pre-migration important details. If you have any questions or concerns, book a call with us, or email us at support@localline.ca.
Don't forget to visit our Knowledge Base to learn about everything 2.0.
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