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Migrating to LocalLine from another platform

How to move your products, customers, and order history into Local Line from any platform — without losing data or downtime.

Switching e-commerce platforms can feel daunting, but migrating to LocalLine is straightforward when you follow the right sequence. This guide covers what to export from your current platform, how to format it for Local Line, and how to import it cleanly.

Most migrations take 1–3 days end-to-end, depending on the size of your catalog and customer base.

Before you begin

Gather the following from your current platform: 

  • Product list (names, descriptions, prices, units, categories, taxes, and images)
  • Customer list (names, emails, addresses, any pricing tiers)
  • Order history (optional, but useful for reporting continuity)
  • Payment processor details (Stripe or Square account info)

You'll also want to decide on a migration date - the day you'll stop taking orders on your old platform and start taking them on Local Line. Pick a low-volume order day. 

Step 1: Set up your Local Line account

Before importing anything, complete the basics: 

  • Login and complete your business profile.
  • Configure your subscription and billing. 
  • Add other team members. 

For full instructions, see Setting up your LocalLine account. 

2. Export your data from your current platform

Most platforms offer a data export option in their admin settings - typically under sections labeled Data Export, Reports, or Settings. 

At minimum, export the following CSV files: 

  • Products (names, descriptions, prices, units, categories, taxes, and images)
  • Customers (names, emails, addresses, any pricing tiers)

If your current platform doesn't offer a self-serve export option, contact their support team to request a full data export. Most will provide one on request. 

If you're moving from a spreadsheet or manual system, you can skip directly to Step 3 and format your data using Local Line's import templates.

Step 3: Format your data for Local Line

Local Line uses specific CSV formats for imports. Don't try to upload your platform's CSV directly — column names and structure won't match.

  1. In LocalLine, go to Products, click the 3-dot button on the top right, then click 'Import Products'. 
  2. Download the product import template. 
  3. Copy your exported data into the template, mapping the columns. 
  4. Repeat for the customer import template in the 'Customers' tab. 

Take time on this step. Formatting errors at this stage cause most migration problems. 

Step 4: Import your data

Once your CSV's are formatted: 

  1. Upload your spreadsheet and import your products. 
  2. Review the import preview - LocalLine will flag any errors or warnings. 
  3. Fix any flagged rows in your CSV and re-upload if needed.
  4. Click 'Confirm import'. 
  5. Repeat for customers in the 'Customers' tab. 

Imports typically process within a few minutes for spreadsheets with less than 1,000 rows. 

Step 5: Set up price lists, fulfillment, and payments

With your products and customers now imported, complete the remaining launch steps: 

  • Create price lists and assign customers.
  • Configure your fulfillment plans (delivery, pickup, shipping). 
  • Connect LocalPay, Square, or Stripe for online payments. 

See the Launch checklist for the full pre-launch steps. 

Step 6: Test before switching over

Before announcing the move to customers, run a full test: 

  1. Place a test order on your new LocalLine store. 
  2. Verify pricing matches what customers should see. 
  3. Confirm tax calculations are correct. 
  4. Test that confirmation emails are sent. 

Step 7: Cut over 

On your migration date: 

  • Close orders on your old platform.
  • Open your LocalLine store.
  • Send a launch email to your customers with your new store URL and any login instructions. 
  • Keep your old platform accessible for 30-60 days so you can reference past data. 

Common migration issues include: 

  1. Pricing mismatches: Double check unit-of-measure conversions (per lb vs. per case)
  2. Missing product images: Most platforms don't export image files directly. You may need to re-upload images manually or request help from our team. 
  3. Customer login issues: Customers will need to activate their new accounts on your store. This is usually done via your launch email after opening the store for orders. 

If you need any assistance with your migration, we are here to help. Contact support@localline.ca for further support.