Blunt decision rule
Start here
Require sample exports before signing and again before migration. Preserve the old system read-only until deposits, opening inventory, gift cards, taxes, and reports reconcile. Never assume customer passwords, saved payment methods, loyalty balances, or historical detail will transfer.
Inventory and catalog
- Product and variant IDs
- SKU and barcode
- Name and description
- Price, cost, tax, vendor, and category
- On-hand quantity by location
- Bundles, modifiers, and recipes
- Images and ecommerce fields
Customers and stored value
- Customer contact fields and consent status
- Loyalty points and rewards rules
- Gift-card number or transferable balance
- Store credit
- Membership or subscription status
- Saved payment methods—usually restricted or nonportable
Sales and accounting
- Order and line-item detail
- Discount, tax, tip, refund, and tender
- Deposit and payout identifiers
- Employee and register attribution
- Invoices, open orders, and deposits
- Accounting mappings and journal exports
Run a parallel reconciliation
Choose a cutoff, freeze catalog changes, take opening counts, preserve exports, and compare the first deposits and reports. Keep a written exception list for records that must be recreated manually.
Official starting points
Sources to confirm before buying
Features, terms, support, and compatibility can change. These links are starting points; the written quote and agreement control the actual purchase.