How to Migrate Your ProfitMetrics website to Shopify

If you have more than one website:
How to Migrate One of Your Existing ProfitMetrics Websites to Shopify

If you are just getting started with ProfitMetrics in Shopify and not migrating:
How to install the ProfitMetrics App in Shopify

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Section 1: Before you Switch
1.1 Identify your first order ID
1.2 Verify your VAT/Tax settings in Shopify
1.3 Handle historical orders

Section 2: Migration Day Checklist
2.1 Switch the Platform Connection to Shopify
2.2  Reinstall the custom pixel
2.3 Reconnect Your Ad Channel Integrations
2.4 Add the Consent API Script

Section 3: After Migration Verification
3.1 Verify Transaction Counts Match
3.2 Check the Paid Amount on Orders
3.3 Verify Shipping and Payment Method Names
3.4 Check Cost of Goods and Currency

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Section 1: Before You Switch

Complete these steps before you go live on Shopify. Skipping them is the most common cause of data problems after a migration.

1. Identify your first order ID 

Using this to identify order ID conflicts is the single most important thing to do before migration.

ProfitMetrics can only ever import an order ID once. All Shopify stores start at order 1000, so if your previous CMS also used an integer for an order ID, you may have duplicated order IDs (either now, or later when your order IDs catch up). When your new Shopify order ID catches up to your old system, ProfitMetrics will silently skip it — because that ID already exists. This can't be solved with an order ID prefix/suffix; ProfitMetrics doesn't read prefix or suffix from Shopify.

The solution:

• Ask support@profitmetrics.io to rename old orders (either ALL old orders, or a specific date range if you can identify one). We can add a prefix to orders we've already imported so they won't trigger a match with new Shopify orders.
• IMPORTANT: If you plan to import historical orders from your old platform into Shopify, make sure to add the tag pm_exclude to those orders before they sync. See Section 1.3 below: Handle Historical Orders

2. Verify Your VAT / Tax Settings in Shopify

ProfitMetrics calculates profit by subtracting VAT/tax from your revenue. If tax is not configured correctly in Shopify before migration, your revenue and profit figures will be wrong from day one.

Before going live, check the following:

• Confirm that your VAT/tax rates are set up correctly in Shopify under Settings > Taxes and duties.
  
• Make sure each product is marked as taxable. In Shopify, go to each product page and check that the "Charge tax on this product" checkbox is ticked. If products are not marked as taxable, Shopify will not include VAT in the order total, and ProfitMetrics will record the wrong paid amount.

 

3. Handle Historical Orders

If you plan to import old orders from your previous platform into Shopify (for example, for inventory or reporting purposes), ProfitMetrics will treat them as new orders and pull them into your account — potentially creating duplicates or inflating your revenue figures.

To prevent this, add the tag pm_exclude to all historical orders before they are synced to ProfitMetrics.

WARNING: The tag must be spelled exactly pm_exclude (all lowercase). ProfitMetrics will not recognise it if it is written differently. Add the tag before the orders are imported — it cannot be applied retroactively. If you need to auto-tag orders based on specific criteria, you can do this using Shopify Flow. See How to Exclude POS Orders in Shopify Using Shopify Flow as an example — your development team can adapt the same Flow logic for other order types.

Section 2: Migration Day Checklist

Once your Shopify store is ready to go live, follow these steps to switch the platform connection in ProfitMetrics and restore all tracking.

1. Switch the Platform Connection to Shopify

1. Log in to my.profitmetrics.io.
2. If you have more than one website, make sure you are on the correct one.
3. Go to Integrations > E-commerce Platforms > Shopify.
4. Click "Migrate to Shopify" and follow the on-screen steps.
5. Enter your myshopify URL in the field provided.
6. Click "Install Shopify App". You will be redirected to Shopify.
7. Confirm you are installing into the correct store, then click "Install".
8. Back in ProfitMetrics, click "Create Subscription". You will be redirected to Shopify again.
9. Click "Approve" to confirm the subscription.
10. You will be redirected back to ProfitMetrics. Click "Close Message" if prompted. Your platform connection is now switched to Shopify. ✅

2. Reinstall the Custom Pixel

The ProfitMetrics tracking script must be reinstalled as a Shopify Custom Pixel. This is required for Conversion Booster and GA4 to work.

1. Go to Integrations > E-commerce Platforms > Shopify.
2. Click "Open Script Setup Guide" and follow the steps to install the App/Custom Pixel in Shopify.

3. Reconnect Your Ad Channel Integrations

Your Google Ads (Conversion Booster) and GA4 connections need to be updated with the new Shopify-based scripts. Go through each active integration:

Conversion Booster for Google Ads

1. Go to Integrations > Connections > Conversion Booster for Google Ads.
2. Click "Open Script Setup Guide" and follow the steps.

Google Analytics 4

1. Go to Integrations > Connections > Google Analytics 4.
2. Click "Open Script Setup Guide" and follow the steps.

4. Add the Consent API Script

If you use a Consent Management Platform (CMP), you also need to ensure your consent setup works correctly with the new pixel.

Follow the guide: How to Check if Your Consent Management Platform (CMP) is Connected with Shopify Consent API.

Section 3: After Migration Verification

This is the most important section. The steps below are the most common source of post-migration issues. Check each one in the first 24–48 hours after going live.

1. Verify Transaction Counts Match

Compare the number of orders in ProfitMetrics against the number of orders in Shopify for the same date range.

• In ProfitMetrics, go to Dashboard and filter by the relevant date range.
• In Shopify, go to Orders and apply the same date filter.
• The totals should match. If orders are missing in ProfitMetrics, check that orders are authorised in Shopify and that there are no order ID conflicts with your previous platform.
• Please contact ProfitMetrics support with screenshots of orders in Shopify that haven't appeared in ProfitMetrics and we can look at what might be blocking them.

2. Check the Paid Amount on Orders

Open a few recent orders in ProfitMetrics and inspect the Paid Amount field. This value should equal the total amount the customer paid, including shipping but excluding VAT/tax.

The formula is: Paid Amount = Order total + Shipping − VAT/Tax

If the Paid Amount looks incorrect (for example, it equals the full amount including VAT, or it is lower than expected), your tax settings in Shopify are likely not configured correctly.

3. Verify Shipping and Payment Method Names

ProfitMetrics matches shipping and payment methods by name. The Shipping methods and payment methods in your Shopify store will differ from the names configured in ProfitMetrics from your old CMS, so all orders will fall back to the default margin.

To check: Open each of the pages below in ProfitMetrics and click the 'Download' button at the top right. Update them in ProfitMetrics at:

• my.profitmetrics.io/customer/expenses_shippingmethods.php (Shipping Methods)
• my.profitmetrics.io/customer/expenses_paymentmethods.php (Payment Methods)

4. Check Cost of Goods and Currency

ProfitMetrics pulls cost of goods directly from Shopify and uses the currency configured for your website in ProfitMetrics. Open a few products in ProfitMetrics (Products > Product List) and confirm that:

• The cost price is correct.
• The cost price is in the correct currency for your store.

This is especially important if you operate multiple Shopify stores (for example, stores for different countries). A common issue is that cost prices were imported into Shopify as numbers without a proper currency conversion, so the value is in the wrong currency.

That's it — your ProfitMetrics setup is migrated to Shopify. ✅

Related Articles

• How to Compare Revenue in Shopify with ProfitMetrics
• How to Install the Shopify Custom Pixel for the ProfitMetrics Tracking Script and the Conversion Booster
• How to Configure Tax Settings in Shopify Admin
• How to Exclude POS Orders in Shopify Using Shopify Flow