A retail data migration
Microsoft Dynamics RMS→Shopify POS
Plan this direction around a matrix across two store databases, a Headquarters comparison and a customer receivable, then verify the receiving Shopify POS records.
Plan this migration Data migration: $2,999. Scope confirmed before booking.The records we review.
- Products & variants
- Style, size, and color relationships
- SKUs & barcodes
- Identifiers used across your stores
- Customers
- Supported fields and matching decisions
- Opening inventory
- Quantities mapped to each location
- Existing destination records
- Products and customers already in your next system
The decisions
we make first.
Source access
Review representative exports and the available extraction method.
History & balances
Assess sales history, gift cards, loyalty, and credits separately.
Test & acceptance
Agree the records and checks before the final transfer.
Review the Microsoft Dynamics RMS source
A readable RMS Store Operations/Headquarters environment, authorized extraction and verified report coverage, retaining original IDs.
Microsoft lists RMS 2.0 extended support as ended in 2021. A database backup does not prove that its records can be independently opened or mapped to another Dynamics product.
Record the original identifiers, account/edition, included stores, extraction time and any source issues. Preserve an untouched original and verify that files or responses include the full intended record set.
Establish the Shopify POS receiving method
Separate receiving workflows for products, contacts and location stock; choose matching/update rules against existing Shopify records.
If ecommerce stays on Shopify, preserve its existing product/variant identities and assign the ongoing stock owner.
Agree create, match and update behavior before preparing a full file. Keep a source-to-destination identity crosswalk rather than placing unrelated internal IDs into receiving fields.
Directional data plan
| Dataset | Source evidence | Receiving decision |
|---|---|---|
| Products and options | Full parents, sellable combinations, original IDs and active/archive status | Equivalent grouping, approved fields and existing-record behavior |
| Identifiers and prices | Full barcode/SKU text, units and price context | Accepted identifiers, selling units and price rules |
| Customers | Source IDs, supported contacts and duplicate candidates | Match rules, receiving method and created/updated/rejected records |
| Location stock | Store/warehouse mapping, quantity state, unit and snapshot | Receiving location and verified set/add behavior |
| History and obligations | Required receipts, cards, credit, rewards and open orders listed separately | Approved native method, transformation, archive or exclusion |
Proposed representative test
Use a matrix across two store databases, a Headquarters comparison and a customer receivable. In Shopify POS, also check an existing online product, two variants and stock at two Shopify locations. These are illustrative planning cases. Write expected identities, grouping and quantities before the sample and compare returned records with the approved map.
Investigate rejected rows, changed identities and stock differences. If history or balances are included, test their side effects separately. Record trading changes after the inventory snapshot and approve exceptions before the launch milestone.
Official references
- Microsoft Dynamics RMS 2.0 lifecycle
- Shopify product import/export
- Shopify customer CSV limitations
- Shopify location inventory CSV
What the vendor documentation establishes
Microsoft RMS lifecycle: Lifecycle evidence identifies a legacy system, not an accessible backup or current extraction method.
Shopify product CSV workflows: Products use a dedicated CSV workflow; contacts and multi-location quantities need separate receiving operations.
Shopify customer lists: Customer CSV is distinct from products; contact fields do not recreate orders or balances.
Shopify inventory CSV: Inventory is mapped to destination products and locations; establish a cutoff and inspect the destination export before updating.
Technical method still to establish
Obtain a versioned RMS 2.0 Store Operations/Headquarters extraction specification for items, customers and per-store stock, then map it to Shopify POS. Lifecycle and CU5 release notes are not an extraction schema.
Identify central versus store records, matrix relationships and quantity state in a concrete synthetic mapping example; do not substitute another Dynamics application’s interface.
Sqquid’s technical reviewer owns this follow-up with vendor support or implementation partners. Account credentials, an actual customer sample, named approvers and a previous completed project are engagement matters, not blanket publication requirements. The offer remains subject to feasibility while the technical planning content is completed.
Migration scope and responsibilities
The standard migration fee is $2,999 USD for the confirmed scope.
Tailored to your retailer data
Every migration is unique. Your catalog, barcodes, orders and customer information are unique and proprietary to your business. We work closely with you to tailor the migration for the best possible outcome, agree the included records and define acceptance checks for your stores.
Routes offered subject to feasibility
We offer the currently listed migration routes subject to retailer-specific feasibility and an agreed scope. This includes POS migrations into Runit.
A project lead for your migration
Sqquid assigns a project lead to each migration. The lead is responsible for migration correctness and oversight of the entire migration dataset, including planning and managing data reversal when needed. The reversal method, dependencies and acceptance checks are agreed for your retailer’s systems and data.
Retailer-provided ERP and finance approvers
For ERP-related work, the retailer must provide an ERP approver and a finance approver. They approve the receiving requirements, included retail data, financial treatment and acceptance results within their responsibilities. Sqquid’s project lead coordinates the migration with them; full ERP implementation remains separate work.
Access to both systems
You must provide Sqquid full authorized access to both systems and be able to access your own data. Arrange access through an agreed secure process. Do not put passwords, API tokens, payment information or customer export files into the general enquiry form.
Source data quality
Sqquid is not responsible for migration errors caused by poor data supplied by the customer. Source issues, proposed corrections and exclusions need to be recorded before the transfer is accepted.
Earlier work and guarantee limits
Sqquid does not guarantee a migration that started before Sqquid was hired. Any guarantee is limited to the data migration work performed by Sqquid and expires on the launch date. Record the agreed launch milestone in the written scope; do not assume post-launch guarantee coverage.
Vendor charges and separate work
Vendor charges are passed to the customer in addition to the confirmed migration fee. POS implementation, hardware, payment setup, staff training and ongoing integrations have separate responsibilities and scope. A Sqquid software subscription is not required for the migration service.
Corrections before launch
We correct errors in our own migration work at no additional charge before launch.
Refunds for errors caused by Sqquid
If a migration error occurs and Sqquid is at fault, we will refund the fees the retailer paid us.
Your systems. Your next chapter.
From the first export to the final review.
Tell us where your data is today, and where you’d like to go. We’ll help you understand the next step.
Check my migration Retail data migration for $2,999. Scope confirmed before booking.