Migrating Existing Scheduled Orders to a New Site

There are cases when you may need to migrate your Scheduled Orders from one site to another one. 

Common reasons for this include:

  • Retiring an old site and migrating to a new one
  • Changing the site or business name / URL
  • Updating the existing QPilot app to a different environment (for example going from a staging site URL to a live URL)

In cases like these, merchants can easily migrate existing Scheduled Orders from one URL to another URL.

Pro-Tip!  The requirements below require a basic understanding of how Id's for Customers and Products exist in your WordPress Site's database. If you're unfamiliar with WordPress User and Post Id's, you can learn the basics in this helpful doc from WPBeginner.

Requirements

To ensure that Scheduled Orders continue to process with the correct data, you will need to ensure the following records are not changed in your "new" WordPress Site's Database:

  • WooCommerce Customer Id's (the same as the WordPress User Id's) have not changed between sites
  • WooCommerce Product Id's have not changed between sites

Step-by-Step Guide to Migration

Step 1: Pause Site Processing 

The first step is to pause your site processing. This will prevent any Scheduled Orders from processing while you migrate. When you resume site processing, any Scheduled Orders with a due or past Next Occurrence Date will process automatically.  Note: This step is optional for test/staging sites or for sites with no existing Scheduled Orders. 

To pause processing, follow the steps outlined in this doc: How Do I Pause Site Processing? 

Step 2: Update your URL

To migrate your QPilot instance (your Scheduled Orders) from one site to another, you will need to update the connected URL. You can do this by visiting your QPilot Merchant Center and selecting "Edit Site" from the site menu in the upper right of the QPilot Site's card.

From the "General Settings" tab, paste the new site URL you want to be connected to QPilot and select "Update"

Step 3: Reconnect in Autoship Cloud 

Finally, you should visit your previously connected site's URL and disconnect from QPilot ( WP-Admin > Autoship Cloud > Settings > Connection Settings). This is a vital step to ensure you do not experience any connection or processing issues later on with your new site. 

Next, you will connect your new site to QPilot as outlined in this doc: Connecting to the WooCommerce API

This will update your QPilot Merchant Center with the new site's WooCommerce REST API keys (Read / Write). 

Newly created Scheduled Orders from the new site will be created with the same connected QPilot Site, and existing Scheduled Orders will be processed, moving forward, on the new site as well. 

Step 4: Resume Site Processing

Once you have ensured your newly connected site has a healthy connection status and that your Scheduled Orders were successfully migrated, you can safely resume site processing!

 To resume processing, follow the steps outlined in this doc: How Do I Pause Site Processing? 

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