How to migrate to Logentic
Follow this guide for a seamless transition from your current shipping, inventory, and warehouse tools.
Introduction
You've made the decision to use Logentic as your logistics platform. Now it's time to get your team onboard.
In this guide, we outline what decisions to make before your migration, the pros and cons of each approach, and how to prepare your warehouse and operations teams for the shift.
Decide whether to migrate your data
Many teams use the migration as an opportunity to start fresh and clean up years of messy SKU data. Other teams import everything for continuity. Your preference will shape your migration plan.
Import your data
Bring your products, inventory counts, warehouse locations, carrier accounts, and historical orders into Logentic.
Why companies import:
Organizations that need to preserve active inventory counts, open orders, or historical data for reporting. Also ideal if multiple teams are in the middle of peak season.
Start fresh
Use the migration as an operational reset. Connect your storefronts, and let Logentic sync products and orders going forward.
Why companies start fresh:
A clean slate eliminates legacy SKU clutter, incorrect bin locations, and phantom inventory. Your team learns Logentic's methodology without the baggage of old data conventions.
Choose your configuration approach
There are two approaches when it comes to setting up Logentic.
Standardized workflows
Your operations team standardizes the Logentic workspace: carrier rules, warehouse zones, pick strategies, packing slip templates, and automation rules are set centrally.
The benefits of standardization:
Reporting is easier when every warehouse uses the same carrier selection rules, packing workflows, and inventory management processes. If you need specific reports on shipping costs by channel, order profitability, or warehouse throughput, it's worth being intentional about how you structure things.
Autonomous warehouses
Each warehouse or team configures Logentic independently based on their unique needs -- different pick strategies, carrier preferences, and packing workflows.
The benefits of autonomy:
Each warehouse can customize their setup to match their physical layout and operational needs. Teams that have more freedom in their configuration are more likely to fully adopt Logentic, though producing cross-warehouse reports requires more alignment later.
Create a migration plan
Building an internal transition guide will help you think through each part of the migration and keep everyone on track.
Document the approach
Spell out your approach (standardized vs. autonomous, import vs. fresh start) and your reasons. Since this guide will be shared with teams that didn't participate in the pilot, include key findings from the pilot and state the main goals of switching. Include a few data points or quotes from your warehouse team.
Set a timeline
Work with your team leads to set a go-live date, keeping in mind any renewal dates for the tools Logentic is replacing. Most migrations are complete in under 2 weeks. If you're taking the autonomous approach, give each warehouse up to 2 weeks to configure their workspace.
Plan training
Run a Logentic demo for your operations team and share onboarding resources in advance. For warehouse staff, schedule hands-on training sessions covering pick & pack workflows, receiving, and inventory management.
Set up communication
Create a Slack or Teams channel for Logentic-related questions. This gives new users a place to ask questions and creates a centralized home for onboarding resources.
Roll out Logentic
Apprehension comes with change. Put your team at ease by letting them know when Logentic is coming and how the migration will work. Keep your announcement short and actionable.
Sample announcement template
Team,
We are moving from [prior tool] to Logentic for shipping, inventory, and warehouse management this [month].
The goal is to reduce shipping costs, improve inventory accuracy, and give everyone real-time visibility into our operations. We expect a short transition period as we migrate.
In the coming days, we will host training sessions on [dates]. In the meantime, join our #logentic-migration Slack channel for questions and updates.
Connect your sales channels
Connect Shopify, WooCommerce, Amazon, or your other storefronts. Orders will start flowing into Logentic automatically. Logentic syncs products, inventory, and order statuses bidirectionally.
Set up carrier accounts
Connect your existing carrier accounts (Canada Post, UPS, FedEx, Purolator, etc.) or use Logentic's pre-negotiated rates. Our rate shopping engine needs carrier connections to compare options automatically.
Configure your warehouse
Set up zones, bin locations, pick strategies, and packing stations. If you're importing data, Logentic maps your existing locations and validates inventory counts during import.
Import data (if applicable)
Our team handles the data import process. We map your products, inventory counts, and open orders from your previous system. The import is validated before going live to ensure accuracy.
Migrate your integrations
Work with your team to connect any additional tools Logentic needs to integrate with:
- Customer support tools (Gorgias, Zendesk) for order lookups
- Accounting software for automated invoice syncing
- Returns management platforms
- Marketing tools for post-purchase flows
Sunset your previous tool
Once your team is fully operating in Logentic, notify your previous vendors. Set the old tools to read-only mode first, then cancel once you're confident in the transition. Send a message to the team confirming that the old system is no longer in use.
Post-migration
After going live, Logentic provides 30 days of dedicated hypercare. Our team monitors your account, flags optimization opportunities, and is available for any questions.
Follow your training plan and schedule additional sessions as needed. Share our documentation with your team for ongoing reference.
Not quite ready for a full migration?
Learn how to hone your Logentic pitch or run a pilot to strengthen your case.
FAQs
How long does migration take?
Most teams are live within 2 weeks. Complex multi-warehouse operations may take slightly longer, but our team handles the entire process.
What does migration cost?
$0. Migration is included with every Logentic plan. We handle data import, configuration, training, and 30 days of post-launch hypercare.
What if I'm under contract with my current tool?
If you're stuck in an annual contract, reach out to our team with a copy of your current agreement. We'll work with you to find a path forward.
Will my team need extensive training?
Logentic is designed to be intuitive. Most warehouse staff are operational within a day. We provide live training, video guides, and ongoing support.
How does Logentic integrate with our existing tools?
Logentic integrates natively with Shopify, WooCommerce, Amazon, all major Canadian and US carriers, accounting tools, support platforms like Gorgias, and returns management systems.