Switching to Omni from your current system
You are not afraid of starting. You are afraid of being trapped again. So here is the whole move, in order, with the parts that stay exactly where they are.
Your storefront and your accountant do not move
Your store keeps selling
Omni runs the operation behind your storefront rather than replacing it. Your customers see the same shop on the same domain throughout, and nothing about checkout changes for them.
Your accountant keeps their file
Your books stay where they are. Omni produces accountant-ready CSV and XLSX exports on every plan, so month end works from day one without connecting anything.
Your payment account stays yours
Card payments keep running through your own Stripe or Square account, straight to your bank. Omni is never in the middle, so switching never interrupts getting paid.
How Omni fits what you already run
Omni is the system of record in the middle. The shop your customers see and the books your accountant keeps both stay where they are — and the ones Omni connects to keep working in both directions.
Shopify runs both ways: orders and customers come in, and stock levels, fulfillments and refunds go back out. Shipping rates and labels come through EasyPost, which carries UPS and the other majors. On every other plan the exports carry the same work by hand.
Five steps, in this order
1. Bring your data in
Products, customers and order history come across first. What that looks like depends on your plan, and the next section sets it out plainly rather than making you find out after you sign up.
2. Connect what you already run
Shopify for your storefront, QuickBooks or Xero for the books. Both are Power and up. On every other plan these stay manual, and the exports are built for exactly that.
3. Set up how you actually work
Order types, workflow steps, roles and permissions. Omni ships with working defaults for your trade, so this is adjustment rather than construction.
4. Get your team on it
Add everyone. Omni charges by plan and never by seat, so training the whole team costs nothing extra and nobody is left sharing a login.
5. Go live
Run both systems for a week if you want to. Your data is exportable to CSV the entire time, from a button in the product, so the decision stays reversible.
What you can import, by plan
Two different paths, and which one you get depends on your plan. We would rather you knew this before you signed up than after.
Bringing history over from another platform — every plan
If you are coming from Shopify, Zoho Inventory or Zoho Commerce, Omni reads an export from that platform directly and brings over your products, customers and orders. This works on every plan, including Launch. The row limit rises with the plan: 1,000 on Launch, 2,500 on Grow, 5,000 on Scale, 25,000 on Power, and no limit on Elite.
Coming from somewhere else, the same path needs you to pick the closest of those three formats for now. If your export does not match one of them, talk to us before you buy rather than after.
Bulk CSV import — Scale and up
Scale opens the full importer: 19 of them, covering items and variants, customers, suppliers, locations, departments, vendor SKUs, price tiers, pricing contracts, tax categories, purchase orders and receipts, AR invoices, AP expenses, inventory adjustments and complete order bundles. Downloadable templates come with it, so you are filling in a known shape rather than guessing at columns.
This is the path for a business with a real ledger to move, not just a catalog.