Migrating Rules From Another App
If you’re switching to Kedra Checkout Rules from another checkout customization app, here’s how to recreate your rules and avoid common issues during migration.
Step 1: Document Your Existing Rules
Before uninstalling your old app, write down every rule you have:
- Rule type (hide, rename, reorder, discount, validation)
- Which methods it targets (exact payment or shipping method names)
- Conditions (country, cart total, customer tags, products, etc.)
- Action details (new name for renames, discount amount, error message for validation)
Tip: Take screenshots of each rule in your old app for reference.
Step 2: Create Rules in Kedra
For each rule from your old app, create the equivalent in Kedra Checkout Rules:
- Click Create rule and select the matching rule type.
- Enter the same conditions and settings.
- Set status to Test first — don’t activate immediately.
Mapping Common Features
| Old App Feature | Kedra Equivalent |
|---|---|
| Hide payment method | Hide payment methods rule |
| Hide shipping method | Hide shipping methods rule |
| Rename payment method | Rename payment methods rule |
| Rename shipping method | Rename shipping methods rule |
| Reorder payment methods | Reorder payment methods rule |
| Reorder shipping methods | Reorder shipping methods rule |
| Shipping discount / Free shipping | Discount shipping rule |
| Checkout validation / Block checkout | Checkout validation rule |
Step 3: Test Each Rule
Before uninstalling your old app:
- Set all new Kedra rules to Test mode.
- Go to checkout with
test@testing.com. - Verify each rule works as expected.
- Pay special attention to:
- Correct payment/shipping method names
- Conditions triggering as expected
- Rename rules targeting the right methods
Step 4: Switch Over
Once all rules are tested:
- Deactivate rules in your old app (or uninstall it).
- Activate all rules in Kedra by changing status to Active.
- Do a final live checkout test to confirm everything works.
Common Migration Issues
Rules Not Working After Migration
The most common cause is incorrect method names. Payment and shipping method names may differ between apps or may have changed since you set up the old rules.
Fix: Temporarily disable all rules, go to checkout, and note the exact method names Shopify shows. Update your rules with these exact names. See How to Find the Exact Original Method Name.
Rename Rules Affecting the Wrong Method
If your old app used partial matching (e.g., “Standard” matching “Standard” and “Standard Express”), and you migrated the same text to Kedra with “Contains string” trigger, you’ll see the same issue.
Fix: Switch to Equals to trigger and use the full exact method name.
Conditions Not Matching
Different apps may implement conditions differently. For example:
- Some apps check “cart total” as subtotal, others as the total including tax.
- Product conditions may work differently (single product vs entire cart).
Fix: Test each condition carefully. Use Kedra’s Test mode to verify without affecting real customers. See How Conditions Work.
Running Both Apps at Once
While migrating, you may temporarily have both apps active. This can cause conflicts — for example, both apps trying to hide the same method, or rename rules from one app interfering with the other.
Fix: Keep new Kedra rules in Test mode until you deactivate or uninstall the old app. Only activate Kedra rules after the old app’s rules are disabled.
Need Help?
If you’re having trouble migrating rules, reach out to us through the in-app chat or email us at info@kedra.io. We can help you set up your rules to match your previous configuration.