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Pre-Migration Checklist
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Discovery & Planning
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Audit existing CMS (content types, taxonomies, users, media, URLs)
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Identify custom fields, templates, and content relationships
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List all post types and how they’ll map to WordPress (pages, CPTs, taxonomies, etc.)
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Define URL structure and permalink strategy in WP
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Review current SEO setup (meta tags, redirects, sitemaps)
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Confirm media file location, path and folder structure
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Identify forms and interactive elements
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Choose migration approach: manual, scripted, or plugin-based
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Define migration environment: staging or dev WordPress instance
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For Multisite
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Determine subdirectory vs subdomain structure
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Plan site mapping: 1:1 CMS-to-WP sites or merged structure
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Define global vs per-site configurations (themes, plugins, settings)
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For Multilingual
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Identify languages in use and how they’re managed in current CMS
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Choose a multilingual strategy:
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Separate subsites per language (WordPress Multisite)
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Single site with language switching plugin (e.g., WPML, Polylang, TranslatePress)
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Determine translation source: human, machine, or mixed
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Plan language-specific SEO and hreflang requirements
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WordPress Environment Setup
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Core Setup
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Install latest WordPress version (Single or Multisite)
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Install required themes and child themes
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Configure WP settings: permalinks, reading options, media sizes
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Plugin Stack
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Install necessary plugins:
- ACF (Custom Fields)
- Media/Assets management plugin (e.g., WPDAM, Enable Media Replace)
- User roles/permissions plugin (e.g., PublishPress, Capabilities)
- SSO plugin (if required)
- Importer plugin (e.g., WP All Import, WP Migrate DB Pro)
- Redirection
- Multilingual (e.g., WPML, Polylang)
- SEO (e.g., Yoast, Rank Math)
- Security & Performance (Wordfence, Object Cache, CDN)
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For Multisite
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Configure Network Admin settings
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Create child sites (if not migrated programmatically)
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Apply site-specific themes/plugins
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Ensure global plugins handle per-site isolation correctly
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For Multilingual
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Configure language switchers
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Set up translation rules for posts, pages, taxonomies, menus, widgets
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Prepare strings for translation
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Content Migration
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Content
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Export all content types from source CMS
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Map fields and relationships to WP structure
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Create STTM (Source to Target Mapping) document for review and clearity
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Create migration scripts or use import tools (CSV, JSON, XML)
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Import:
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- Pages, Posts, Custom Post Types
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- Categories, Tags, Custom Taxonomies
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- Custom Fields
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- Reusable Blocks or Block Templates (for Gutenberg)
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Media
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Export all media assets from source
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Upload to /wp-content/uploads/ (or on the custom paths as per requirements)
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Update media URLs within content (if changed)
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Regenerate image sizes via WP-CLI or plugin
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For Multisite
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Route content to correct subsites during migration
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Migrate shared media to global storage if applicable
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For Multilingual
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Link translations across languages
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Import translated versions of content
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Apply hreflang tags and language-specific metadata
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SEO, Redirects & URLs
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Preserve original slugs or define redirection rules
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Configure 301 redirects (manually or via plugin)
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Migrate SEO metadata: titles, descriptions, Open Graph, canonical URLs
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Submit new sitemaps to Google/Bing
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Implement structured data/schema (if applicable)
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Users & Roles
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Export and import user data, preserving:
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- Roles
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- Metadata
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- Update Permission Settings if any
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Reset passwords or implement forced reset
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Map users to subsites (for Multisite)
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Assign language-specific roles if using multilingual plugin
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QA & Testing
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Validate all content types and templates
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Check internal linking and media rendering
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Test all forms, widgets, search, and custom functionality
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Verify SEO setup: meta tags, canonical URLs, hreflang, robots.txt
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Test multisite-specific features (network activation, shared users)
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Test language switcher, translated content, and fallback behavior