Retail POS

From Spreadsheet to Smart POS: A Retailer's 30-Day Migration Plan

Moving to a real POS is a project, not a panic. Here's a calm, 30-day plan to do it right.

Armour Payments Editorial TeamJuly 24, 20261 min readReviewed by Armour Payments Product Team
Retailer following a POS migration plan

The short answer

A smooth POS migration takes about 30 days: week one to plan and clean data, week two to import products and customers, week three to set up hardware and train staff, and week four to run parallel and go live during a slow period.

Week 1: Plan and clean your data

List your products, suppliers and customers, and clean up the data, fix duplicates, set categories, confirm prices. Clean data in equals a clean system out. Decide your go-live date during a slow period.

Week 2: Import and configure

Import products, customers and gift card balances into the new POS, set tax rules, and build your categories and permissions. Armour Payments helps with data import so you aren't doing it alone.

Week 3: Hardware and training

Set up terminals, PIN pads, scanners and printers using the terminal setup checklist, then train staff on daily tasks: sales, refunds, returns and reports. Confident staff make go-live smooth.

Week 4: Parallel run and go live

Run the new system alongside the old for a few days, reconcile, then switch fully. See the true cost of switching for the bigger picture, and contact sales to schedule your migration.

Frequently asked questions

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Retail POS Migration: 30-Day Plan | Armour Payments