Plan before you switch

Website migration checklist

Moving a website involves more than copying files. Use this checklist to plan the move, protect your data, and reduce avoidable downtime.

7 stepsfrom inventory to closing the old service
Backup firstkeep an independent copy before you begin
Test, then switchchange DNS only after private testing
The checklist

Before the move

Follow these steps in order and tick each one off as you go. Your progress is remembered on this device.

  1. 1

    Inventory the site

    List the website files, databases, domain names, subdomains, scheduled tasks, SSL certificates, and email accounts. Note the versions of the software and runtime the site currently needs.

  2. 2

    Check the destination plan

    Confirm the plan supports your application, storage and traffic needs, database version, required PHP or other runtime, and any special modules. Compare current and renewal pricing before ordering.

  3. 3

    Make independent backups

    Save a copy of site files, databases, and email data where applicable. Keep a copy outside the hosting account and check that the archive can be opened before you begin.

  4. 4

    Plan DNS and email

    Record current DNS records, including mail-related MX, SPF, DKIM, and DMARC records. Lowering DNS TTL ahead of time can help some changes propagate sooner, but existing resolvers may retain cached records.

  5. 5

    Copy and test privately

    Transfer the files and database, update application settings, and test using a temporary URL or local hosts-file entry. Check forms, logins, checkout, images, redirects, and email sending before switching traffic.

  6. 6

    Switch traffic and monitor

    Update DNS only after testing. Keep the old hosting active during the transition, monitor errors and mail delivery, and avoid making conflicting content changes on both copies.

  7. 7

    Close the old service only when ready

    After DNS has settled and the new site and email work as expected, keep a final backup and review any remaining domain, certificate, or billing dependencies before cancellation.

Migration assistance: HostRomeo advertises domain transfers and migration-related help on its site. The exact eligibility, scope, timing, and whether assistance is included or billable may depend on the service. Confirm those details with support before scheduling a move.
Avoid surprises

Common migration issues

Most problems after a move come from a handful of easy-to-miss details. Check for these before and after you switch.

  • Missing hidden files or configuration files during transfer.
  • Database credentials or application URLs still pointing to the old environment.
  • Forgotten DNS records that interrupt email or verification services.
  • Different software versions or server settings causing errors after the switch.
  • Removing the old service before backups and DNS propagation are complete.

Planning a move to HostRomeo?

Share your current platform, site size, and any email or DNS requirements so support can advise on the next steps.

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