Shopify Administration and Platform Maintenance

How do I back up my Shopify store?

To back up your Shopify store:

  1. Use backup applications like Rewind, BackupMaster or Plug in Backup for automatic and regular backups.
  2. Manually export your data : Go to "Products" or "Customers" and use the "Export" option to download CSV files.
  3. Save your themes : go to "Theme", then "..." (to the left of customize), then "Download theme file".
  4. Back up your settings : take screenshots or manually write down your important configurations.

How to manage users and permissions in Shopify?

To manage users and permissions in Shopify:

  1. Go to “Settings,” then “Users & Permissions” in your Shopify dashboard.
  2. Add new users : click "Add staff" and enter their information.
  3. Assign specific roles : define permissions according to the tasks of each user (admin, order manager, etc...).
  4. Change or revoke access by clicking on the user name and adjusting permissions or removing access.

What are the best tools for accounting in Shopify?

For efficient accounting management in Shopify, use:

  1. QuickBooks Online : Easy integration to sync sales and manage accounting.
  2. Xero : Popular accounting tool with a Shopify integration.
  3. FreshBooks : Best for small businesses and freelancers.
  4. Bench : dedicated accounting service with Shopify integration.
  5. Wave : Free solution for small businesses with robust features.

How do I manage updates to my Shopify store?

To manage updates to your Shopify store:

  1. Monitor Shopify Announcements : Subscribe to Shopify's newsletters and blog to stay informed about new features.
  2. Perform compatibility testing : Before applying updates, test them on a development theme.
  3. Use reliable apps : choose apps that are well rated and regularly updated by their developers.
  4. Schedule regular updates : Update your apps and themes during low traffic periods.

How do I secure my online store?

To secure your Shopify store:

  1. Use strong passwords : change passwords regularly and use a password manager.
  2. Consider implementing two-factor authentication for all users (including your employees).
  3. Monitor suspicious activity : Use apps like Fraud Filter to detect and prevent fraud.
  4. Back up regularly : Use backup apps to protect your data.

How to manage disputes and fraud?

To manage disputes and fraud in Shopify:

  1. Install a fraud detection app like Fraud Filter or Signifyd.
  2. Use Shopify Payments : This includes protection against fraudulent chargebacks.
  3. Check for suspicious orders : Look for signs like different shipping addresses or high-value orders.
  4. Respond to disputes quickly : Collect and submit evidence through the Shopify dashboard.

What collaboration tools for your team can you use within Shopify?

To facilitate team collaboration in Shopify:

  1. Trello : for project and task management.
  2. Slack is a tool that your team uses to communicate in real time.
  3. Asana : to organize tasks, track projects and collaborate effectively.
  4. Google Workspace : for document sharing, emails and communication.
  5. Shopify Ping : To manage customer conversations and team chats within Shopify.

How to migrate data to or from Shopify?

To migrate data to or from Shopify:

  1. Use migration apps like Store Importer for simple data transfers.
  2. For a complex migration : use professional services like Cart2Cart or LitExtension.
  3. Export data : Go to "Products", "Customers" or "Orders" and export the CSV files.
  4. Import the data into Shopify via "Settings", then "Import".
  5. Review imported data to ensure accuracy and completeness.

How to archive and delete products?

To archive and delete products in Shopify:

  1. Go to “Products” in your Shopify dashboard.
  2. To archive a product : click on the product and select "Archive product".
  3. To remove a product : click on the product and select "Remove product".
  4. Use apps like Bulk Product Edit to archive or delete in bulk.
  5. Keep track of archived products for future reference or analyses.

How do I close or pause my Shopify store?

To close or pause your Shopify store:

  1. Go to “Settings,” then “Plan” in your Shopify dashboard.
  2. Click “Suspend or close store” .
  3. Choose "Pause and Build" to pause your store while maintaining access to administration at a reduced cost.
  4. Select "Close Store" to permanently close the store.
  5. Follow the instructions to finalize the process and back up all important data before closing.