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Shopify & eCommerce

Continuity Planning for an Online Shop

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Hosted does not mean backed up

A hosted platform protects against server failure. It does not protect against a bad bulk edit, an app that corrupts product data, or an account access problem.

The most common store data loss we see is not a platform failure. It is somebody running a bulk edit that did something unexpected across four hundred products.

Export regularly

  1. Products, including variants and metafields
  2. Customers, with their consent status
  3. Orders, for the period you need
  4. Theme files, particularly if customised
  5. Content — pages, posts, policies

Monthly is adequate for most stores, weekly for high-volume ones. Store them somewhere other than the platform.

Before any bulk change

  • Export the affected data first, always
  • Test the change on a handful of items
  • Check the result before applying to everything
  • Keep the export until you are confident

That discipline costs five minutes and it has saved several of our clients a great deal of work.

Plan for unavailability

If the store were down for a day, how would you take orders? A phone number, a social channel with an announcement, an email address that someone is watching.

Deciding that in advance takes ten minutes. Deciding it during an outage takes considerably longer and loses sales in the meantime.

Account access is a real risk

RiskMitigation
Sole administrator unavailableA second administrator account
Payment card on file expiresBilling details monitored
Domain expiresAuto-renewal and a monitored contact address
Email account compromisedTwo-factor on everything

A store that depends entirely on one person's access is one holiday away from a problem.

Frequently asked questions

Does our platform back everything up?

It protects its own infrastructure. It does not undo your own mistakes, which is what exports are for.

How often should we export?

Monthly for most stores, weekly if you make frequent changes or handle high volume.

What about theme changes?

Duplicate the theme before editing. That is the cheapest rollback available and it takes seconds.

Who should have administrator access?

At least two people, both with two-factor authentication. Single-person access is a continuity risk.

Keep reading

One person with all the access?

That is a continuity risk rather than a security measure. Worth adding a second administrator today.

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