Setup required
Connect Shopify store first
Live customer data is locked until OAuth, webhooks, initial sync, theme embed, and module setup are complete.
Store setup onboarding tracks OAuth, data sync, theme embed, module configuration, and preview readiness.Sync pending
Setup onboarding
Launch your customer account portal
After install, Shopify customers, orders, products, and requests sync into the secure store-scoped database. Once the theme embed is enabled, customers see a real-time private dashboard.
Customers synced0
Orders synced0
Products scanned0
1
Connect Shopify storeOpen the OAuth install flow and connect the merchant store.
2
Register webhooksRegister order, fulfillment, cancellation, GDPR, and uninstall webhooks.
3
Initial Shopify data syncImport customers, orders, products, and recent account activity.
4
Enable customer dashboardEnable the theme app embed so logged-in customers can access the portal.
5
Configure modulesSave return, exchange, review, wallet, loyalty, wishlist, and support settings.
6
Preview customer portalOpen the customer-facing portal for final merchant review.
Setup checkpoint
Operations unlock after setup
Complete onboarding to start syncing real customers, orders, return/exchange requests, reviews, and metrics. Demo placeholders stay hidden from live queues.