Having a backup for your Shopify store is a recommended best practice to ensure the security of your business-critical data. It’s like an ecommerce insurance policy for your online store. And there is no feeling that is worse than deleting something and knowing that it’s gone forever.
Thankfully, there are various ways you can protect and secure your Shopify store from any mistake or disaster. We will be outlining three different ways you can go about backing up and restoring your data. Which one will you use for your Shopify store?
TLDR: If you’re looking for the fastest and easiest way to backup and restore your Shopify store, look no further than Rewind. We automatically back up your Shopify store every day and make it easy to restore data when needed.
Option 1: Manually Backup and Restore Your Shopify Store
Step 1 – Export Data to a CSV file
Shopify recommends that merchants use CSV files to perform a manual backup of their store. It is important to note that you cannot export your entire store – just parts of it. The following data can be exported from your Shopify store using CSV files:
- Gift cards
- Discount codes
For each of the items listed, you go into your Shopify Admin, go to Products or Customers (and so forth), then click Export. Now that you have a CSV file of your data, it is important to be aware of the issues that come with this method.
NOTE: Shopify warns merchants of the following:
- Sorting your CSV file in a spreadsheet program can cause product variants or image URLs to become disassociated
- Importing a CSV file that has been sorted might overwrite your existing products with bad data, which cannot be recovered
- Once data is imported for a CSV file, it cannot be undone
For an in-depth guide, check out this blog post: CSV files and Your Ecommerce Store: Everything You Need to Know.
Step 2 – Copy and paste item properties
Shopify exports selective data – it only includes what Shopify deems to be relevant. Unfortunately, this doesn’t include custom categories for products, doesn’t capture images, and how your store has archived and indexed items. This information must be copied and pasted into a document or spreadsheet program.
If this step is not completed and you were to restore a product from your CSV files, other than the product catalogue, you would need to recreate properties as needed from the CSV data. For example, if a product was deleted you would somehow have to archive and index it. If you deleted an image for a product, it is gone forever. The use of CSV files is extremely limited for the reasons mentioned above.
Step 3 – Copy and paste remaining store data that Shopify could not export
To back up the information in your store that Shopify cannot export, manually copy and paste the rest of your store into a spreadsheet or word document. For example, a blog post will require you to copy and paste the content, category, and any images included.
Step 4 – Organize backed up data
Now that all your Shopify store data is backed up, organize it in a way that is easy to access and retrieve when needed.
Hackers and disgruntled employees can threaten the security of your Shopify store backup. Here are three things you can do to ensure that your store data is safe.
- Use encryption – Your data will be protected by code that can only be unlocked by a set number of keys that are given to authorized users. It is important that the keys are kept in a protected place to ensure unauthorized users don’t decode the files.
- Follow the 3-2-1 rule – keep three copies of a backup, across two different mediums, and one off-site.
- Test regularly – this will identify any vulnerabilities of your backup before disaster strikes
Step 6 – Repeat steps 1-5 regularly, to capture new changes made to your Shopify store
Because this is a manual process, steps 1-5 must be repeated whenever a change is made to have the most accurate and up to date backup. Creating a backup schedule or assigning a team member to this task can ensure that your manual backup is always up-to-date.
Step 7 – When a small mistake is made or disaster occurs in your store, import CSV files
This process looks different depending on the type of restoration you are trying to accomplish. Let’s say we are dealing with a CSV file containing products.
If you are wanting to restore all of your products – from your Shopify dashboard import the product CSV file and the changes will be reflected in your store.
If you are wanting to restore a single product or subset of products – if you are to make a small mistake, you need to sort through the CSV (which contains ALL of your products) to import specific changes to the affected subset of data. This is a timely task, which is another reason why we do not recommend CSV files as a backup solution.
Step 8 – Paste remaining store data from your backup
Items such as blog posts and product images have to be manually entered to restore your store. If any information is missing from your CSV file, or other documents, you would need to recreate the properties as needed from the raw data.
Option 2: Building a Backup Solution for Your Shopify Store
Before getting started, please note – this is a simplified guide. There are many things to consider when creating your own backup tool such as being GDPR compliant, abiding by data storage regulations, and implementing extensive data security measures to ensure the safety of the store and customer data.
If you have enough resources on your team and are thinking about building a backup solution for your Shopify store, here’s how to get started:
Step 1 – Use Shopify’s public APIs to create a backup tool
To use Shopify’s APIs there are some steps that must be taken, which can be found here – Getting Started with Shopify’s APIs.
There are many different APIs available through Shopify, each with their own uses. Once you have a better understanding of the APIs that are available, you can then plan out how to leverage them to get all the available information from your store, and at what frequency – so you can try to capture the changes you’re making. This will require building out the infrastructure to support making these API calls to Shopify, handling the responses that Shopify sends back, and how to properly store the information you receive.
Step 2 – Secure your backup
The same steps as outlined in Step 5 in the previous section.
This step is crucial. If the developer building this tool cannot guarantee the security of the data, it may not be worth it. The security of your store and customers’ data is at risk if this step is not met, which can have devastating impacts on your business.
Step 3 – Regular testing and maintenance on the backup solution you’ve built
From our experience backing up Shopify stores since 2015, we can tell you that one of the biggest challenges is keeping up with Shopify’s changing APIs. Shopify recently announced some updates coming to their APIs, most notably in versioning.
This means that if you build a backup solution today, it may become broken soon after if your app does not support the new versions of the APIs. This would have a big impact on your resources if a breaking change gets introduced. It is critical that you keep up to date with Shopify’s APIs and regularly test your solution. This will identify any vulnerabilities of your backup before disaster strikes.
Step 4 – When disaster strikes, sort through your data and figure out what needs to be restored
This is typically the part that most people overlook, so pay close attention!
When performing a restore function in your backup, you have to sort through the data that was backed up. This looks different depending on if you have backed up some items or your whole store. Additionally, this process will vary depending on if you are restoring a deleted item or an earlier version of an item (or store). There may be multiple items affected, because of the dependency they have on one another, and the order of operations.
Option 3: Set Rewind and Forget it
Going through the process of manual backups or creating your own backup solution isn’t a terrible idea, but if you don’t know how or don’t want to, let Rewind take care of it!
Our solution automates daily backups of your Shopify store. Rewind protects the data that drives your business by monitoring and capturing changes as they occur, allowing you to revert and restore any small mistakes or disasters. We are able to do this by using all of Shopify’s public APIs to ensure that we provide the most holistic and accurate backup for your store.
Our dedicated team continuously works with these APIs and is on top of every change that comes along. We look at backups from Shopify’s perspective. This allows us to backup and restore the data accurately, and in the same format that Shopify expects. This is one of the reasons why Rewind is the only backup and recovery solution recommended by Shopify and Shopify Plus. This means no duplicates and ensuring 3rd party dependencies continue to work.
As experts in cloud-to-cloud data backups, security is at the core of everything we do. Our priority is to provide a reliable, secure, and transparent service.
Just take a look at the complete list of security measures at Rewind: rewind.com/security
How Rewind Backups Work
BACKING UP DATA
There are three ways Rewind works to make sure your Shopify store is always backed up:
- Automatic backups every night at 12:00 am local time to capture new changes
- Real-time, automatic backups while you work on your Shopify store
- Launch a manual backup whenever you need it
Rewind is it a set it and forget it system and we send a weekly summary email that lists how your backups have been updated.
You have a lot of flexibility in how you restore your data. You can Rewind:
- A single item through the Vault, without losing any subsequent work
- A group of items through the Account Rewind tab
- Your entire Shopify store through the Account Rewind tab
The age-old question: Export, build, or buy?
If data backups are important to you – and they must be since you’re reading this – you should be using one of the three options. Call us biased, but we recommend using Rewind- the option that will put the least amount of strain on your team and provide the broadest coverage of your Shopify store.
Or, if you don’t want to back anything up and want to move to another platform, you can use LitExtension to automatically migrate the most important data to another platform with the highest level of accuracy and security.
The cost of a developer’s time to create and maintain a backup solution will add up quickly, as well as manual backups. Manual backups require you or someone on your team to spend hours each week maintaining regular exports and searching for the data needed for restores. The holes in these solutions can lead to devastating effects on your Shopify store. Take it from one of our customers, Andrew Saunders:
“Do yourself a favour and download this plugin. Even though I have not used it – I wish I had downloaded it on my other store when 60% of my product images were deleted after importing a CSV file and costing me weeks of work locating and uploading the images again. Don’t take the risk.”
Rewind takes care of your backups and restores for a low monthly fee – we truly live and breathe backups so you don’t have to!