Simple step-by-step instructions to get your store ready for us to work on. Each guide only takes a few minutes to complete.
Don't worry if this seems technical - we've broken everything down into simple steps with clear instructions. Just follow along one step at a time, and you'll be done before you know it. If you get stuck at any point, just send us an email and we'll happily walk you through it.
Think of this like making a photocopy of an important document before you make changes to it. If anything goes wrong, you can always go back to the original.
This is the simplest method - just 4 quick steps:
Log in to your Shopify store. You'll see a menu on the left side of the screen. Look for Online Store and click on it, then click Themes.
At the top of the page, you'll see a section called "Current theme" - this is the design your customers see when they visit your store. That's the one we want to back up.
Look for the ... button (three small dots) next to your theme name. Click it, and a small menu will pop up. Choose Duplicate from the list. Shopify will make a complete copy of your theme - this usually takes just a few seconds.
Your copy will appear below in the "Theme library" section. Click the ... button on this new copy and select Rename. Name it something like "Backup - January 2026" (use today's date) so you'll remember what it is later.
That's it! Your backup will stay safely in your Theme library. You don't need to do anything else with it - it's just there as a safety net. Once your project is complete and you're happy with everything, you can delete the backup if you like.
If you'd like an extra backup saved on your own computer, you can do that too. This is completely optional - the method above is usually enough.
From your Shopify admin, click Online Store on the left, then Themes.
Click the ... button (three dots) next to your theme name, then choose Download theme file.
Shopify will send you an email with a download link (this might take a minute or two). Click the link in the email to download the file, then save it somewhere on your computer where you can find it later, like your Documents folder or Desktop.
Instead of sharing your personal login details, Shopify lets you create a separate "staff account" just for us. Think of it like giving someone a spare key to your house that you can take back whenever you want.
Why is this better than sharing your password? A staff account keeps your personal login private and secure. You stay in control - you can see what we do, and you can remove our access with one click when the job is done.
Log in to your Shopify store. Look at the bottom left corner of the screen - you'll see Settings with a small gear icon. Click on it.
A menu will appear on the left side. Look for Users (it might also be called "Users and permissions" depending on your Shopify plan) and click on it.
Look for the Add user button and click on it.
You'll be asked to choose between "Admin user" and "POS user". Select Admin user - this gives us access to manage your online store (POS is only for in-person point of sale systems).
In the email field, type: info@cartcure.co.nz
Look for the Two-step authentication section. Change it from "Required" to Not required. This allows us to accept your invitation without needing to set up extra security on our end.
In the roles section, select Administrator from the list. This gives us full access to complete your project. If you'd prefer to give us more limited access, you can choose Online store editor instead (this allows us to edit themes but not access other areas like orders or customers).
Don't worry - we only use what's necessary for your specific job, and you can remove all access once we're done.
Click the Send invite button. That's it! We'll receive an email and accept the invitation within 24 hours. You'll see "CartCure Support" appear in your user list once we've accepted.
Note: Invitations expire after 7 days. If we haven't accepted within that time, you may need to remove and re-add us to send a fresh invite.
Once you're happy with the completed work, it's a good idea to remove our access. Here's how:
Click Settings (bottom left corner), then Users.
Find "CartCure Support" in the list of staff members and click on their name. Then click the Remove button (you may need to scroll down to find it). Confirm when asked, and our access is gone immediately.
Good to know: We recommend removing access within a week or so after your project is finished. It's just good practice to only keep active accounts for people who need them. But there's no rush - do it whenever is convenient for you.
If anything doesn't look quite right, or you can't find a button we mentioned, please don't hesitate to reach out. Shopify occasionally updates their layout, so things might look slightly different on your screen. We're always happy to help!
We can also hop on a quick video call if you'd prefer someone to walk you through it - just ask!