Existing-Store Workflow
An existing store already has traffic, products, and a theme. The goal is to turn on Custy carefully so shoppers keep a smooth path while you finish setup.
What success looks like
You can install Custy, set up a few products, and test the Design Lab without taking the store offline. Shoppers only see Custy when you are ready.
Step 1: Install on the correct store
Sign in to the Shopify store that sells to customers. Install Custy there. Confirm the store name in the top bar before you click Install.
Step 2: Choose how shoppers will see Customize It
You can embed Custy on the live theme when you are ready, or test on a duplicate theme first. A duplicate theme is safer for busy stores.
- Duplicate your live theme in Shopify (recommended for busy stores)
- Embed Custy on the duplicate theme and preview it
- Or embed on the live theme only after a quiet test window
Step 3: Sync products and set up a pilot set
Bring products into Custy and fully configure a small pilot set before you touch the whole catalog.
- Sync products from Shopify into Custy
- Pick a pilot list of products
- Set sizes, colors, print areas, and pricing on the pilot set
- Place a test order on a test product if your plan and store allow it
Step 4: Expand in batches
After the pilot works, migrate the next batch of products the same way. Keep a simple sheet of what is done and what is still on the old customizer.
Step 5: Switch shoppers, then clean up
When the checklist passes, publish the theme (or keep the live theme) with Custy as the customizer shoppers use. Remove old app buttons or blocks so shoppers are not offered two design tools.