Help · one page for every question
Install, setup, quotes, billing, and support, in one place.
Everything a merchant needs from Copiara, from the first install through to the day they uninstall. This is also where every "contact Copiara support" link in the embedded app sends you.
01 · Install
Installing Copiara, and what happens the first time you open it.
Copiara is coming to the Shopify App Store. It is not listed yet. There is nothing to install today.
When it is listed, you install it into your own Shopify store like any other app. Shopify shows the exact list of access scopes for approval before the install completes, and the app can read and write only within them. The app records the install and stores your store's access token.
01
First open creates your workspace
The first time anyone opens the embedded Copiara admin, the app gives that installation its own Copiara workspace.
02
Sometimes it cannot, automatically
If it cannot do that automatically, for example because the store has to land on a workspace that already exists or no usable name can be derived from the store, the install stays in a pending state and Copiara links it. The app says so on screen instead of failing.
03
Where you land first
The Copiara admin, embedded inside your Shopify admin.
04
Who can get in
Your staff reach it through the Shopify admin, under the staff permissions you set in Shopify. Copiara never sees or stores a Shopify password.
The embedded admin has ten screens: Home, Quotes and a quote detail, Companies and an account detail, Orders and an order detail, Pricing, Sync, and Settings.
Before the doors open
Setup runs on the Sync and Pricing screens, before a buyer ever sees the portal.
02 · Setup
Five steps, in this order, before your first quote.
- 01Import the catalog. From the Sync screen, Copiara reads your store's products, variants, SKUs, and inventory into its own catalog. Sync reports products seen, created, updated, and errors, products skipped for having no SKU, published and unpublished counts, when the last baseline was ingested, and when the last sweep ran. A product with no SKU is skipped.
- 02Sync companies. Copiara pulls your store's B2B companies, their locations, and their contacts, so quotes, approvals, and credit apply to the right buying organization.
- 03Push contract pricing. From the Pricing screen, list your price lists, preview a change, then push it. The push writes through Shopify's own catalogs and price lists, so the price a given company sees is a real Shopify price, not a Copiara-only one.
- 04Put the portal on your storefront. This is two steps. The app creates a page on your storefront at the handle copiara-portal. You then have to add the Copiara portal block to that page in the Shopify theme editor. Until the block is placed, the page is there but the portal is not live.
- 05Turn on the AI concierge, if you want it. It is a theme app embed and is off by default. You enable it in the theme editor when you want it.
03 · The quote desk
Where a price gets negotiated, and where it settles.
01
How a buyer asks for a price
Through the concierge on your storefront. The concierge raises the quote on your behalf. There is no quote request form in the buyer portal. What a buyer can do there today is see their quotes, read one, and accept it.
02
What you can do on a quote
Edit the lines, counter line by line, send a message on the quote thread, apply or remove a discount, accept, decline, and push the quote to Shopify as a draft order.
03
The margin floor
Enforced on the server, evaluated on the whole quote's blended margin, never per line. It is currently the same 8 percent for every workspace, not something a merchant configures. A counter that would take the quote below it is refused.
04
What accepting produces
A Shopify draft order with the agreed prices locked, raised under the buyer's own company so it inherits that company's payment terms and tax, with an invoice the buyer can pay. It settles at Shopify's own B2B checkout. Copiara is not in the payment path, and it reads payment and fulfillment state back from Shopify.
04 · Billing and the trial
Three plans, each opening with a 14-day free trial.
The app is not listed yet, so there is nothing to subscribe to today. Billing runs through Shopify App Pricing: you choose a plan in the Shopify admin, the charge lands on your Shopify invoice with everything else you pay Shopify, and no card or bank details reach Copiara. There is no usage fee and no cut of what you sell. The monthly plan is the whole charge. Refunds, proration, and cancellation follow Shopify's app billing.
01
Starter
$19 a month, opening with a 14-day free trial.
02
Growth
$69 a month, opening with a 14-day free trial.
03
Enterprise
$179 a month, opening with a 14-day free trial.
05 · Uninstalling and data deletion
What happens when you uninstall.
Uninstalling the app from the Shopify admin ends Copiara's access to your store immediately. Shopify sends a shop/redact request about 48 hours later, that timing is Shopify's own platform behavior, not a Copiara commitment. We record a deletion request when it arrives and act on it, and you can always ask about its status.
01
What gets deleted
On the shop/redact request, Copiara deletes the Shopify connection data it holds for your store: the stored access tokens, the links between Shopify customers and Copiara buyer records, the links between Shopify products and Copiara catalog records, queued work for your shop, and any buyer data-request package still waiting to be collected. Your store is marked uninstalled.
02
What is retained
Your Copiara workspace and the records the app created in it are retained and flagged rather than destroyed, because a workspace can predate a store, outlive it, and be reconnected by reinstalling. Deleting a workspace is a separate step, and you can ask for it.
03
Your Shopify store
Your Shopify store and everything in it are unaffected.
04
Getting your data
Ask us and we produce a full export of the data Copiara holds for your store. A generated export is kept for 30 days, and its download link expires after 24 hours.
06 · Getting support
Every "contact support" link in the app points here.
Reach us through the form at /contact or by email at hello@copiara.com. Include your store's myshopify domain, what you were doing, and the error code the app showed, if it showed one. That is usually enough to answer without a second round trip.