Before you touch your real store, you can build and test your whole Qoblex setup, including a trial import of products and orders, against a staging or development store. This article covers moving off that staging store once you’re ready to go live, and the two ways to clear any test data the rehearsal leaves behind.
Rehearsing is optional. If you’re connecting your production store straight away, you can skip this article: the store you connect while you set up Qoblex is your production store.
Rehearse before go-live
Everything in Set up Qoblex before you switch works exactly the same against a staging or development Shopify store, so you can build and test your whole setup, including a trial import of products and orders, before you touch your real store. When you’re ready to go live, you have two options for moving off the staging store:
- Connect production before disconnecting staging. Connect your production store and choose its sync settings, including its own matching strategy (see Set up Qoblex before you switch), before you click Disconnect store on the staging one. Pause its inventory sync with Do not sync straight away, before you save or import. If your Qoblex subscription is billed through Shopify, disconnecting the only paying store ends that billing (see the callout below), so leaving production connected first is the safer order. Do the production store’s connection and its one-off product import before cutover day itself rather than on the day: a completed product import also queues that store’s open-order import (see Bring in open sale orders), so getting it out of the way early keeps it separate from your cutover-day sequence. Once production is connected and correct, disconnect the staging store the same way as any other: this only removes that one connection, revoking the store’s credentials without touching your Qoblex products, contacts, or any other data. It also doesn’t clean anything up. Any rehearsal sales orders, allocations, imported purchase orders and GRNs, and stocktake adjustments you created while testing stay in Qoblex exactly as they are, and will keep reserving or moving stock after you connect your production store. Cancel or delete that rehearsal data yourself before cutover. Unlike a Draft stocktake, a batch/serial import you ran while testing is authorized the moment it runs, so you can’t cancel or delete it. Its batches stay at their test quantities and show up, prefilled, in your cutover template. Count each one you’re keeping at cutover, and zero out any test batch you don’t want with an ordinary stock adjustment first, because listing it at
0in the import is ignored (see Count batch and serial stock). Reset account is not a cleanup option at this point: it also disconnects your production store and deletes your catalogue. - Reset the account. If your rehearsal also left test data you don’t want anywhere else in the company (not just in Shopify), Reset account — the button on the Company Information page of your Account settings — is the way to clear everything and start the company fresh. Reset account opens a dialog titled Clear account; confirming there with Yes, clear account starts the reset. It’s a start-over, not a cleanup: do it before you build your real catalogue and connect production, or expect to redo all of your setup afterwards. After a reset, your products are gone too. Connect your production store the safe way described above (pause its inventory sync with Do not sync before you import), run its product import, and bring in everything your store doesn’t sell, such as raw materials and components, by CSV (see Product imports and bulk edit). Leave batch-tracked stock until cutover day: the batch CSV import is a stocktake that corrects each batch’s quantity at one location and creates an adjustment, so use it as your count for batch-tracked products when you bring in opening stock, not straight after the reset (see Import or update batches by CSV stocktake). You can still upload a few batches during the rehearsal itself to test the import; then count with the real figures at cutover. See Generate Demo Data for the same control from the trial-data side.
The same staging-store approach works for WooCommerce, with its own Disconnect store button. Two differences: a WooCommerce product import doesn’t queue an open-order import, and a new production WooCommerce connection sets its own cutoff for already-completed orders when its first product import finishes.
A full account reset is a much bigger action than disconnecting a store. It permanently deletes essentially everything in the company (products, orders, purchases, adjustments, contacts, and accounting records) and force-disconnects every integration, not only Shopify. You must type RESET ACCOUNT in the confirmation box to proceed, and it cannot be undone or recovered afterwards. Only use it when you genuinely want the whole company cleared, not just the Shopify connection swapped.