Setting Up Shopify for Clients: A Developer's Guide to Partner Accounts

Navigating Shopify Setup for Clients: A Community Perspective

So, you're a web developer diving into the world of Shopify for a client – awesome! It's a powerful platform, but getting the initial setup right is crucial. I saw ShorePatrol recently asking about this in the community, and it's a super common question, so let's break it down. The question was essentially: "Do I set up Shopify with all the client information or my own, and then transfer?"

The short answer? Use a Shopify Partner account. Here's why and how:

Why a Shopify Partner Account is Key

Think of a Shopify Partner account as your web developer Batcave for managing client stores. It lets you build and develop stores on behalf of clients, and then seamlessly transfer ownership to them once they're ready to take the reins. This keeps things clean, organized, and ensures proper billing from the start.

Step-by-Step: Setting Up a Client's Store the Right Way

Here's a breakdown based on the community's advice and Shopify's official documentation. This is the process mentioned by made4Uo in the discussion, and it's definitely the way to go:

  1. Create a Shopify Partner Account: If you don't already have one, head over to the Shopify Partners website and sign up. It's free, and it unlocks a bunch of helpful tools and resources.
  2. Create a Development Store: Once you're in your Partner dashboard, you'll see an option to create a "Development store." This is essentially a free, fully functional Shopify store that you can use to build and customize your client's site. Crucially, use your information here, not your client's.
  3. Build the Store: Now comes the fun part! Install a theme, add products, configure shipping, and generally build out the store to your client's specifications. You have full access to all the Shopify features during this development phase.
  4. Transfer Ownership: Once the store is ready for launch, you can transfer ownership to your client directly through the Partner dashboard. This process will prompt your client to create their own Shopify account and choose a billing plan. When they accept the transfer, the store is officially theirs!

Laza_Binaery shared a helpful link to the Shopify documentation, which goes into even more detail on managing client stores. Definitely worth checking out: https://help.shopify.com/en/partners/manage-clients-stores

Why This Approach Matters

  • Clean Handoff: Transferring ownership ensures that your client has full control over their store and billing.
  • Partner Benefits: As a Shopify Partner, you may be eligible for recurring revenue share based on the client's Shopify plan.
  • Organization: Keeping client stores separate within your Partner account makes it easier to manage multiple projects.

Avoiding Common Pitfalls

It's tempting to just create a regular Shopify store using your client's information, but this can lead to headaches down the road. You'll have to deal with transferring billing information, potentially losing access to the store, and missing out on Partner benefits. Starting with a development store is the cleanest and most professional approach.

I know it can seem a bit confusing at first, especially if you're new to Shopify like ShorePatrol was. But trust me, taking the time to set things up correctly from the beginning will save you a lot of trouble in the long run. The Shopify Partner program is designed to make this process smooth and efficient, so take advantage of it!

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