In this lesson, you will learn how to:
- How to backup your theme files
- Exporting your produts, orders and customers
- Reviewing your store logs and staff actions
Running a business, whether it’s online or not, means there will be staple tasks that should to be completed regularly. This video will cover a few items we recommend you do or monitor to ensure you’re keeping your finger on the pulse of your business.
The first item is completing regular data backups via our export feature. Naturally, the reasoning or use-cases behind a data backup depends on the data type itself.
For instance, backing up your design theme customizations is a particularly important task if you’re planning to dive into the HTML or CSS or plan to have someone to make some customizations for you. Having a backup of your design
files means you can restore them if some sort of mishap occurs or you simply do not like the customizations that were made.
Soo, pretty important!
Backing up any of your store’s data is a simple process. Let’s look at theme customizations. Go to your store’s design section and select “Download Theme.”
You’ll be given the option to backup your customized files only or all files. If you haven’t made customizations you will simple be downloading “all design theme files.” We’ve made some customizations for this video, so we’ll select “customized files” and save. Now, if you want to test out a new design theme, you will have a backup our current theme customizations. This will enable you to revert back to your old theme without losing your customizations. No one likes losing their hard work!
If you’re interested in restoring any of your data, check out our support resources as we have details and step-by-step tutorials available.
Moving on to exporting your orders. Exporting orders ensures you not only have them for reference or record keeping, but you can do things like leverage the data to help you with your accounting.
To export orders, go Orders > Export. If you have a template preference, select it. Most commonly client select “Default” and chose to export to CSV. If you have a particularly large export, it’s wise to select the “Save export to server” option in case a timeout occurs or if you would like to save and share the file remotely. Select “Continue” and save the file in whatever location on your computer or device you would prefer.
You’re also able to export your products and product images. This could be helpful in making updates to your products or images in bulk like pricing or inventory changes but also is great for record keeping. Go to Products > Export and follow the same process as you did to export orders. If you’re looking to export your products, make updates and re-import we recommend the “Bulk Edit” template. Again, select your file format and save. These backups can come in handy in situations where you make an error when importing information or editing a product. Regular backups can save you a great deal of time and headaches.
If you’re interested in managing or updating your product images in bulk rather than on a one off basis, you’ll want to leverage our WebDav feature. It’s not only fast, it’s easy. In addition to orders and products, you can also backup or export your customer information. This, of course, excludes password information as that would violate PCI compliance. Now, you could do this if you wanted to push out an email blast or simply wanted to slice and dice your customer lists for marketing purposes. No matter the case, you’ll follow the same simple process of exporting by going to Customers > Export. Again, select your template, output, export and save.
And remember, if you want to restore or re-import any of this data, check out our support resources on support.bigcommerce.com. You’ll find all the information you need.
Another area of your Bigcommerce control panel you will want to check regularly will be the Store Log section. There are two tabs, one is System Logs which will house events that occur on your storefront. This would include; orders payment transactions, shipping quote requests and newsletter sign ups. If any errors have occurred with these items, this is where you’ll find them. Although there will be a brief description you can also expand the issue or error to find out more details.
If you uncover an error or issue, swing by our support resources by going to Help > Support in your control panel. Although we have a great deal of troubleshooting information available. If you cannot find what you are looking for, you’re likely experiencing a 3rd party error and will need to contact your provider directly for the fastest resolution.
Now to the next tab for Staff Action Logs. This area will record general changes made in the control panel like design template updates, product imports, page edits and so on. You’ll also be able to track who made these changes. However, as an example, if an update is made to a product, an entry will be listed here. Although, what was specifically updated on that product listing will not be included.
Great, another item to be aware of comes as you add staff members to your business you’ll want to add them as users and set their permissions. Under Settings > Account Settings > Users you’ll be able to create a user account by adding their email and status. Then, select the areas of your control panel you will be needing for them to access. There are a lot of settings here, including single click apps, API and even WebDav. This means you have full control. Also, naturally, if someone leave your business, you’ll want to change their status to inactive which locks them out of the backend of your store entirely. You can also delete the user entirely.
Last, but certainly not least, make sure to check on your analytics on a regular basis - whether it’s your in-store analytics or Google Analytics. It might seem like a no-brainer, but it’s not uncommon to get caught up in the day-to-day management of your business and forget to assess your performance. There is nothing more important than amplifying what you’re doing well and identify opportunities for improvement.
Well, there you have it. Add this list of tasks to your daily, weekly or monthly list of to-do’s and you’ll be armed and ready for business.