Migrating custom changes

Merging custom changes in Shopify themes - challenges and best practices

When working with Shopify themes, updating to a new version can introduce challenges when customizations have been made. Since Shopify does not provide a built-in way to merge custom changes automatically, you must manually merge these changes. This document outlines the key challenges and best practices for managing and transferring custom changes during theme updates.

Challenges in merging custom changes

1. Manual transfer required

• Custom code changes (HTML, CSS, JavaScript, Liquid) must be manually identified and reapplied to the updated theme.

• Shopify does not support automatic merging of theme modifications.

2. Difficulty tracking changes

• Without proper documentation, locating custom changes can be time-consuming.

• Developers may not always know where modifications were made, leading to potential loss of functionality.

3. Theme updates may overwrite customizations

• If an update is applied without first backing up custom changes, they may be lost.

• Some theme settings may reset, requiring reconfiguration.

4. No control over data transfer (Shopify limitation)

• As theme developers, we cannot control how Shopify handles theme updates.

• The platform does not provide tools for selective merging of custom code.

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Best practices for managing custom changes

1. Document all customizations

• Maintain a detailed log of all modifications, including:

  • Modified files (e.g., theme.liquid, product-template.liquid, custom.css).

  • Specific code snippets added or altered.

  • Any third-party apps or scripts integrated.

2. Use a version control system (Git)

• Track changes using Git to easily compare old and new versions.

• Create branches for custom work to avoid conflicts during updates.

3. Test updates in a development environment first

• Duplicate the live theme and apply updates in a development/staging environment.

• Verify that custom changes are preserved before pushing to production.

4. Consider not updating if unnecessary

• If the current theme works as intended, updates may not be required.

• Weigh the benefits of new features against the effort of reapplying customizations.

5. Work closely with developers

• Ensure developers are aware of all custom changes before an update.

• Provide them with documentation to streamline the transfer process.