> For the complete documentation index, see [llms.txt](https://docs.tipo.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tipo.io/backup-and-restore-tipo/getting-started/set-up-the-app.md). # Set up the app Choose what to protect, when backups run and who gets emails with the four-step Get started wizard. The first time you open **Backup & Restore Tipo**, a short wizard called **Get started** helps you choose what to back up, how much order history to include, when backups run, who receives emails and which plan to use. A progress line such as **Step 1 of 4** above each step shows where you are. Select **Continue** on each step until you reach the final **You're all set** screen. | Step | Name | What you decide | | ------ | --------------------------------------------------------- | ------------------------------------ | | 1 of 4 | [What we back up](#what-we-back-up) | Which data types to protect | | 2 of 4 | [Order history](#order-history) | How far back to back up orders | | 3 of 4 | [Schedule and notifications](#schedule-and-notifications) | When backups run and who gets emails | | 4 of 4 | [Choose your plan](#choose-your-plan) | Which plan fits your store | ## When the wizard appears The wizard opens automatically on a new install. You don't need to find it in the menu. * Your progress is saved. If you close the app and come back, the wizard resumes where you left off. * Until you finish it, **Home** takes you back to the wizard. * You can't jump between steps. Use **Back** and **Continue**. You can change every choice later in [Settings](/backup-and-restore-tipo/settings/settings.md). ## What we back up Choose which data types to protect. Every row is ticked by default. You can change this anytime in Settings. The **What we back up** table has three columns: **Data**, **Items** and **Included**. On a new install, every **Items** count is 0 because you have no backup yet. | Data type | Included by default | | ----------------------- | ------------------- | | Products & variants | Yes | | Collections | Yes | | Metafield definitions | Yes | | Metaobjects | Yes | | Themes | Yes | | Blogs & articles | Yes | | Files | Yes | | Saved searches | Yes | | Pages | Yes | | Menus | Yes | | Locations and Inventory | Yes | | Policies | Yes | | Shipping zones | Yes | | Customers | Yes | | Orders | Yes, export only | **Orders** shows the note **Export only — Shopify doesn't allow writing orders back**. You can back up and download orders, but you can't restore them into your store. {% hint style="warning" %} If you untick every row, backups can't start. Keep at least one data type ticked. {% endhint %} Select **Continue**. Your choices are saved when you finish the schedule step (step 3 of 4). If you see **Couldn't load your settings**, select **Try again**. ## Order history This step is called **Configure order backup**. What you see depends on your choice in the table above. | Your choice | What you see | | ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Orders** ticked | The text **Your store was created on** a date **and currently has approximately** a number **orders.** Under **Order history**, choose **All historical orders** (**Back up all available orders.**) or **Orders from a specific date** (**Back up orders created on or after the date you pick.**). For a specific date, also pick a **Start date**. | | **Orders** not ticked | **Orders are not included in your backup. Continue to set your schedule.** | | Already chosen earlier | **Your order backup choice is already saved. Continue to set your schedule.** | **Continue** stays disabled until you pick a **Start date** if you chose **Orders from a specific date**. If saving fails, a **Could not save your choice** message appears with the reason. Fix it and select **Continue** again. Select **Back** to return to the previous step. ## Schedule and notifications ### Backup schedule The timeline shows your last backup on the left, **Now** in the middle and your next backup on the right. On a new install the left side reads **No backup yet**. | Option | Choices | What it does | | ------------- | ------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------- | | **Frequency** | Every 6 hours, Every 12 hours, Every day, Every week | How often automatic backups run. The default is **Every day**. | | **Time** | 12:00 AM, 2:00 AM, 3:00 AM, 6:00 AM, 12:00 PM, 9:00 PM | When the backup runs. For the 6-hour and 12-hour options, it sets where the cycle starts. The wizard shows the default time. | | **Time zone** | Store time zone, or UTC | Which clock the **Time** uses. The default is your store time zone. | The frequencies you can use depend on your plan. If you pick a frequency that is faster than your plan allows, the app saves the fastest one your plan includes instead. See [Compare plans](/backup-and-restore-tipo/plans-and-billing/plans/compare-plans.md). ### Notifications * **Send to** is the email address for app emails. Separate several addresses with commas. If you haven't saved an address yet, the field starts with your store's email. * **Send an email when** has four choices: | Option | What it does | Default | | ----------------------------------- | ---------------------------------------------------------------------- | ------- | | **A backup fails** | Sent right away, with the reason and whether the next run is affected. | On | | **A restore finishes** | Includes what was restored and what was skipped. | On | | **Weekly summary** | Every Monday: what changed in your store and what was backed up. | On | | **You're close to your plan limit** | Sent once at 90% of your product limit, not every day after that. | Off | Select **Continue** to save. If you see **Couldn't save your settings**, read the message, fix the problem and select **Continue** again. You stay on this step until it saves. Select **Back** to return to the previous step. After saving, the **Choose your plan** step opens. ## Choose your plan The last numbered step is called **Choose your plan**, with the text **Pick the plan that fits your store. You can change this anytime.** It shows the same plan cards as the **Plans** page in the app. {% stepper %} {% step %} Compare the cards. If a **Monthly** and **Yearly** choice appears above them, pick a billing period first. The yearly choice can show a **Save** badge. {% endstep %} {% step %} Optional: if you have a discount code, enter it in the discount field above the cards and select **Apply**. {% endstep %} {% step %} To use a paid plan, select its card button (for example **Upgrade to** a plan). In the window that opens, read the summary and select **Continue to Shopify**, then approve the charge on the Shopify page. You return to this step when you finish. {% endstep %} {% step %} To stay on your current plan (the card marked **Current plan**), don't choose a new one. Select **Continue** at the top of the page. {% endstep %} {% endstepper %} {% hint style="info" %} You can change or cancel your plan any time after setup. Plans are billed through Shopify. See [Compare plans](/backup-and-restore-tipo/plans-and-billing/plans/compare-plans.md) and [Change or cancel your plan](/backup-and-restore-tipo/plans-and-billing/plans/change-your-plan.md) for prices, limits and what happens when you switch. {% endhint %} If the cards don't load, select **Try again** under **Couldn't load your settings**. Select **Back** to return to the schedule step. ## You're all set The screen shows a **Configured** badge and two buttons. | Button | What it does | | ------------------- | ------------------------------------------------------------------------ | | **Back up now** | Starts your first backup and opens **Home**, where you can watch it run. | | **Go to Dashboard** | Opens **Home** without starting a backup. | If you do nothing, the app opens **Home** after about 5 seconds. It does not start a backup. ### If the backup doesn't start A red message appears on the screen and you stay where you are. You can start a backup from **Home** instead. | Message | What to do | | ----------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | | A backup is already in progress for this store. | Wait for it to finish. | | A restore is in progress for this store. Wait until it finishes before starting a backup. | Wait for the restore to finish. | | No backup resources are enabled for this store. | Go to **Settings** and tick at least one data type. | | Backups are paused: this store is over its plan. | Open **Plans** and choose a plan that fits. See [Usage and plan limits](/backup-and-restore-tipo/plans-and-billing/plans/usage-and-limits.md). | | Choose how much order history to back up before starting a backup. | Go back to the **Order history** step and make a choice. | | Could not start the backup. You can start one from the Home page. | Go to **Home** and select **Back up now**. | ## Change it later * Data types: [Choose what to back up](/backup-and-restore-tipo/settings/settings/what-we-back-up.md) * Plan: [Compare plans](/backup-and-restore-tipo/plans-and-billing/plans/compare-plans.md) * Schedule: [Backup schedule](/backup-and-restore-tipo/settings/settings/backup-schedule.md) * Emails: [Email notifications](/backup-and-restore-tipo/settings/settings/notifications.md) ## Next steps * [Quickstart: your first backup](/backup-and-restore-tipo/getting-started/quickstart.md) * [Check your protection status](/backup-and-restore-tipo/home/home/protection-status.md) * [Finish setting up (setup guide)](/backup-and-restore-tipo/home/home/setup-guide.md)