Overview
Use this checklist to organize your team, connect Shopify, review your catalog, and test the customer experience. Shopify is the only production commerce platform with a self-service Urbanmount connection.
Who this applies to
This checklist is for the Partner administrator coordinating onboarding and the ecommerce, catalog, operations, and customer-support contacts helping with setup.
Steps
Assign an onboarding coordinator. Choose one person to own progress and collect decisions from the rest of your team.
Confirm business details. Review the business name, website, primary contact, email address, and phone number shown during onboarding.
Invite the right people. Use individual access where available and give access only to team members who need it.
Confirm your Shopify store. Record the store name and permanent
myshopify.comdomain. Make sure an authorized Shopify administrator is available to install the app.Connect the intended store. Start from the official Urbanmount listing in the Shopify App Store and verify the store name before approving the installation.
Prepare a catalog sample. Choose representative products and variants. Check their identifiers, SKUs, titles, descriptions, options, and other details relevant to the requested service.
Review products in the Partner Dashboard. Confirm that expected items appear and note any product or variant that needs attention.
Review installation categories. Confirm that the categories your store intends to offer are enabled. If a relevant category is off, its matched products may remain paused.
Confirm the storefront placement. Add the Urbanmount app block or customization to the intended Shopify surface, confirm you are editing the correct theme, and publish the change when ready.
Review the customer experience. Check the Urbanmount experience available for your store before making it broadly visible.
Run representative tests. Test the exact variants customers can select, including products that should and should not qualify, more than one customer location, and desktop and mobile where relevant.
Test the published experience. Use a private browser window to confirm the intended placement, language, mobile behavior, and messages shown when installation is unavailable.
Compare results. Match Shopify product, variant, and order identifiers with the information shown in the Partner Dashboard.
Prepare customer support. Give your team a clear owner for Urbanmount questions and explain what evidence to collect.
Resolve open issues. Complete the setup actions shown for your account and address unexpected results before wider use.
What to expect
Onboarding is completed in stages. Installing the Shopify app does not by itself mean the store is ready for broad customer use. Product details, service eligibility, location availability, installation categories, and storefront placement can require separate review.
After material changes to your Shopify theme, placement, or catalog structure, retest the affected customer journey before wider use. Change one area at a time when investigating an unexpected result so your team can identify what resolved it.
If your business does not use Shopify, contact Urbanmount to discuss your needs. Do not assume that another commerce connection is available or begin implementation based on an unconfirmed setup path.
Get help
Open Help in the Partner Dashboard. Include the Partner business name, account email, Shopify store name, permanent myshopify.com domain, blocked checklist step, expected result, actual result, and exact message shown. Add relevant product or variant identifiers and a redacted screenshot when useful. Never include passwords, payment details, or other secrets.