Docs

Install

Install from Shopify Admin after App Store approval or through the Partner development install flow during review preparation.

Confirm plan

Choose Basic Monthly or Basic Yearly from Shopify App Pricing.

PCD approval

Custory requests protected customer data for name and email. Phone and address fields are not requested by default.

Run first sync

Use Dashboard to queue a privacy-safe sync for approved customer, order, and return data.

Find customer

Search by approved identifiers using HMAC-backed tokens.

Build timeline

Preview events, choose sections, and include or exclude orders, returns, tags, notes, line items, totals, refunds, and internal support notes.

Export formats

CSV, JSON, printable HTML, and PDF-ready HTML are supported.

Retention

Export artifacts default to 24 hours. Timeline cache retention defaults to 365 days.

Troubleshooting

If PCD or read_returns approval is pending, Custory shows a clear unavailable state instead of querying unavailable fields.