Sync & backups

Save ≠ Publish

Editing a form in the app and clicking Save stores the changes, but does not publish them to the store. To reach the storefront you must Sync.

Each form is published as a Shopify metaobject. The theme extension reads that metaobject to render the drawer.

Sync with Shopify

1. Save the form.
2. Click Force Sync (the hint on the Settings tab calls it “Sync to Shopify”).
3. The sync runs in the background; reload to see the status.

On the form’s Settings tab you’ll see the status: Synced, Not synced or Sync failed, and the last sync date.

If it says “Sync failed”

That form never published, so your store is still showing the previous version — or nothing at all, if this was the first time you published it.

Open it and hit Force Sync. It usually takes a few seconds and that clears it in most cases.

Nothing is lost: your steps, wording and settings are saved. If it fails again, write to support@getoptical.app and we’ll look into it.

Remember to sync after every change

If you change steps, prices or design and only save, the storefront keeps showing the previous version until you sync.

Form status

A form only appears on the store if it’s Active and Synced, and its product has the form assigned with the app embed enabled.

Backup & restore (JSON)

• Export form as JSON (Settings tab) — downloads the whole form config. Use it to back up or to copy the form to another store.
• Import from JSON (dashboard) — creates a new form from an exported file.

Steps, wording, translations and design travel intact. Add-ons don’t, because they’re linked to products in one specific store: see Copying a form to another store.

No data is deleted when you change plans: your forms, their steps and their translations stay exactly where they are.

What does switch off if the plan lapses

Your data is untouched, but the configurator stops rendering on your store, even though the form still shows as Active inside the app. This isn’t a sync failure — it’s the plan.

Bring the payment up to date and everything comes back exactly as you left it: right away if you sync the form yourself, or on its own with the daily check.