Handle data requests, reset settings, or uninstall

Before you start

Each section applies its own permission. Danger zone is shown only to people allowed to reset settings. Signature records also holds Export evidence and Orders on legal hold, and a Before you remove OrderPilot card offers Export everything.

How OrderPilot handles your data

The shop erasure request follows 48 hours after uninstall. The shop record, privacy-request log, and billing record remain. Signed signature records and their files are retained for legal retention.

Error IDs don't contain customer, order, or staff data. Use them when seeking help without copying private records into an error description.

Respond to a customer data request

1. 1

   Step 1: Find the request

   Open Settings›Account & data›Customer data requests. Under Requests from customers, find the row using Customer, Requested, Orders named, and Status.

2. 2

   Step 2: Prepare the current file

   Click Prepare file. The row shows Preparing… while the file is created. When ready, it offers Download file and Kept until with the date.

   The file reflects details and addresses, orders and quotes, support conversations, and messages sent to the customer when prepared. Internal notes aren't part of the customer export.

3. 3

   Step 3: Download and provide the file

   Click Download file and send it to the requesting customer within the 30-day period stated on the page. The row records Downloaded with the date.

   A prepared file is kept for 7 days. Prepare it again if that period ends before you download it.

Reset all settings

1. 1

   Step 1: Review the reset scope

   Open Settings›Account & data›Danger zone. Read Reset all settings before choosing Reset settings.

   

   A reset affects numbering, review rules, brand grouping, Customers and Review menu settings, brand color, support email, commission rules, and other shop settings.

   It turns the portal back on and online selling off. Template products leave the Online Store when that online-store setting is reset.

2. 2

   Step 2: Confirm the reset

   Click Reset settings, then review the confirmation. Click Reset Settings only when you intend to restore the defaults. Settings reset to defaults confirms completion.

   Warning

   Reset cannot be undone

   The reset affects app behavior across the store. Record the settings you need before confirming, then review the resulting defaults.

   Quotes, orders, templates, options, vendors, statuses, and roles remain. The made-to-order location is retained while ordered-new items still wait there.

Uninstall OrderPilot

1. 1

   Step 1: Download needed records

   Download the documents and reports you need. Export signature evidence through Signature records if you need it before the uninstall email arrives.

   OrderPilot's Shopify products and metaobjects remain in Shopify after uninstall. Uninstalling the app isn't a complete removal of those Shopify objects.

2. 2

   Step 2: Open Shopify's app management

   In Shopify admin, go to Settings›Apps. On OrderPilot's row, open the ⋯ menu and choose Uninstall, then review Shopify's confirmation before completing it.

   

3. 3

   Step 3: Review the resulting account state

   After uninstall, pending plan changes close, managed email sending is revoked, scheduled emails and texts stop, and app sessions end. Signature evidence is exported and emailed to the store owner.

   Notification personal data is removed, followed by the shop erasure process. Retained signature evidence follows its separate retention rules.

   A reinstall within the retained paid period can use the previously paid locations until that period ends. Subscription shows Your paid period is still running where applicable.

What happens next

After a data download, the request retains its downloaded status. After a settings reset, review the store setup again before staff resume work.

After reinstalling, check Subscription and the rebuilt starter setup. Existing retained statuses are kept where present, and missing system statuses are added. Theme blocks remain until removed from the theme.

Retention controls belong to Signature records. Confirm those options there rather than treating customer erasure or uninstall as immediate signature deletion.

If something goes wrong