Inventory the behavior first
Record what each customization does, where customers encounter it, and which data it requires. Include the behavior when a request fails or a customer uses an accelerated checkout.
Move UI to a supported checkout extension target, business rules to the appropriate Function API, and event collection to a supported pixel integration. Consent is a separate responsibility; the Customer Privacy API is not a substitute for an analytics pixel.
Choose the supported surface
The reviewed 2026-07 checkout documentation uses Polaris web components with Preact examples. Existing React-hook integrations must be checked against their pinned API version rather than mechanically relabeled as current.
Information, shipping, and payment-step UI extensions require Shopify Plus. Confirm each target and capability in the versioned reference. Do not design around arbitrary checkout DOM access. The small manifest below is an inventory format for a project, not a Shopify deployment configuration.
{
"customizations": [
{"purpose": "Delivery message", "surface": "Checkout UI extension"},
{"purpose": "Discount eligibility", "surface": "Shopify Function"},
{"purpose": "Order analytics", "surface": "Pixel integration"}
],
"checks": ["plan eligibility", "consent", "failure recovery"]
}Example internal inventory. Validate actual extension targets and API operations separately.
Test before the cutover
- Record the current configuration and define recovery options supported by the platform.
- Test UI, rules, and tracking independently in a development environment.
- Exercise mobile layouts, accelerated checkouts, currency changes, and unavailable data.
- Compare the intended business behavior with the result, including duplicate or missing events.
- Release an agreed scope and monitor errors. Do not promise universal immediate rollback or zero conversion impact.
- 01Audit
- 02Plan
- 03Build
- 04Launch & improve
Sources & review
Reviewed against the Shopify 2026-07 checkout reference. The unspecified deprecation countdown and unsupported uptime/compliance promises were removed. This planning example has not been deployed to a merchant checkout.
Content reviewed 2026-09-08. No production benchmark is claimed.
