How To Automate Theme Deployments To Shopify Stores With Buddy

E-commerce is surging under the lockdown, with thousands of businesses opening online stores every week. This means more work for developers, including those working with Shopify themes. With the numbers growing, deploying, and managing multiple shops at once can get tricky. Buddy solves this problem with delivery pipelines, a fast and elegant solution that lets you automate deployments and preview changes before going live.

Buddy (also known as Buddy.Works) is a web-based and self-hosted continuous integration and delivery software for Git developers that can be used to build, test and deploy web sites and applications with code from GitHub, Bitbucket and GitLab.

In this guide, we will set up automatic deployment of a Shopify theme to an existing store. We will create 2 environments: live, where your theme is hosted, and stage, to preview changes before publishing them to production.

Step 1: Configuring Theme Kit CLI

Start with downloading Shopify’s Theme Kit CLI. The CLI lets you run various operations in the context of Shopify themes by running commands. You can find installation instructions for your OS on their documentation page.

When you’re done, you’ll need to create a new private app in the store’s admin panel to gain access to Shopify’s API.

  • Log in into your store admin panel
  • Go to the Apps tab
  • Click Manage private apps under the list of installed apps
  • Click Create new private app
  • Fill in name of the app (for example, theme-kit-cli)
  • At the Admin API section, scroll down to Themes and set it to Read and write (you may need to expand inactive Admin API permissions)
  • Save the app and copy the newly generated password

Refer: How To Create A Private App In Shopify?

Step 2: Bootstrapping theme project

For this guide, we’ll be using the default Debut Shopify theme. To bootstrap our project we will download it using Theme Kit CLI.

  • Go to the store admin panel and visit the Online Store > Themes tab
  • Click the Actions button and select Duplicate
  • When the process is done, duplicate the theme again with the name Stage. We will use this theme for previewing changes in the stage environment.

After creating a new theme, we have to download it.

  • Create a directory on your computer and go there from the command line.
  • Before we download the theme, we have to know its ID. To list all themes installed in your store, run this command:

where:

  • PASSWORD – is the password to the Shopify’s API we have created earlier
  • SHOP_NAME – your shop’s name used in the website URL (for example, my-shop.myshopify.com)

You should get this output from the command with two new themes – one for production and one for staging environment:

The number in brackets is the theme’s ID. We can use it now to download the files from Shopify:

Lastly, check if all files were downloaded successfully. Your folder structure should look like this:

In this tutorial, we’ll use Buddy as the code provider. You can use any VCS if you wish, though, as Buddy integrates with all types of Git providers, including GitHub, Bitbucket and GitLab. In this case, reproduce the steps below, but select a different provider at the beginning.

Start with setting up a new repository in the folder with your theme:

Sign in to your Buddy account, create a new project and select Buddy as the provider:

Enter the name and click the button to proceed:

Copy the URL of the newly created remote repository:

Add the remote to the repository on your computer using the copied URL:

Now, create an initial commit with all files from the folder:

Create and checkout the stage branch. We’ll use it to deploy changes to the preview environment:

With everything ready, push the commit to the remote repository on Buddy:

Step 3: Delivery to Production

With the theme safe and sound in the repository, it’s time to configure two pipelines that will be deploying changes to the Shopify store.

The live pipeline will reflect what is visible to your customers on the Shopify store. It will be watching for changes on the master branch.

  • Click Add a new pipeline on the project’s page
  • Set the name to Live or similar
  • Select Manual as the trigger mode
  • Select master as the deployment branch
  • Click the blue button to finish configuration

With the pipeline configured, we can add the Shopify deployment action:

  • Look up Shopify on the action list
  • In the integration box, paste the URL to your shop and click the button when ready
  • Buddy will redirect you to your store settings. Install Buddy in the store to proceed
  • With the integration added, select the theme and shop to which you want to deploy

Step 4: Delivery to Stage

Creating the staging pipeline works the same as with the production pipeline. The differences are the branch from which we deploy, and the triggering mode:

  • Go to the Pipelines tab and click Add a new pipeline
  • Set the name to Staging or similar
  • Select On push as the trigger mode
  • Select staging as the deployment branch
  • Click the blue button to finish configuration

Add the Shopify action once again. This time, change the theme to which the action will deploy:

Step 5: Testing delivery pipelines

You should now have two pipelines: one for previewing changes on stage (automatic), and another one with deployment to production (manual):

Let’s see how they work in practice. First, make some changes to your theme and push them to your staging branch. You will see that Buddy will automatically pick up those changes and upload them to My theme - stage:

Check the website and see if everything looks fine. If yes, merge the branch to master and run the production pipeline. If you host the source code on Buddy, you can merge branches in the Code tab:

Step 6: Expansion

This guide covers only one of the issues that can be solved with pipelines. A cool feature of Buddy is that it lets you quickly expand existing pipelines without disrupting your workflow. You can, for example:

  • send notifications when the deployment fails
  • test code for errors with ESlint and PHP Codesniffer
  • minify assets and bundle files with Gulp and Webpack
  • perform visual tests in the browser

The most important thing, however, is to keep things simple: add one step, test it for a while, and only when you’re 100% sure everything works fine add another one. With this approach and Buddy at your side, you will soon be able to focus strictly on developing awesome themes, and leave the operational hassle far behind.

Source: Buddy

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