Each client gets their own organization: a fully separate catalog, team and set of keys, isolated from your other clients at the database level. One login can belong to all of them, and the switcher in the sidebar moves between them.
Work through this list in order — each step makes the next one easier.
1. Create the organization
From the organization switcher in the sidebar, create a new organization with the client’s name and a slug.
2. Languages
On Locales, add every language the client sells in and set the default. Do this before importing anything, so localizable content has somewhere to go.
3. Content pages (if they need them)
If the client wants policies, guides or a blog managed in minipim, tick Content pages in Settings. Do it before connecting BigCommerce if you want their pages and blog posts imported.
4. Product types
Model the client’s most complicated product type first — see model your first product type. If you’re importing from BigCommerce or Shopify, you can do this after the first pull instead: the connector creates the attributes it needs, and you refine from there.
5. Bring the catalog in
- From BigCommerce: see moving a BigCommerce catalog into minipim.
- From Shopify: install the Shopify connector and pull.
- From a spreadsheet: import a CSV.
6. Channels
Create a channel for each place the client sells and set what each one requires — see get products ready for a channel. Connectors create a starting channel for their store.
7. Invite the client’s team
On Members, add each person by email. People who already have an account are added straight away; everyone else gets an invitation — on Hosted, by email, and in every case as a link you can copy and send. As an admin you can change members’ roles and remove them later.
8. Keys for their developers
If the client has a storefront or scripts, create a named API key per system on API keys — “Storefront”, “Nightly sync” — so each can be revoked on its own. The full key is shown once; pass it on securely. Point their developers at building a storefront on the API.
Before you hand over
Spot-check a few products, the readiness scores, and the Audit log, so the client starts from a catalog you’ve seen working.