Getting started with Copia
Install the app, connect your store, and set up your first CSA season.
Before you begin
You’ll need an active Shopify store. If you don’t have one yet, you can start a free trial at shopify.com.
Step 1: Install Copia
Once your store is ready, install the Copia app from the Shopify App Store. After installing, you’ll be redirected to the Copia onboarding wizard inside your Shopify admin.
Step 2: Configure your CSA settings
The setup wizard walks you through:
- Share types — define your share sizes (e.g. Small, Medium, Large) and their prices
- Pickup locations — add your pickup sites with addresses and pickup day/time
- Billing schedule — choose when members are billed (weekly, bi-weekly, monthly)
- Season dates — set your start and end dates for the current season
Step 3: Import your existing members
If you’re migrating from another platform, you can import members via CSV. Go to Copia → Members → Import and upload a file with your member names, emails, share type, and pickup location. Copia will create a Shopify customer record for each one.
Step 4: Run a test billing cycle
Before going live, run a test charge using Shopify’s test payment gateway to make sure everything is wired up correctly. You can do this from Copia → Billing → Run batch and selecting “Test mode.”
You’re live
Once you’ve confirmed billing works, switch to live mode and you’re ready to start your season. Your members can now log in to their Shopify accounts to manage their shares.
Need help getting set up? Book a 20-minute onboarding call and we’ll walk through it together.