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- Install from Shopify Admin once approved.
- Confirm a monthly or yearly plan.
- Run the first sync from the Dashboard or Sync page.
- Understand native notes versus internal notes.
- Search and filter in Notes Hub.
- Create internal notes.
- Review diffs before writing back to Shopify.
- Resolve conflicts by keeping Shopify, keeping local, merging manually, or saving as internal.
- Use templates for repeated instructions.
- Export CSV from the Exports page.
- Request privacy deletion through support.