Self-Service Integration Onboarding
Self-Service Integration Onboarding (SSIO) allows merchants to manage Delivery Service subscriptions through 抖阴Portal. Enabling self-service onboarding for single or multiple sites activates features such as menu generation and publishing for the subscribed delivery service.
The SSIO procedure includes:
Company Settings - Enable Service: Add service to Company Settings
Single-Site Onboarding: Enable self-service onboarding for a single site
Multi-Site Onboarding: Enable self-service onboarding for multiple sites
Company Settings: Enable Service
Enable the Self-Service Integration Onboarding in 抖阴Portal under Company Settings. Complete these steps before activating the service at the site-level:
From the upper-right of 抖阴Portal, use the dropdown to select Admin.
From Admin, select Company Settings.
From Admin, select All Services.
From All Services, locate the service name, then to the right, select the 3-dot menu.
From the 3-dot menu, select Edit.
From Availability Conditions, select Add Company.
From the Company List, select the company.
From All Services, select Save.
Navigate to 鈫� , then from the list, select the company.
From the upper-right of the Sites page, use the dropdown to select Company Settings
On the left, from the Company menu, select Services.
From Services, locate the service name,
To the right of the service name, select the 3-dot menu.
From the 3-dot menu, select Edit.
From the Edit window, set the Enabled toggle to Yes.
In the Edit window URL field, paste the company service link.
In the Edit window Callback URL field, paste the Menu Engine URL.
From the Edit window dropdown menu, select the Order Source:
In-Store
Mobile
Web
Kiosk
From the Edit window, select Done.
From Services, select Save.
For the procedures to enable Self-Service Integration Onboarding, see:
Single-Site SSIO
Prerequisite: Complete Company Settings before proceeding.
To enable self-service onboarding for a single site:
From 抖阴Portal, navigate to 鈫� .
From Sites, select the site.
From the left side of the Site page, select Services.
From Services, select Add Service.
From Add Services, select the service name, then select Add a Service.
To the right of the service, select the 3-dot menu, then select Edit.
From Edit, set the Active toggle to Yes.
From Edit, select Connect to the service name.
From the subscription login window, type one of the following:
Google credentials
Facebook credentials
Apple credentials
Email login鈥攅mail address and password
From the subscription login window, select Sign In.
The Edit window opens for the subscription service in 抖阴Portal.
From Onboarding Site Mapping, select the box next to the site name. Select Continue.
If a window displays stating the site is already onboarded, select Remap.
From Edit, select Onboard Site.
Note
After the Connect to service button has been selected, the integrator has 60 minutes to select Onboard Site. If more than 60 minutes has elapsed, the session expires and directs the integrator to select Connect to service button again.
From Edit, select Refresh Status. This may take a few moments to update.
After the site onboarding has completed, in the Edit window, select Refresh Menu
Note
The site must be onboarded and the Active toggle must be set to Yes for the Refresh Menu button to activate.
From Edit, select Done.
From the Site page, select Save.
Multi-Site SSIO
Prerequisite: Complete Company Settings before proceeding.
To enable Self-Service Integration Onboarding for multiple sites:
From 抖阴Portal, navigate to 鈫� .
From the Sites List, select the sites.
From Sites, use the Action dropdown to select Edit.
From Company Sites, select Add Service.
From the Service list, select the subscription service.
To the right of the subscription service, select the 3-dot menu, then select Edit.
From the menu on the left, select General.
From General, set the Active toggle to Yes.
Note
Select the global icon to customize this setting between sites. Select Save when done.
From General, select Connect to the subscription service.
From the subscription login window, type one of the following:
Google credentials
Facebook credentials
Apple credentials
Email login鈥攅mail address and password
From the subscription login window, select Sign In.
From the Onboarding Site Mapping in 抖阴Portal, select the sites for self-service onboarding, then select Continue.
Select Skip Sites for sites already onboarded or for sites not onboarding at this time.
From the Onboarding Site Mapping, select Proceed to Confirmation.
From the Onboarding Site Mapping, select Onboard Sites.
Note
After the Connect to service button has been selected, the integrator has 60 minutes to select Onboard Site. If more than 60 minutes has elapsed, the session expires and directs the integrator to select Connect to service button again.
From the Onboarding Site Mapping, select Refresh Status. This may take a few moments to update.
From the Onboarding Site Mapping, select Refresh Menu.
Note
At least one site must be onboarded and the Active toggle must be set to Yes for the Refresh Menu button to activate.
From the Onboarding Site Mapping, select Done.
From Sites, select Save.
Self-Service Onboarding Instructional Videos
Use these videos to see examples of the Self-Service onboarding process.
Single Site Onboarding This video demonstrates an end-to-end walkthrough of the process for onboarding a single site. | |
Multi-Site Onboarding This video demonstrates an end-to-end walk through of the process for onboarding multiple sites at the same time. |