Onboarding

When you first access the Orderly portal, the onboarding wizard guides you through initial setup. Here’s what each step covers.

Step 1: Organization Profile

Set up your organization’s basic information:

• Name — Your company or team name
• Timezone — Used for scheduling and display
• Industry — Helps us tailor the experience

Step 2: Connect Your First Bridge

The wizard prompts you to connect at least one integration:

• E-commerce — Shopify, WooCommerce, or custom storefronts
• Shipping — FedEx, UPS, USPS, or 3PL platforms
• Marketplace — Amazon, eBay, Walmart
• ERP — NetSuite, QuickBooks, or custom systems

Select a bridge type and follow the authentication flow. Most bridges use OAuth or API key authentication.

Step 3: Initial Sync

After connecting a bridge, Orderly performs an initial data sync:

• Orders from the past 30 days are imported
• Existing shipments and fulfillments are linked
• Inventory levels are snapshot (if supported)

This runs in the background — you’ll see a progress indicator in the portal.

Step 4: Explore Features

The final step highlights key features:

• Operations — Bulk actions on your data
• Dispatchers — Automatic routing rules
• AI Agent — Chat-based operations assistant
• API Keys — Programmatic access

Skipping Onboarding

You can skip any step and return to it later. All onboarding steps are also available from the main navigation.