DoorDash Integration Guide

The DoorDash self-serve onboarding feature can seamlessly connect your DoorDash Merchant account with Otter. This guide will help you integrate your accounts and enhance your online ordering process.

InfoThe DoorDash Self-Serve Onboarding feature is exclusive to the US, Canada, and Australia.

 


 

Benefits of Integrating DoorDash with Otter

  • Streamlined Ordering Process
    Integrating your DoorDash Merchant account with Otter can streamline your restaurant's online ordering process.
  • Increased Efficiency
    The seamless integration between DoorDash and Otter will increase the efficiency of order processing and fulfillment, allowing you to serve more customers in less time.
  • Enhanced Customer Experience
    Integrating your accounts will enhance customer experience, as orders will be processed quickly and accurately.
  • Real-Time Order Management
    With the integration of your DoorDash account with Otter, you can manage orders in real-time, ensuring that your customers receive their food promptly.
  • Detailed Reporting
    Connecting your accounts gives you access to detailed reporting on order volume, revenue, and customer feedback, allowing you to make informed business decisions.

 


 

Onboarding Requirements

Before you begin the DoorDash onboarding process, ensure you have the following information ready and meet the DoorDash eligibility criteria.

 


 

Important Notes

warning-notification.svgDoorDash access limitations after integrating with Otter
When the DoorDash integration becomes "active" with Otter, you will lose access to the following DoorDash features. Moving forward, you can manage these features directly within Otter.

  • DoorDash Tablet - You must accept orders from the Otter app (Order Manager).
  • DoorDash Menu Management - You must use Otter Dashboard for all menu updates/changes.
warning-notification.svgDoorDash orders now flow into the Otter app, not the DoorDash tablet
When the DoorDash integration is live, the DoorDash orders will only flow into Otter's Order Manager (Otter app). This means you will no longer be able to accept orders via the DoorDash tablet.

 


 

Connecting DoorDash Merchant Account with Otter

Follow the steps below to integrate your DoorDash account with Otter.

  • Step Process Image
    1 Log into your Otter Dashboard.
    Otter Dashboard
    2 Select the [Setup] button from the top right bar.
    Otter Dashboard Setup
    3 From the Setup dropdown options, select [DoorDash].
    DoorDash Delivery Partner
    4 Click [Connect] on the DoorDash tile.
    Connect DoorDash
    5 If the option appears to select either an Existing or New Account, select the [Connect New Account] tab and click [Authorize].
    Connect New DoorDash Account
    6

    A new pop-up window will appear. Ensure you do not have your pop-up blocker enabled.

    Enter your Business Admin or Business Group Admin merchant portal email address into the [Email] field and then select [Continue to Log In].

    DoorDash Login
    7 Enter your Business Admin or Business Group Admin merchant portal password into the [Password] field and then select [Log In].
    DoorDash Merchant Login
    8

    DoorDash will send a code to either the email associated with this account or the phone number on file to complete a 2-Step Verification.

    Navigate to your email inbox to copy the DoorDash 2FA code.

    Paste the code into the [Enter 6-digit code] field and select [Submit].

    DoorDash 2FA Verification Email
    DoorDash 2FA
    9 Select [Continue] to authorize Otter's access to your store(s).
    DoorDash Consent
    10

    Select [Merge with Existing Brand] if you plan to merge your current brand with Otter.

    OR

    Select [Create a New Brand] to create a new brand for your organization.

    Confirm Brands for DoorDash
    11

    Use the check boxes to indicate which store(s) you are attempting to onboard to DoorDash.

    Be sure to only check the stores intended for migration to Otter.

    Once done, select [Add locations].

    Add Locations for DoorDash
    12

    Once the process is complete, you can click [Done].

    DoorDash is now in progress for the store Quality Assurance check.

    At this point, DoorDash will perform their quality assurance (QA) checks for the onboarding store(s) and their respective menu(s). During the menu checks, DoorDash ensures the store menu(s) meet their standards by checking operating hours, items, and content. If the menu passes QA, the integration will be ready for activation.
    DoorDash Location Successfully Added
    13

    If you want to import your DoorDash menu with Otter, click on [Create Menu].

    Alternatively, click on [Apps] and select [Menu] from drop-down options.

    Create Menu
    14 Select how you would like to set up the menu in Otter:
    • Express setup: Import an existing menu from one of your connected delivery apps.
    • Advanced setup: Upload a spreadsheet or create a menu from scratch.
    Express Setup
    15 Select the [Location] menu you would like to import into Otter and then click [Continue].
    Menu Location
    16 Under [Service], ensure DoorDash is selected and then click [Continue].
    Onboarding DoorDash Menu Location
    17

    Once DoorDash has completed the store Quality Assurance check, you can activate the integration directly in Otter Dashboard.

    Click on the Profile Icon in the top right corner and select [Settings].

    Settings in the Otter Dashboard
    18 Click on [Integrations] from the left side navigation menu and select [Connected] from the drop-down options.
    alt
    19 Select [View locations] within the blue “DoorDash locations are ready for activation” banner.
    View Locations
    20

    You will now see the store you just connected to DoorDash is in a "Not Activated" status.

    To complete the integration, click [Activate].

    If the [Activate] button is not an available option, please reach out to Otter Support to fully activate your DoorDash integration.
    Activate DoorDash
    21

    When activating DoorDash, any other POS or 3rd party order management services will be disconnected from DoorDash at the selected location. Otter will replace these services and become your new order manager.

    warning-notification.svgBefore you activate DoorDash
    Make sure your Otter device (tablet / POS) is fully set up and ready to manage orders before you proceed. The DoorDash store will go live in Otter after this step is complete.

    Once the Otter device is set up, select [Activate].

    Confirm Otter x DoorDash Activation
    22 If the activation is successful, you will see a “Stores activated successfully” notification pop-up in the bottom-right corner of the screen. 
    Successful DoorDash Activation
  • Step Process Image
    1 Log into your Otter Dashboard.
    Otter Dashboard
    2 Click on the Profile icon located at the top right of your screen, and select [Settings] from the drop-down options.
    alt
    3

    In the left-side navigation menu, click on [Integrations] and select [Explore] from the drop-down options.

    Search for DoorDash and select [Connect].

    alt
    4 If the option appears to select either an Existing or New Account, select the [Connect New Account] tab and click [Authorize].
    Authorize DoorDash Connection
    5

    A new pop-up window will appear. Ensure you do not have your pop-up blocker enabled.

    Enter your Business Admin or Business Group Admin merchant portal email address into the [Email] field and then select [Continue to Log In].

    DoorDash Login
    6 Enter your Business Admin or Business Group Admin merchant portal password into the [Password] field and then select [Log In].
    DoorDash Merchant Login
    7

    DoorDash will send a code to either the email associated with this account or the phone number on file to complete a 2-Step Verification.

    Navigate to your email inbox to copy the DoorDash 2FA code.

    Paste the code into the [Enter 6-digit code] field and select [Submit].

    DoorDash 2FA Verification Email
    DoorDash 2FA
    8 Select [Continue] to authorize Otter's access to your store(s).
    DoorDash Consent
    9

    Select [Merge with Existing Brand] if you plan to merge your current brand with Otter.

    OR

    Select [Create a New Brand] to create a new brand for your organization.

    Confirm Brands for DoorDash Connection
    10

    Use the check boxes to indicate which store(s) you are attempting to onboard to DoorDash.

    Be sure to only check the stores intended for migration to Otter.

    Once done, select [Add locations].

    Add Locations for DoorDash Connection
    11

    Once the process is complete, you can click [Done].

    DoorDash is now in progress for the store Quality Assurance check.

    At this point, DoorDash will perform their quality assurance (QA) checks for the onboarding store(s) and their respective menu(s). During the menu checks, DoorDash ensures the store menu(s) meet their standards by checking operating hours, items, and content. If the menu passes QA, the integration will be ready for activation.
    DoorDash Location Successfully Added
    12

    Once DoorDash has completed the store Quality Assurance check, you can activate the integration directly in Otter Dashboard.

    Click on the Profile Icon in the top right corner and select [Settings].

    alt
    13 Click on [Integrations] from the left side navigation menu and select [Connected] from the drop-down options.
    alt
    14 Select [View locations] within the blue “DoorDash locations are ready for activation” banner.
    View Locations
    15

    You will now see the store you just connected to DoorDash is in a "Not Activated" status.

    To complete the integration, click [Activate].

    If the [Activate] button is not an available option, please reach out to Otter Support to fully activate your DoorDash integration.
    Activate DoorDash
    16

    When activating DoorDash, any other POS or 3rd party order management services will be disconnected from DoorDash at the selected location. Otter will replace these services and become your new order manager.

    warning-notification.svgBefore you activate DoorDash
    Make sure your Otter device (tablet / POS) is fully set up and ready to manage orders before you proceed. The DoorDash store will go live in Otter after this step is complete.

    Once the Otter device is set up, select [Activate]. 

    Confirm Otter x DoorDash Activation
    17 If the activation is successful, you will see a “Stores activated successfully” notification pop-up in the bottom-right corner of the screen. 
    Successful DoorDash Activation

 


 

FAQs

  • If you would like to disconnect your integration with DoorDash, reach out to the Otter Support team for help.

 


 

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