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.
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.
- Otter Dashboard Login Information
- DoorDash Merchant Portal Login Information
- Meet the eligibility criteria for DoorDash
Important Notes
DoorDash 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.
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. 2 Select the [Setup] button from the top right bar. 3 From the Setup dropdown options, select [DoorDash]. 4 Click [Connect] on the DoorDash tile. 5 If the option appears to select either an Existing or New Account, select the [Connect New Account] tab and click [Authorize]. 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].
7 Enter your Business Admin or Business Group Admin merchant portal password into the [Password] field and then select [Log In]. 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].
9 Select [Continue] to authorize Otter's access to your store(s). 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.
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].
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.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.
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.
15 Select the [Location] menu you would like to import into Otter and then click [Continue]. 16 Under [Service], ensure DoorDash is selected and then click [Continue]. 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].
18 Click on [Integrations] from the left side navigation menu and select [Connected] from the drop-down options. 19 Select [View locations] within the blue “DoorDash locations are ready for activation” banner. 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.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.
Before 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].
22 If the activation is successful, you will see a “Stores activated successfully” notification pop-up in the bottom-right corner of the screen.
Step Process Image 1 Log into your Otter Dashboard. 2 Click on the Profile icon located at the top right of your screen, and select [Settings] from the drop-down options. 3 In the left-side navigation menu, click on [Integrations] and select [Explore] from the drop-down options.
Search for DoorDash and select [Connect].
4 If the option appears to select either an Existing or New Account, select the [Connect New Account] tab and click [Authorize]. 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].
6 Enter your Business Admin or Business Group Admin merchant portal password into the [Password] field and then select [Log In]. 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].
8 Select [Continue] to authorize Otter's access to your store(s). 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.
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].
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.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].
13 Click on [Integrations] from the left side navigation menu and select [Connected] from the drop-down options. 14 Select [View locations] within the blue “DoorDash locations are ready for activation” banner. 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.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.
Before 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].
17 If the activation is successful, you will see a “Stores activated successfully” notification pop-up in the bottom-right corner of the screen.
FAQs
- If you would like to disconnect your integration with DoorDash, reach out to the Otter Support team for help.
- You can find troubleshooting details and learn how to resolve common issues/errors in Repairing Disconnected Integrations.
If you continue to experience issues, reach out to the Otter Support team for help.
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