Doordash Self-Serve Onboarding

The Doordash self-serve onboarding feature can seamlessly connect your Doordash Merchant account with Otter. This guide will assist you in integrating your accounts and enhancing your online ordering process.

Please Note: This process is exclusive to the US, Canada, and Australia.

Requirements:

Otter Business Manager Login Information
DoorDash Merchant Portal Login Information
Eligibility Criteria for Doordash

Benefits of Integrating Your Doordash Account with Otter

📃 Streamlined Ordering Process: By integrating your Doordash Merchant account with Otter, you can streamline the online ordering process for your restaurant.
📈 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 result in an enhanced 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: By connecting your accounts, you will have access to detailed reporting on order volume, revenue, and customer feedback, allowing you to make informed business decisions.

Reminders:

When your Doordash account becomes “active” with Otter, you will lose the following access:
- DoorDash Tablet - you must accept orders from Otter’s Order manager.
- DoorDash Menu Management - please use the Otter Dashboard for all menu management.
When you go live on the DoorDash integration, DoorDash Orders will only flow into Otter’s Order Manager. This means you will no longer have the ability to accept orders via the DoorDash tablet.
Once live, you will only be able to accept orders from Otter’s Order Manager.

Steps to Connect Your Doordash Merchant Account with Otter

How to connect your Doordash account during Otter onboarding stage
Click here to expand walkthrough

Step	Instructions	Images
1.	Log into your Otter Business Manager.
2.	Select the Setup button from the top right bar. Alternatively, you can launch the Order application from the Apps menu from the top left bar
3.	From the Setup List, select DoorDash.
4.	Click Connect on the DoorDash tile.
5.	If the option appears to select either an Existing or New account: In the Connect DoorDash window, select "Connect New Account" Then click Authorize
6.	A new pop-up OAuth window will appear. Ensure you do not have your pop-up blocker enabled. Enter your Business Admin or Business Group Admin merchant portal email credential Click Continue to Log In
7.	Enter your Business Admin or Business Group Admin merchant portal password Click Log In
8.	A pop up message will appear to enter the 2FA code and click Submit. The 2FA code is sent to your registered email address connected to your Doordash Merchant account.
9.	Select Continue to authorize Otter access to your store(s).
10.	Select Create a New Brand to create a net new brand for your organization.
11.	Use the check boxes to indicate which store(s) you are attempting to onboard to DoorDash. Only check the stores intended for migration. Click Add locations.
12.	Once the process is complete, you can click Done.
IMPORT MENU
14.	If you want to import your Doordash menu with Otter. Simply click on "Create Menu". Alternatively, launch the Menu application from the Apps menu from the top left bar.
15.	For the Express setup, select Continue. Alternatively, continue the Menu application by selecting Menus app
16.	Select the store from the drop-down menu Click Continue.
17.	Then select DoorDash and click Continue.
DOORDASH QUALITY ASSURANCE CHECKS 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.
18.	Once DoorDash has completed the store QA, you can activate the integration directly in Business Manager Click on the Profile Icon in the top right corner and select Settings
19.	Select Locations from the left side menu. You will now see the store you just connected to DoorDash in a “Not Activated” state
20.	Click on the three dots, next to the store status and select Activate. Note: If the "Activate" button is not an available option, please reach out to Otter Support to fully activate your Doordash integration.	Example image that has store status Example image of no store status
21.	To complete the integration, click Activate.
22.	If the activation is successful, the store will be marked as Activated You may need to Refresh the window to see the store status update

How to Connect your Doordash account Post-Onboarding
Click here to expand walkthrough

Step	Instructions	Images
1.	Log into your Otter Business Manager.
2.	On your Otter Dashboard, click on the Profile icon located at the top right of your screen.
3.	From the dropdown list, click on "Settings".
4.	On the Settings page, go to Integrations > Explore. Search for Doordash and select "Connect"
5.	If the option appears to select either an Existing or New account: In the Connect DoorDash window, select "Connect New Account" Then click Authorize
6.	A new pop-up OAuth window will appear. Ensure you do not have your pop-up blocker enabled. Enter your Business Admin or Business Group Admin merchant portal email credential Click Continue to Log In
7.	Enter your Business Admin or Business Group Admin merchant portal password Click Log In
8.	A pop up message will appear to enter the 2FA code and click Submit. The 2FA code is sent to your registered email address connected to your Doordash Merchant account.
9.	Select Continue to authorize Otter access to your store(s).
10.	Select Create a New Brand to create a net new brand for your organization. Select "Merge with Existing Brand" if you plan to merge your current brand with Otter.
11.	Use the check boxes to indicate which store(s) you are attempting to onboard to DoorDash. Only check the stores intended for migration. Click Add locations.
12.	Once the process is complete, you can click Done. DoorDash is now in progress for the store QA.
DOORDASH QUALITY ASSURANCE CHECKS 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.	Once DoorDash has completed their QA process, you can activate the integration directly in Business Manager Click on the Profile Icon in the top right corner and select Settings
14.	Select Locations from the left side menu. You will now see the store you just connected to DoorDash in a “Not Activated” state
15.	Click on the three dots, next to the store status and select Activate. Note: If the "Activate" button is not in the option, please reach out to Otter Support to fully activate your Doordash integration.	Example image that has store status Example image of no store status
16.	To complete the integration, click Activate.
17.	If the activation is successful, the store will be marked as Activated You may need to Refresh the window to see the store status update

If you need additional help or information, you can contact support via the following:

Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
SMS/Text or Telephone - Send us a text or give us a call anytime at 1-888-681-8837 for prompt service from our support experts.

Related to

DoorDash

Doordash Self-Serve Onboarding

Requirements:

Benefits of Integrating Your Doordash Account with Otter

Reminders:

Steps to Connect Your Doordash Merchant Account with Otter

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