Quickstart
From an empty workspace to a live channel and a first synced order, in the order we would do it ourselves.
On this page
This walkthrough takes about an afternoon with a small catalog, and about a week with a real one. The order matters: catalog before channels, channels before payments, payments before you point live traffic at anything.
An organisation is your company. A project is one commercial operation inside it — usually one brand, one market or one client. Everything else you create belongs to a project, so if you are unsure, start with one and split later.
Bring products in from a CSV export or straight from an existing platform through a connector. Import once, review, then fix the source data rather than the import — you will be doing this again.
Two fields decide how painless the rest of the setup is: a stable SKU on every variant, and a barcode where you have one. Get those right and channel mapping becomes mechanical.
Create a location for each place stock physically sits — warehouse, shop, third-party fulfilment. Load quantities per location. The platform derives what is available to sell per channel from these; you never maintain a second set of numbers.
Pick the channel you understand best, not the one that earns most. Install its connector, authorise it, map your catalog to it and choose which direction each type of data flows. See Connectors for the mapping detail.
Every connector can run without writing. Do that first, read the diff report, and expect the first one to be wrong somewhere — usually a category mapping or a currency.
Bring your own processor and your own negotiated rate. Nothing about the platform depends on which one you choose. See Payments.
Buy something from your own channel with a real card and a real address, then follow it through: order created, stock decremented across every channel, routing decision made, fulfilment recorded, payment settled. If all five happened, the loop is closed.
A sensible first week
| Day | Focus | Done when |
|---|---|---|
| 1 | Catalog import and clean-up | Every variant has a SKU and a price |
| 2 | Locations and opening stock | Counts match your last stocktake |
| 3 | First channel mapping | Dry run produces no unexpected diffs |
| 4 | Payments and tax | A test order settles end to end |
| 5 | Live traffic on one channel | An order placed by someone who is not you |
After the first channel
Add the second channel and you will hit the questions that only appear with more than one: which channel wins an oversell race, where an order gets fulfilled from, and what happens to a price change made in two places at once. Those are covered in Inventory and Order routing.
