What you need before onboarding

Everything on this list is a one-time setup. With these in hand, a workspace goes from invite link to shipping in under an hour.

1. An invite link

Signups are invite-only. You'll get a link from us; it's valid for 14 days.

2. A founder email + password

The person who owns the workspace signs up with an email and password and verifies the email (click the link we send). Until that's done, the system won't let the workspace connect stores or sync any customer data.

3. Shopify access (10 minutes, done once)

You (or whoever manages your Shopify) create a small private app for your own store on Shopify's Dev Dashboard. You paste the app's Client ID and secret into your own settings screen; we never ask for your Shopify login. The step-by-step guide is built into the app.

• What we read: orders, customers on those orders, line items.
• What we write: order notes, and a "cancel" tag when support cancels.
• You can cut off access from Shopify at any time (uninstall the app or rotate its secret).
• Connected before 2026 with an admin custom-app token? That still works — nothing to redo.

4. A Shiprocket API user (10 minutes, done once)

In your Shiprocket panel you create a separate API user, not your main Shiprocket login, and enter those credentials in settings. Keep your main login to yourself; the system never asks for it.

Also make sure your Shiprocket account has at least one pickup location set up (it almost certainly does if you're shipping today).

5. Your default package size

Length × breadth × height (cm) and dead weight (kg) of your most common parcel. The system uses it to check courier serviceability and as the fallback when an order arrives without dimensions. Shipping stays locked until this is filled in, because couriers can't be quoted without a parcel size.

6. Your team list

Names and roles for everyone who touches orders:

Each person gets a name + 6-digit PIN. No emails needed for operators.

7. Optional but recommended

• A USB barcode scanner (any ~₹1,500 gun): makes packing verification and dispatch scanning much faster than typing.
• Your stock list as a CSV: product, colour, SKU, current count. Import it on day one and inventory tracking starts immediately. You can also start without inventory and switch it on later.
• Decide two policies (changeable anytime in settings):
• Confirmation: every order confirmed before shipping / COD only / off.
• Packing photos: required before an order can be marked packed, or not.