Integrating Shipday into your ordering platform allows you to automatically sync orders, assign drivers, and track deliveries in real-time. Based on the provided interface flows, here is a comprehensive guide on how to set up and configure the Shipday Delivery Integration.
Phase 1: Installing the Plugin
Before connecting your accounts, you must install the integration plugin within your Ordering dashboard.
1.- Navigate to Plugins: Open your Ordering settings and go to the Developers section.
2.- Add New Plugin: Locate the Plugins area and install the Shipday Delivery Integration.
3.- Access Plugin Settings: Once installed, navigate to Plugin settings in your main side menu and select the Shipday setting. Here, you will see fields for an API Key and a Webhook Token. You will need to retrieve these from Shipday in the next phase.
Click "Setting Up" For further instructions dedicated to your project.
Phase 2: Linking Shipday Credentials
To allow the two platforms to communicate, you need to exchange API keys and set up a webhook.
1.- Open Shipday Integrations: Log into your Shipday dashboard, navigate to Settings, and click on Integrations
2.- Copy the API Key: Under the Direct integrations section, copy your unique API Key.
3.- Paste in Ordering: Return to your Ordering Plugin settings and paste this key into
the API Key field.
4.- Create a Webhook Token: In the Ordering Plugin settings, create a custom Webhook Token (maximum 32 characters) to validate incoming payloads.
5.- Set up the Webhook in Shipday: Go back to the Shipday Integrations page and locate the Webhook Setup section. Add your API link (provided by Ordering) and ensure you use the exact same Webhook Token you just created.
Phase 3: Configuring the Delivery Service
With the systems linked, you now need to define how and when Shipday handles your orders.
Enable the Service: In your Ordering dashboard, navigate to Connect and select Delivery services.
Activate Shipday: Find the Shipday Delivery Integration on the list and toggle it to Enable.
Open Settings: Click on the installed integration to open the Driver Group configuration window.
Configure the service parameters using the available tabs:
Configuration Tab | Action Required |
General | Re-enter your API Key and Webhook Token. Select your automatic assignment triggers (e.g., "Accepted by business") and set auto-reject expiration rules. |
Businesses | Select specific restaurants or stores (e.g., Burger Palace, Subway) that will utilize this delivery service. |
Schedule | Define the operational days and hours for the delivery integration. |
Payment methods | Check the boxes for all supported payment methods (Cash, Stripe, PayPal, Apple Pay, etc.) that apply to Shipday deliveries. |
Delivery zones | Assign the specific geographic zones (e.g., Downtown Delivery Zone) where this service is active. |
Phase 4: Order Management and Live Tracking
Once configured, the integration works automatically in the background.
Order Syncing: When a customer places an order and it hits your chosen trigger (such as "Accepted by business"), it will immediately populate in the Orders tab of your Shipday dashboard.
Assigning Drivers: In Shipday, you can click on any unassigned order to view full details (customer address, item list, fees, and instructions) and assign it to an available driver.
Live Tracking: Once dispatched, you and your customers can utilize Shipday's live tracking page. This provides a detailed map interface showing the exact location of the delivery driver relative to the store and the final destination.
Phase 5: Best Practices, Tips, and Tricks
To get the most out of your Shipday integration and ensure smooth logistics, keep these recommendations in mind:
Best Practices
Test with Dummy Orders: Before going live to your customers, process a few test orders to ensure the webhook triggers correctly and Shipday receives the exact order details.
Webhook Token Consistency: Double-check that your Webhook Token matches exactly (it is case-sensitive) between Ordering and Shipday. A mismatch is the most common reason for dropped order syncs.
Accurate Zone Mapping: Ensure your Delivery Zones in the Ordering dashboard align perfectly with your drivers' actual operating areas in Shipday to avoid unassignable orders.
Tips & Tricks
Automate Assignments: Use the "Assign Automatically" and "Auto-reject after expiration" toggles in the driver group settings to speed up dispatching during peak rush hours.
Monitor the Logs: If an order doesn't seem to appear in Shipday, use the Logs tab in your Ordering dashboard. This will show you the exact API communication between the platforms and help you quickly identify any sync errors.
Streamline Payment Methods: Carefully review your accepted payment methods for this specific integration. For example, if your third-party Shipday drivers do not carry change, you may want to disable "Cash" or "Card on Delivery" for this specific driver group.
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