Getting Started

The following is a step by step guide to complete the implementation

Step 1: Onboarding

• Complete Customer Setup Form [Merchant]

• Sign the MNDA via DocuSign (sent on completion of the above) [Merchant]

• Arrange a kick-off meeting to complete the reference sheet [Merchant]

Step 2: Access

• Yotpo Loyalty Access [Merchant]

• Shopify Store access [Merchant]

• Create your Google Cloud account [Merchant]

• Create your Firebase project(s) [Merchant]

Step 3: Data Exports

• Setup the required Data Export Approaches

• Option A: Get assistance from our Apparel21 consultant (more info) [DotApparel]

• Option B: Self set-up using your own Apparel21 expert (more info) [Merchant]

Step 4: Configuration

• Provide the SFTP server information to the merchant or consultant [DotApparel]

• Provide example test CSV files for orders [DotApparel]

• Set the frequency of the orders file [Merchant]

• Configure the mappings in the solution [DotApparel]

Detailed instructions can be found on the Configuration page.

Step 5: Test & Launch

• Upload the test files into a /test folder to the SFTP [DotApparel]

• Give approval for files to be upload into /pending folders [DotApparel]

• Once confirmed, approve to go live and scheduled a date and time [Merchant]

• Go live and enable the automated syncs [DotApparel]

• Check tasks are "complete" & cross-check any Yotpo Loyalty fields [DotApparel]