Adding our integration to your Revo account is a relatively straightforward procedure. You'll need to be logged in to Revo with administrator rights, and have received certain account info from us (explained below).
Here are the steps you'll need to follow:
- Go to the 'Integrations' section, normally found completely at the bottom of the left-hand side navigation bar
- Click on the 'Add' button in the top-right corner
- Type 'Deliverect' in the search field of the popup
- Click on the 'Add' button next to our name
Setting up the integration
The next step is to fill in some blanks in order to make the integration work.
- Click on the edit (pen-like) button of our integration.
2. Fill in the displayed fields accordingly:
-
- Active = Yes (ticked)
- Name = unchanged
- Test = No
- Account = We'll provide you with a code to fill out here. Paste the code, save all changes and reopen this screen as in step 1
- Location = The location the account relates to. Doubts? Ask our team 😉
- Categories = The categories you want to share with our system. All products you want available for delivery should be contained in the categories you select here and be marked as active.
- Price rate = The price rate you want to share with our system; more often than not you'll want to set a delivery rate here (to be configured in Revo: Table Designer > Price Rates).
Save the changes.
The final step is to upload the catalog.
- Click on the three dots in the row of our integration.
- Click the 'Upload catalog' button that pops up.
In a few seconds, you should see, in the top-right corner, a very subtle message displaying the result of the operation. If all was set up properly, your catalog, containing all the products you have available for delivery, has been now uploaded to our system.
Repeat this 'catalog upload' anytime you make relevant changes to your delivery products.