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Microworks’ DoorDash Self Service Integration Onboarding (SSIO) Workflow

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Written by Microworks Development

Updated at March 28th, 2024

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Microworks’ DoorDash Self Service Integration Onboarding (SSIO) Workflow

K2329282

Microworks’ DoorDash Self Service Integration Onboarding (SSIO) Workflow

There are two parts to this process. The first for merchants who already have a DoorDash account with stores configured (pre-existing merchants). The second is for new merchants or those who have no stores configured (net new merchant).

**Microworks will chaperone the DoorDash SSIO process regardless of whether the merchant has a pre-existing DoorDash Merchant account or net new.**


1. New DoorDash Fly-Out in Prism Manager

  • Contains the existing "Force DoorDash Menu Update" option
  • Contains a new option: either "Add DoorDash Integration" or "Check DoorDash Onboarding Status"
  • Dependent upon where in the process the merchant is
  • These use the existing DoorDash password gates for POS users.

 



2. Select "Add DoorDash Integration"

  • This opens a web browser that takes the merchant to a page on Prism Cloud Services in order to decide on how to proceed


 


Pre-Existing Merchant Workflow

1. Select "Link Existing DoorDash Account"

  • Sends the merchant to a deep-linked sign-in form for their DoorDash account
  • Merchant needs to sign-in and accept terms and conditions

 


2. Sent to Store Selection screen

  • If the merchant has no stores, then they will be redirected into the Net New Merchant Workflow.
  • All stores are displayed with their status.
  • Merchant needs to select the store they wish to integrate here. 
  • After the store is selected we receive an onboarding ID from DoorDash.
  • The onboarding ID is sent to the store to be stored locally


 

3. Sent to Store Selection screen

  • The merchant is now redirected to the Onboarding Status screen.
  • An automatic menu pull is triggered from DoorDash at this point.





4. Menu Review

  • The menu is then reviewed automatically by DoorDash and can be manually reviewed by the merchant.
  • Once the menu passes automatic review the onboarding status will be set to MENU QUALIFIED.


5. Onboarding Acceptance

  • Having the onboarding ID changes the in store menu option from "Add DoorDash Integration" to "Check DoorDash Onboarding Status"
  • Clicking this option opens a browser and directs the merchant to a Prism Cloud Services page that shows the current status for the merchant’s location.
  • When the status is MENU QUALIFIED an "Activate Integration" button will display on this page.



Merchant is directed to a page to display the status of the activation call - either success or failure


  • If there is a failure, Microworks will make initial attempts to resolve the issue before working with necessary assets with DoorDash.

 


Net New Merchant Workflow


*NOTE* This should only be used for a single store setup. If working with a multi store setup or a franchisee that plans on onboarding multiple stores, we should direct the merchant to contact the Doordash onboarding team directly to ensure all of the desired stores are linked together during the signup process.


1. Select "Create New DoorDash Account"



2. Sent to New DoorDash Customer Sign-up form

  • This retrieves store information (including Microworks integration ID) from the Microworks data and pre-populates the form.
  • These fields create a request which is sent to DoorDash who returns a deep-linked URL for our integration.



3. Redirect to DoorDash Sign-Up URL for a new merchant

  • DoorDash handles the rest of the process in this scenario.
  • The merchant will receive status updates via the supplied email address.
  • Microworks will follow progress and work with merchant and DoorDash as necessary


 

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