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Onfleet

Activate Onfleet as your delivery management software

Jelizaveta avatar
Written by Jelizaveta
Updated this week

Our Onfleet integration has been built to work seamlessly with our local delivery functionality. It's perfect for both scheduled and on-demand orders.


Requirements

  • You need to be on the Essential plan or higher with Zapiet - Pickup + Delivery

  • You must have an active Onfleet account and API key.

  • You must have our delivery date and time picker enabled.

    • Delivery slots must be at least an hour long (e.g. 9:00AM-10:00AM, 2:00PM-5:00PM)

  • In Shopify Admin > Checkout > Customer information, Shipping address phone number setting needs to be marked as a required field.


How does the integration work?

When the order is created within Zapiet - Pickup + Delivery, we will automatically create two connected tasks within Onfleet.

  1. The first will be a pickup task (optional) that contains your bricks and mortar stores address.

  2. The second will be a delivery task that contains your customer's home address.


Both tasks will contain your Shopify order number, the items ordered, and an order note.


Tracking information will appear on the Shopify order page when the order is created or when it's marked as “Out for delivery”, according to your integration settings.


Activate Onfleet

  1. In Zapiet - Pickup + Delivery, click Settings, then click Fleet management.

  2. Click Activate Onfleet.

  3. Enter your Onfleet API key.

  4. Select the order Assign mode.

      • Once tasks are created, you must assign them to an entity for further management or completion.

      • The option to automatically assign tasks to one of your currently active workers, that is, workers who are idle or in transit in the dashboard.

      • The distance mode finds the active worker whose last-known location is closest to the task's destination.

      • The option to automatically assign tasks to one of your currently active workers, that is, workers who are idle or in transit in the dashboard.

      • The load mode walks the distance from the active worker's last-known location to their active task, if there is one, and through to each of the ordered destinations corresponding to the worker's assigned tasks, with the final computation being from their last-assigned task to the newly-created one. The worker who has to travel the shortest distance is considered to have the lightest load, and as such will be assigned the task being created.

  5. Set the Requirements according to your business needs.

    • Require signature

      • Optional. A signature must be collected to complete this task.

    • Require photograph

      • Optional. A photo must be collected to complete this task.

    • Require notes

      • Optional. Task completion notes must be submitted to complete this task.

    • Require minimum age

      • Optional. The recipient's ID must be scanned, and their age verified to be greater than or equal to minimumAge in order to complete the task.

      • Age Requirement feature is available on an Onfleet Scale plan or higher.

  6. Add an email address to receive error notifications.

  7. Set your fulfilment settings according to your business needs.

    • Create a pickup task

      • Enabling this option will create a pickup task that contains your bricks and mortar stores' location. The pickup task will be attached as a dependency to the orders delivery task.

    • Create task in Onfleet when order is marked as “Ready for delivery”

      • When enabled you must mark the order as “Ready for delivery” within Zapiet - Pickup + Delivery before the order is sent to Onfleet. If disabled, the order will automatically be sent to Onfleet upon order creation.

    • Mark order as fulfilled and add tracking number to Shopify on order creation

      • If disabled, the tracking number will be added to the order (and the order fulfilled) when you mark the task as “Out for delivery” within Onfleet.

  8. Click Save.

Onfleet integration has now been activated on your store.


Disable Onfleet

If you would like to stop using Onfleet, you can disable it.

  1. Within Zapiet - Pickup + Delivery, open Settings and click Fleet management.

  2. Click Disable Onfleet.

Onfleet is now disabled on your store.


Limitations

  • If an order fails to create in Onfleet, you would need to manually create the task for this order in Onfleet.

  • If a customer enters an invalid phone number the order will be rejected from Onfleet.

  • Editing orders is not currently supported.

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