Roadie

Activate Roadie as your last mile delivery provider

Clemency Farmer avatar
Written by Clemency Farmer
Updated over a week ago

Roadie provides a last-mile delivery service for your local delivery orders.

To automatically send your orders to Roadie, we recommend connecting your Roadie account to Zapiet - Pickup + Delivery.


Requirements

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

  • Your store must be located in the US.

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

    • Contact your Roadie account manager and ask them for an API key to use with Zapiet - Pickup + Delivery.

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

    • Enable this in Zapiet - Pickup + Delivery > Settings > Local Delivery.

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


Activate Roadie

  1. In Zapiet - Pickup + Delivery, click Settings, then Last mile delivery.

  2. Click Activate Roadie.

  3. Enter your Roadie API key and click Activate Roadie.

Roadie has now been activated—to finish setting up, you need to configure your settings.


Configure settings

  1. Set the requirements according to your business needs.

    • Notifications enabled

      • Indicates whether or not the recipient should receive SMS updates for their delivery

    • Over 21 required

      • Indicates if the driver must be over 21 to be eligible to deliver the item (typically for alcohol deliveries).

    • Send tips to Roadie

      • Enable to automatically send an orders tip through to Roadie

    • Signature required

      • Indicates whether or not driver must receive a signature from the recipient.

  2. Add a support email address.
    This will be used to notify you if there is an error when scheduling an order.

  3. Select the locations Roadie should handle deliveries for.
    Not all locations need to be selected if you're using more than one delivery service.

  4. For all ticked locations, you need to add a contact name and a valid contact phone number.

  5. You can choose to add tracking details to each order.
    With this setting enabled, your orders will automatically be fulfilled in Shopify.

  6. You do not need to configure the packaging settings—this is an upcoming feature.

  7. Click Save.

Orders should now be sent to Roadie when they are created. If you are creating test orders, make sure your pickup and delivery addresses are different.


Configure rates

You can use Roadie rates or Zapiet - Pickup + Delivery rates for your local deliveries.


Use Roadie rates

Requirements

For any questions about the rate value, please contact Roadie support - we only show the rates they generate.

  1. In the Delivery rates section, tick Enable Roadie rates.

  2. You can customize the rate name, and add a description if needed.

  3. If you would like to offer free delivery over a certain value:

    • Tick the free delivery option

    • Add the minimum order value over which delivery should be free

  4. If needed, add a handling fee and click Save.
    You can read more about handling fees in our calculating handling fees article.

  5. Go to the Rates tab.

    • If you're using Zapiet - Pickup + Delivery rates, in the Delivery prices section, click the trash bin icon to remove all delivery rates. Then, click Save changes.

    • If you're using rates with Carrier Service API, in the Delivery section, click Disable delivery rates. Then, click Confirm, disable rates and Save.

Your local delivery rates will only be generated by Roadie now.

If you are creating test orders, make sure your pickup and delivery addresses are different.


Use Zapiet - Pickup + Delivery rates

Requirements

  • If you're not using Roadie for rates, the phone number field in the checkout should be a required section. You can set this in Shopify admin > Checkout > Customer information.

  1. In Zapiet - Pickup + Delivery, click Rates.


Disable Roadie

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

  1. Within Zapiet - Pickup + Delivery, open Settings and click Last mile delivery.

  2. Find Roadie and click Configure settings.

  3. Click Disable Roadie.

Your Roadie integration should now be disabled. If you were using Roadie rates, add new checkout rates in the Rates tab for Local Delivery.

If you're using Zapiet - Pickup + Delivery rates, take a look at our Zapiet - Pickup + Delivery rates article to configure delivery rates.

If you're using rates with Carrier Service API, take a look at our Adding rates for delivery (with Carrier Service API) article.


Notes

  • For any questions about the rate value, please contact Roadie support—we only show the rates they generate.

  • Cancelled orders in Shopify will also be cancelled in Roadie.

  • The following variable can be used when interacting with orders and email templates: {{ total_tip }}.

Limitations

  • Customers cannot use third-party sales channels such as Facebook, Instagram or Pinterest.

  • Updated orders will not be automatically sent to Roadie, you will need to manually edit the order in Roadie.


Troubleshooting

  • Ensure you are using the correct API key—if you receive your API key through email, make sure it is not the encrypted password.

  • Add a Contact name and Contact phone number to all locations Roadie handles deliveries for.

  • Add a support email address to get notifications about failed orders.

  • If you are testing rates, make sure to use different pickup and delivery addresses.


Sandbox

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

  • A Sandbox endpoint needs to be activated from our end.

Contact [email protected] to activate the Roadie Sandbox integration on your store.

Did this answer your question?