4 Steps of Onboarding to Ingrid Checkout

The onboarding journey is fun and easy! There are 4 main checkpoints to pass to get Ingrid Delivery Checkout up and running: Scoping, Configuration & Customisation, Integration and Testing.

Delivery Checkout integration flow


1) Scoping

  • During the scoping Ingrid collects and analyse all the requirements, expectations from a merchant which will be used in setting up the delivery experience.
  • At this phase a Merchant has enough information to detail how the delivery experience in the checkout should be like. It includes the initial checkout flow, delivery offerings and carrier services to be used. Learn more
MilestonesEstablish a common set of goals

2) Configuration & Customisation

  • In this step the Delivery Checkout is being setup. Ingrid supports a Merchant with an initial Delivery Checkout configurations, trainings and demos to Ingrid Merchant Platform.
  • At the end of the phase a Merchant has enough knowledge to continue the setup and self-sufficiently be able to admin the configurations later on. Learn more


  • Reflect Goals in the Ingrid checkout configuration
  • Assure the checkout widget is looking and working according to business requirements
  • Assure the Merchant has enough knowledge to admin configurations self-sufficiently

3) Integration

  • Integration is a crucial point to ensure Ingrid is working correctly in a Merchant's ecosystem, depending on the products they will be using.
  • At this point Ingrid and Merchant's E-com, ERP, WMS and TMS plan and agree upon the data flow between the systems. Learn more


  • Clarify Data flow between merchant's ecosystems and Ingrid
  • Embed Ingrid Checkout Widget and find it working on merchant's test site

4) Testing & Go Live

  • Before any GO LIVE it's a Merchant who is responsible for the end-to-end testing (from the Checkout to a printed label).
  • The end-to-end tests are not only for checking that the configured features are working as intended, but to also to review the checkout and order processing flow
  • The final outcome of every end-to-end test should be a label creation and print. If the data propagation between the services is confirmed intact, the test is considered successful.
  • Ingrid supports a Merchant on this last mile and assists in the situations when something goes not according to the plan.
  • At this phase the setup of Delivery Checkout is finalised on the staging environment, and Ingrid helps to migrate the staging configuration to the production site. Learn more


  • Conduct successful end-to-end tests on merchant's test site
  • Launch Ingrid Checkout Widget on the merchant's live site


The onboarding process to the Delivery Checkout takes on average 8-10 weeks. But with the right eagerness and enthusiasm you can launch it much faster 😉


Got any question? Our dedicated Customer Success team will be glad to support you.
Our Customer Success Agent will reach out to you on the initial step of the Onboarding journey. Make sure to keep a contact with your Customer Success Agent and address all the questions on time. This person will assist you during the onboarding and be your guide from the Scoping to the final launch of Ingrid Checkout.