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Find guides, answers, and tips to get the most out of Ordify.

Getting Started

Account setup & first steps

Leads & Orders

Managing your leads

Integrations

Connect platforms & carriers

Delivery

Shipping & tracking

Team & Roles

Permissions & collaboration

Billing

Plans, payments & invoices

Getting Started

How do I create an account?
Go to ordify.shop/get-started and enter your email. You'll receive a verification code, then set your name and password. No credit card required — you start on the free plan automatically.
How do I create my first store?
After login, go to Stores in the sidebar and click Create Store. Enter your store name, select your country and currency, then click Save. Your store is ready to receive orders.
What do the dashboard stats mean?
The dashboard shows your key metrics: total leads, confirmation rate, revenue, delivery status breakdown, and team performance. All stats are real-time and filtered by the selected store and date range.

Leads & Orders

How do I add a lead manually?
Go to Leads, click Add Lead, fill in customer name, phone, city, product, and price, then click Save. The lead will appear in the queue for confirmation.
How does the Confirmation Center work?
The Confirmation Center shows new/pending leads in a queue. Agents pick up leads, call the customer, select a delivery carrier and city, adjust products if needed, then click Confirm. The lead status updates and can auto-send to the delivery carrier.
How do I change the delivery city for a lead?
Open the lead in the Confirmation Center or Leads page, select the delivery company from the dropdown, then choose the correct city. The city name will auto-fill when you select from the carrier's city list. Click Save or Confirm.
How does duplicate detection work?
Ordify checks for duplicate phone numbers within a 12-hour window. If a lead with the same phone exists, you'll be notified. This prevents processing the same order twice from different sources.

Integrations

How do I connect Google Sheets?
Go to Integrations, find Google Sheets, click Configure, and copy the webhook URL. In your Google Sheet, go to Extensions > Apps Script, paste the webhook script provided, and set the trigger. New rows will auto-import as leads.
How do I connect Shopify/YouCan/WooCommerce?
Go to Integrations, toggle on your platform, copy the webhook URL, then paste it in your platform's webhook settings. Orders will flow in automatically when customers place them.
How do I sync/update carrier cities?
Go to Integrations, open the carrier's modal (Ozon, DIGYLOG, Ameex, or Cathedis), and click the green Sync Cities button. This fetches the latest cities from the carrier's API and updates your database.

Delivery

How do I set up Ozon Express?
Go to Integrations, click Configure on Ozon Express, enter your Customer ID and API Key (from your Ozon account), click Test Connection, then Save. Enable auto-send to automatically dispatch confirmed orders.
How do I track a delivery?
Go to the Delivery page from the sidebar. You'll see all orders sent to carriers with their current tracking status. Statuses sync automatically via webhooks and periodic cron jobs.
What is auto-send?
Auto-send automatically dispatches orders to your delivery carrier when a lead reaches a specific status (e.g., "Confirmed"). Enable it in the carrier's settings under Integrations and choose which status triggers the send.

Team & Roles

How do I add team members?
Go to Team, click Add Member, enter their email and select a role (Manager, Agent, or Viewer). They'll get access to your store based on their role's permissions. Team members share your subscription — no extra charge per seat.
Can I create custom roles?
Yes! Go to Roles and click Create Role. You can select from 17 granular permissions (dashboard, confirmation, leads, delivery, team, settings, etc.) to create exactly the access level you need.

Billing

What's included in the free plan?
The free plan includes 1 store, 100 leads per month, 1 team member, and Google Sheets integration. It's free forever — no credit card required and no time limit.
How do I upgrade my plan?
Go to Billing in the sidebar and click Upgrade. Choose your plan, select monthly or yearly billing (save ~17%), and complete payment via Stripe, PayPal, or Airwallex.
Can I cancel my subscription?
Yes, cancel anytime from Billing settings. Your account stays active until the end of your billing period. You can downgrade to the free plan and keep your data.

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