Partner Program
How do partners onboard clients?
Summary
ShopIQ partners can onboard clients through their partner dashboard. They can create or manage client setup, build websites, configure catalogs, connect required apps, support launch, and help merchants start selling online. The exact onboarding process depends on partner scope and client requirements.
Who this is for: Partners who want to understand client onboarding and merchants who want to know how a partner-led setup works.
How do partners onboard clients?
Partners onboard clients using their ShopIQ partner workflow. An Implementation Partner can use the partner dashboard to onboard a client and help them set up their ecommerce store. The partner may collect business information, product details, brand assets, domain information, payment gateway details, logistics preferences, and launch requirements.
What information does a partner need from the client?
- Business name and brand name
- Product categories, images, prices, and descriptions
- Logo and brand colors
- Existing domain details
- Payment gateway and logistics preference
- Shipping, return, and refund policy
- Contact information and social media links
- Tax details where required
- Catalog spreadsheet if available
- Launch timeline
What steps are involved in partner-led onboarding?
- Understanding client goals
- Creating or connecting the client account
- Setting up the website structure
- Generating or editing website design
- Adding product catalog
- Creating collections
- Updating banners and content
- Configuring checkout
- Connecting payment gateway
- Connecting logistics provider
- Connecting WhatsApp or analytics apps if required
- Setting policy pages
- Mapping domain
- Testing checkout and orders
- Training the merchant
- Launching the website
Can partners connect client payment gateways and logistics?
Partners can help configure payment gateway and logistics integrations, but the merchant remains responsible for owning and managing those provider accounts. Payment gateways may require KYC, bank verification, PAN, GST, or business documents depending on the provider. The merchant is also responsible for logistics provider accounts, shipping charges, pickup, delivery, COD settlement, returns, and serviceability.
Can partners connect domains?
Yes. Partners can help clients connect domains using DNS records such as A Record and CNAME Record. The merchant owns and purchases the domain separately from a domain provider.
Partner onboarding works best when the client provides accurate product, brand, payment, logistics, and policy information. The partner can support implementation, but the merchant remains responsible for business accuracy and operations.