Get your first order moving in OTO on the route that fits you: a merchant connecting a store, a business with several locations, or a developer using the API.
Three routes through the same platform, depending on who you are and what “working” means for you. Each one ends with a real order moving.
The shortest path from a connected store to a parcel with a label on it.
#
Step
Where
1
Connect your store. Find it in the catalog and press Explore Channel. Shopify and Salla install OTO’s app from their own marketplace; most others take a store URL and an API key.
Integrations → Sales Channels
2
Create the place you ship from. One warehouse is enough to start. Set the address on the map rather than typing it, so routing gets a coordinate.
Settings → Management → Warehouses
3
Set the two fields that make promises.Serving Radius and Preparation SLA, on that hub. The SLA defaults to 24 hours — change it to what you actually do.
Same screen, step 2 of the wizard
4
Connect a carrier. Open one and connect the specific service you need — a carrier is several services, and rules select services.
Integrations → Shipping Partners
5
Connect a messaging provider. Your SMS account, so tracking messages go out under your registered sender name.
Settings → Customer Notifs → SMS
6
Ship one order. Pick a real order, create the shipment, print the label. Then track it to delivery and read the tracking page your customer sees.
Shipments
Ship one order end to end before configuring anything elseThe temptation is to set up rules, notifications and branding first, then try it. Do the opposite: one order, all the way to delivered, with everything on defaults.It takes twenty minutes and it surfaces the real problems — an address format the carrier rejects, a missing contact name, a product with no weight — while there is still only one order to fix rather than four hundred.
Everything above, plus the four decisions that only matter once there is more than one of something.
Decision
Why now
Hub codes
Agree them with whoever owns your ERP or POS before creating hubs. They are the join between systems, cheap to decide and expensive to change. See ERP systems.
Which hubs ship what, where
Serving radius and preparation SLA per hub, then order routing rules to choose between them.
Which carrier, when
Shipping automation rules, weighing cost, coverage and speed — including your own drivers if you run them.
Who sees what
Role templates before people, not after. Financial visibility is its own permission. See Users, roles & permissions.
If you run shops as well as warehouses, add them as branches and decide per hub whether location-based inventory is on — see Hubs Management. If you trade under more than one name, set up brands first, because messages, tracking pages and labels all hang off them.
Order of operations matters more than it looksBrands, hub codes and SKU conventions are referenced by everything created after them. Set them up first and the rest follows; set them up late and you are editing history.The sequence that works: brands → hubs → products → channels → carriers → rules → people.
Five calls, in order. The full surface is in the endpoint index; this is the spine.
#
Call
What you get
1
POST /rest/v2/refreshToken
An access token, valid one hour. Cache it; do not fetch one per request.
2
GET /rest/v2/healthCheck
Confirmation that the token and the host are both right before you debug anything else.
3
POST /rest/v2/createOrder
The order exists in OTO and is subject to routing. Supply your own order number or let OTO generate one.
4
POST /rest/v2/createShipment
A carrier is booked and an AWB exists.
5
POST /rest/v2/webhook
Registered once, not per order. Everything after this point is pushed to you.
Get your refresh_token from Settings → API Integrations → Connect, and build against https://staging-api.tryoto.com before production. See Authentication.
Add step 5 on day one, not when polling starts hurtingPolling orderStatus works immediately and needs no endpoint of your own, which is exactly why integrations get built that way and stay that way.A webhook is a morning’s work. Retrofitting one into a system that has assumed polling for a year is not.
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The SLA defaults to 24 hours — change it to what you actually do.`]}),_jsx(_components.td,{children:`Same screen, step 2 of the wizard`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`4`}),_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`Connect a carrier.`}),` Open one and connect the specific `,_jsx(_components.em,{children:`service`}),` you need — a carrier is several services, and rules select services.`]}),_jsx(_components.td,{children:_jsx(_components.strong,{children:`Integrations → Shipping Partners`})})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`5`}),_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`Connect a messaging provider.`}),` Your SMS account, so tracking messages go out under your registered sender name.`]}),_jsx(_components.td,{children:_jsx(_components.strong,{children:`Settings → Customer Notifs → SMS`})})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`6`}),_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`Ship one order.`}),` Pick a real order, create the shipment, print the label. Then track it to delivery and read the tracking page your customer sees.`]}),_jsx(_components.td,{children:_jsx(_components.strong,{children:`Shipments`})})]})]})]}),`\n`,_jsxs(Tip,{children:[_jsx(_components.p,{children:_jsx(_components.strong,{children:`Ship one order end to end before configuring anything else`})}),_jsx(_components.p,{children:`The temptation is to set up rules, notifications and branding first, then try it. Do the opposite: one order, all the way to delivered, with everything on defaults.`}),_jsx(_components.p,{children:`It takes twenty minutes and it surfaces the real problems — an address format the carrier rejects, a missing contact name, a product with no weight — while there is still only one order to fix rather than four hundred.`})]}),`\n`,_jsx(Heading,{level:`2`,id:`multi-location`,children:`Multi-location`}),`\n`,_jsx(_components.p,{children:`Everything above, plus the four decisions that only matter once there is more than one of something.`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Decision`}),_jsx(_components.th,{children:`Why now`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Hub codes`})}),_jsxs(_components.td,{children:[`Agree them with whoever owns your ERP or POS `,_jsx(_components.em,{children:`before`}),` creating hubs. 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See `,_jsx(_components.a,{href:`/integrations/erp-systems`,children:`ERP systems`}),`.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Which hubs ship what, where`})}),_jsxs(_components.td,{children:[`Serving radius and preparation SLA per hub, then `,_jsx(_components.a,{href:`/modules/omnichannel-oms/order-routing`,children:`order routing`}),` rules to choose between them.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Which carrier, when`})}),_jsxs(_components.td,{children:[_jsx(_components.a,{href:`/modules/shipping-management/shipping-automation`,children:`Shipping automation`}),` rules, weighing cost, coverage and speed — including your own drivers if you run them.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Who sees what`})}),_jsxs(_components.td,{children:[`Role templates before people, not after. 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Cache it; do not fetch one per request.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`2`}),_jsx(_components.td,{children:_jsx(_components.code,{children:`GET /rest/v2/healthCheck`})}),_jsx(_components.td,{children:`Confirmation that the token and the host are both right before you debug anything else.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`3`}),_jsx(_components.td,{children:_jsx(_components.code,{children:`POST /rest/v2/createOrder`})}),_jsx(_components.td,{children:`The order exists in OTO and is subject to routing. Supply your own order number or let OTO generate one.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`4`}),_jsx(_components.td,{children:_jsx(_components.code,{children:`POST /rest/v2/createShipment`})}),_jsx(_components.td,{children:`A carrier is booked and an AWB exists.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{\"data-numeric\":`true`,children:`5`}),_jsx(_components.td,{children:_jsx(_components.code,{children:`POST /rest/v2/webhook`})}),_jsx(_components.td,{children:`Registered once, not per order. Everything after this point is pushed to you.`})]})]})]}),`\n`,_jsxs(_components.p,{children:[`Get your `,_jsx(_components.code,{children:`refresh_token`}),` from `,_jsx(_components.strong,{children:`Settings → API Integrations → Connect`}),`, and build against `,_jsx(_components.code,{children:`https://staging-api.tryoto.com`}),` before production. 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Hours feed the delivery promise.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(`strong`,{children:`Send yourself every message`})}),_jsx(_components.td,{children:`Tracking, delivery, return — in every language you support, on a real handset.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(`strong`,{children:`Set the credit threshold`})}),_jsx(_components.td,{children:`High enough to leave time to notice and pay. Out of credit means shipments stop being created.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(`strong`,{children:`Turn on MFA`})}),_jsxs(_components.td,{children:[`Everyone, and administrators first. 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