In this article, you will learn how you can enable integrations for clients and how they can connect third-party platforms to send orders directly into the Onfleet Client Portal.
This feature allows your clients to automatically create orders from third-party integrations, eliminating manual order entry.
This article will cover:
- Enabling Integrations for Clients
- How Integration Orders are Created
- Service Selection and Quoting
- Draft Orders
Enabling Integrations for Clients
Couriers control whether their clients can use integrations.
To enable integrations for a client:
- Open the "Clients" page.
- Navigate to the client organization.
- Enable order creation from "Integration Settings".
If the client uses Rates and Services, you must also configure a default service selection rule:
- Fastest: Automatically selects the service with the earliest completion window.
- Cheapest: Automatically selects the lowest-cost service that meets the delivery window.
How Integration Orders Are Created
When an event happens in an external system, the integration automatically creates an order in the Client Portal.
Supported task structures:
- Integration creates pickup and drop-off tasks
- Integration creates Dropoff-only tasks
- An order is created using the client’s default pickup address.
Order timing:
- "Ready By" and "Due By" times are derived from the dropoff task.
Service Selection and Quoting
If the client organization has "Rates and Services" configured:
- The system automatically assigns a service based on the courier’s default rule (Fastest or Cheapest).
If Rates and Services are not configured:
- No service selection is required.
Draft Orders
If an integration-created order cannot be quoted, it is created in a "Draft" state.
Common reasons for a Draft order:
- Missing weight.
- Missing pieces.
- Invalid or unsupported service.
Draft orders:
- Are visible to both clients and couriers.
- Can be edited to add missing information.
- Must be manually finalized before placement.
Draft orders apply only to clients using Rates and Services.