Starter Guide: Account → Store → Go Live
A complete walkthrough from creating your account to connecting your first store and seeing live data — all in one guide.
Implementation Steps
Create Your Account
Go to the login page and click 'Sign Up'. Enter your email and a strong password. You'll receive a verification email — click the link to activate your account.
Complete Your Profile
After logging in, navigate to Settings → Profile. Add your name, avatar, and preferred timezone. This information appears across the platform.
Create Your Organization
The onboarding wizard will guide you to create your first organization. This is the billing, team, and store container — all stores, users, and invoices live here.
Add Your First Store (WooCommerce)
Click 'Add Store' and enter your WooCommerce store URL (e.g., https://yourshop.com). Choose OAuth (recommended) to authorize securely, or enter your Consumer Key and Consumer Secret manually from WooCommerce → Settings → REST API.
Add Your First Store (Shopify)
Alternatively, if you run a Shopify store: enter your *.myshopify.com URL and a Custom App Admin API access token (starts with 'shpat_'). You can generate this from your Shopify Admin → Settings → Apps → Develop apps.
Authorize & Sync
For WooCommerce OAuth, you'll be redirected to your store to approve the connection. Once authorized, the platform automatically syncs orders, products, customers, and coupons. Watch the live progress screen as data flows in.
Switch Between Stores
Use the site selector in the top header to switch context between your connected stores. All dashboards, analytics, and modules update instantly.
Explore the Dashboard
Use the sidebar to navigate: Analytics for traffic data, WooCommerce for orders & products, Engage for email marketing, Support for tickets & live chat. Press Ctrl+K to search any page.
You're Ready!
Your store is connected, data is syncing, and you have access to all platform modules. Explore the docs below for in-depth guides on every feature.
You are all set!
You have completed the setup for "Starter Guide: Account → Store → Go Live". Need assistance? Contact our 24/7 technical team.