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Quick overview of what you need to do from setup to go-live, with links to detailed guides for each step.

Prerequisites: Complete this checklist only after your Cahoot account login has been created and provided, and after you've watched the training videos in our Seller Training Center.
🔗 Step 1: Connect Approved Sales Channels & Create Products
Amazon or Shopify Sellers: Connect your store first for bulk product import - don't create products manually! 
Manual Order Import Only: If you're using manual order import and NOT connecting any sales channels, skip the "Connect Your Stores" section below and proceed directly to "Create Your Products."

Connect Your Stores (as approved in your agreement)

All Sales Channel Integrations:
Sales Channel Integrations

For Amazon or Shopify (Bulk Product Import Available)

  • Connect an Amazon Store
  • Connect a Shopify Store
  • Then contact Support to request product catalog import if you have many products. We typically recommend syncing with Amazon, but if Shopify has more complete product data or generates most of your volume, we can sync with Shopify instead. You can only sync products with one or the other, not both. 
IMPORTANT: Once your products are imported into Cahoot, complete the required fields in the Product Editor (Barcode, Item Dimensions, Weight, Suggested Packaging, etc.) for the products that are coming to Cahoot warehouses. These fields do not get automatically synced from Amazon or Shopify.
Product Editor Required Fields
Click to expand image
Note: If you're NOT using Amazon or Shopify, you'll need to create products manually.

Create Your Products

When Manual Product Creation is Required 
Creating Products

If Your SKUs Differ Across Channels:
Adding Alias SKUs

📦 Step 2: Create Inbound Shipments

Prepare your Inventory:
Preparing Inbound Inventory

Create your Inbound:
Creating Inbound Shipments

For Ocean Freight (Container) Shipments:
Preparing Ocean Freight (Container) Inbounds

All Inbound Resources:
Inbounds Section

✅ Step 3: Activate Inventory & Go Live

After Your Inbound is Received:

Important: Inventory will not be live immediately upon delivery. Allow 2-4 business days for warehouse processing, which includes sorting, organizing, and system updates. Special projects like custom barcoding or repackaging will require additional time before SKUs become fulfillment-ready.
  • Check "Your Partners with Inventory" page to confirm inventory is live and verify quantities are showing correctly in Cahoot
  • Request Cahoot to activate your sales channel connections - submitting the connect store form does not automatically make the connection live
  • Wait for confirmation that connections are turned on
  • If you have unshipped orders, provide the date from which Cahoot should import orders
  • After connection confirmation: manually update inventory levels in your connected sales channels
  • Turn on your listings in sales channels

Understanding How Inventory Sync Works:
Understanding Inventory Sync: How Cahoot Works with Sales Channels

🎯 Step 4: Daily Operations (REQUIRED READING)
REQUIRED: Read this article carefully before going live to understand your daily responsibilities.

Daily Order Management for Network Sellers:
Daily Order Management for Network Sellers

Key Daily Tasks:

  • Monitor sales channels twice daily for stuck orders
  • Handle "Invalid Address" orders requiring your attention
  • Check for integration errors and contact support if needed
🧪 Step 5: Live Testing (CRITICAL)
CRITICAL: Complete live testing before fully launching to ensure everything works correctly.
Important: Use your own address as the shipping address for test orders. Once the order is marked shipped in Cahoot, it will be sent to the address you used for the test order. You can use our manual order import or create the test orders directly in your sales channel (recommended). 

Test Each Connected Sales Channel:

  • Place test orders on each approved sales channel (Amazon, Shopify, etc.)
  • Verify orders are importing into Cahoot within 30-45 minutes
  • Confirm orders show correct status progression in Cahoot
  • Check that tracking information is sent back to the sales channel
  • Verify tracking appears correctly in the sales channel

What to Test:

  • Single item orders
  • Multi-item orders (if applicable)
  • Different SKUs across your product range
  • Orders from each connected sales channel

If Issues Are Found: Contact Cahoot Support immediately with details about:

  • Which sales channel the test order came from
  • Order number and details
  • What specifically isn't working (import, tracking, etc.)
  • Screenshots of any error messages
📋 Quick Reference & Support

Need Help?

  • Inbound Questions: Use Conversations panel on your inbound
  • General Support: Use the AI chat bot to find answers from our knowledge base or Create Support Ticket
  • Ocean Freight: inbounds@cahoot.ai
  • Onboarding Questions: Contact Cahoot Support through your Welcome to Cahoot! ticket. 
Remember: When in doubt, ask Support! The support team expects questions during onboarding.
Note: The fastest way to get support is using our AI chat widget in the help center.
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