Onboarding

Before you can send Instacart your catalog data, you need to complete the following onboarding tasks:

• Create an account
• Set up your retailer profile
• Add store locations
• Select a pricing policy
• Add store hours

Create an account

1. Provide your Instacart representative with an email address to be used as the administrator account. You use this administrator account to complete the onboarding tasks.

   Instacart creates an administrator account with the email address. You should receive an email from partnership.support@instacart.com with the subject [Instacart Retailer Platform] Get started with Instacart Platform Portal.

2. In the email, click Get Started.

   You are redirected to the Instacart Platform Portal account creation page.

3. Complete the sign up form and then click Create account.

   The Get Started page opens with some information about what to expect in your next steps.

4. Review the information on the page and then click Get Started.

   The Set up your retailer profile page opens.

Set up your retailer profile

1. Complete the retailer profile form.

   • Retailer name. The name that displays on Instacart Marketplace.
   • Are you selling alcohol on Instacart. Whether you intend to sell alcohol. An Instacart representative needs to verify if you can sell alcohol in the states where you operate.
   • Logo. The logo that displays on Instacart Marketplace. For more information, see Logo requirements.

2. Click Continue.

   The Add store locations page opens.

Add store locations

1. Complete the store location form.

   • Store ID. The unique ID for this store.

     Record the store IDs. You need to specify the IDs in the location_code column in catalog inventory files or in the store_identifier field in Item API calls.

   • Store name. An internal name for the store.

   • Address. The store address.

   • City. The city.

   • State. The state.

   • Postal code. The postal code.

2. Click Save location.

3. (Optional) To configure additional stores, click Add another store. You can add up to five stores during this onboarding process. You can add more stores later.

4. Click Submit for review.

   A Congrats page opens to confirm that you’ve completed the initial setup.

   Instacart reviews your submission, which can take around two business days. When approved, you receive an email. While you are waiting for Instacart to approve your submission, select a pricing policy.

Select a pricing policy

1. On the Congrats page, click View launch checklist.

   tip

   If you closed your browser, open Instacart Platform Portal and click Launch Checklist from the menu.

2. Click Complete Retailer Profile.

3. In the Please select a pricing policy option, click Update Profile.

4. Select your pricing policy.

   • Everyday Store Prices. No markup is applied. Regular price items are the same as in-store prices.
   • Higher than in-store. A standard markup is applied to all items. For more information about the markup amount, contact your Instacart representative.
   • Other. A markup is applied to select items. You specify the markup prices in your inventory files.

   The following image shows where the pricing policy appears on Instacart Marketplace:

5. Click Save.

   You have completed your retailer profile. You are now waiting for an approval email from Instacart to complete the rest of the onboarding process.

   When approved, you should receive an email from noreply@instacart.com with the subject Instacart Onboarding | All attributes approved. When you get the email, continue to Add store hours.

Add store hours

1. In the approval email, click launch checklist.

   

   Alternatively, you can open Instacart Platform Portal and click Launch Checklist from the menu.

2. Add store hours to the approved store locations.

   1. On the Launch Checklist page, click Complete store setup.
   2. On the store's row, click Add hours.
   3. Click Edit Store Hours.
   4. Select Regular hours and then enter the store hours.
   5. Click Review Changes and then resolve any conflicts.
   6. Click Submit Changes.
   7. Repeat steps a-f for all your stores.

3. (Optional) Add more store locations.

   1. Go back to the Complete store setup page.
   2. Click Request New Store.
   3. Fill in the store details and then click Submit for review.

4. After your new store locations are approved, repeat step 2 to add store hours.

Now that you finished onboarding, you can start sending Instacart your catalog data. For more information, see Prepare to launch.