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Quickstart

This walkthrough takes you from nothing to a working workflow. It assumes you have an OrchaSync account.

info

Screenshots and exact button labels are being added. The steps and order below reflect the flow; tell us if anything differs in your account and we'll tighten the wording.

1. Create a workspace​

From your dashboard, create a workspace to hold your work. A workspace is just a container — name it after the brand, store, or environment you're integrating.

2. Connect a platform​

Open Connections and add a connection for the platform you want to integrate (for example, NetSuite or WooCommerce). You'll provide that platform's credentials once; OrchaSync stores them securely and reuses them.

→ See Connections for each platform's setup.

3. Create a workflow​

Inside your workspace, create a workflow. This opens the visual builder — a canvas with a palette of nodes on the side.

4. Build the flow​

Drag nodes onto the canvas and connect them. A minimal workflow looks like this:

[ Start ] → [ Mapping ] → [ Connection ] → [ End ]
  • Start — where the run begins.
  • Mapping — reshape the incoming data for the target system.
  • Connection — send it to the external platform.
  • End — mark the run complete.

Click any node to open its settings and fill in its parameters.

5. Test it​

Use Test Run to execute the workflow with sample data. Watch each node light up as it runs — 🔵 running, 🟢 success, 🔴 error — and click a node to inspect what went in and out.

→ Details in Running & monitoring.

6. Save a version​

When you're happy, save the workflow. Each save creates a new version, so you can always go back.

Next steps​