> ## Documentation Index > Fetch the complete documentation index at: https://developers.perform.ai/llms.txt > Use this file to discover all available pages before exploring further. # Quickstart Guide > First steps in the Perform.AI portal for a new account: sign in, add users, configure carriers, connect shipment data, switch on tracking and notifications. **Available to all Perform.AI customers.** Several steps need the Administrator role. This guide takes a new account from first sign-in to the first shipments, tracking page and notifications. Each step links to the page that covers it in depth. ## 1. Sign in Open the portal sign-in page. It shows a **Password** tab and, if your organization has single sign-on configured, an **SSO** tab that sends you to your company’s identity provider. Which tabs you see depends on how your organization is set up. See [User Management](https://developers.perform.ai/products/user-management.md) for the sign-in rules. ## 2. Add your team Only Administrators can manage users. 1. Go to **Settings** > **Users**. 2. Select **Add user**, enter the person’s email address and select **Continue**. 3. Choose a role for the user and select **Add**. Roles decide what each user can see and do. See [User Management](https://developers.perform.ai/products/user-management.md). ## 3. Configure your carriers Carriers must be configured before you upload shipments, so that Perform.AI can assign each shipment to its carrier straight away. 1. Go to **Settings** > **Carriers** and select **Add Carrier**. 2. Select the **Carrier Name** and enter a **Carrier Reference**. The reference is a unique ID for that carrier in your account; it cannot be reused for another carrier, and one carrier can have several references. 3. The new reference appears in the list with the status **Active**. Use it as the `carrier_reference` whenever you create shipments. Shipments created without a carrier reference make Perform.AI identify the carrier from the tracking number, which takes longer. See [Carrier Integration](https://developers.perform.ai/products/platform/carrier-integration.md). ## 4. Connect your shipment data Choose the method that fits your systems. All of them end up in the same Shipment Overview. ### Through the API 1. Go to **Integrations** > **API** and select **Configure**. Select **Request Credentials** if your account has none yet. The credentials are a Client ID and a Client Secret. 2. Generate a bearer access token with them. Tokens are valid for one hour; several can be in use at once. See [Authentication](https://developers.perform.ai/authentication.md). 3. Create your first shipment. See [Create a shipment](https://developers.perform.ai/guides/create-shipment.md). ### By file upload 1. Go to **Shipment Overview** and select **Add Parcels**. 2. Choose **File Upload**, download the template with **Create Shipment Template**, fill one row per shipment with at least `shipment[shipment_id]` and `shipment[tracking_number]`, and upload the CSV. For single parcels or a list of tracking numbers, use **Create Single Parcel** or **Create Multiple Parcels** in the same dialog. See [File Upload](https://developers.perform.ai/products/integrations/file-upload.md). ### From Shopify 1. Go to **Integrations** and select **Add Store** on the Shopify tile. 2. Enter your store URL, create the Shopify app, paste its Client ID and Secret as the API Key and API Secret Key, save and activate. See [Shopify](https://developers.perform.ai/products/integrations/shopify.md). ### Other methods SFTP file drops, incoming webhooks and connections to your own or your carrier’s API are set up with your account team. See [Data Integration](https://developers.perform.ai/products/platform/data-integration.md). ## 5. Check your shipments Go to **Shipment Overview**. Use **Filters** to narrow the list, **Edit columns** to choose the data you see (up to 20 columns), **Save as bookmark** to keep a view, and **Export** to receive a CSV by email. See [Shipment Overview](https://developers.perform.ai/products/post-purchase/shipment-overview.md). ## 6. Set up a Tracking Page A Tracking Page is the branded page where your shoppers follow a shipment, and the design your notifications adopt. Create one, then link your shipments to it: on the Shopify integration, through the shipment’s `tracking_page_reference`, or by selecting it in the store details. See [Tracking Page](https://developers.perform.ai/products/post-purchase/tracking-page.md). ## 7. Switch on notifications 1. Go to **Post-Purchase** > **Notifications** and select **Add Notification**. 2. Choose the channel: email, SMS, webhook or Klaviyo. 3. Enter a name (up to 32 characters), pick a trigger, add any carrier, Tracking Page or tag filters, and select **Save**, then **Activate**. For webhooks, configure the endpoint under **Integrations** > **Webhooks** first. See [Delivery Notifications](https://developers.perform.ai/products/post-purchase/delivery-notifications.md), [Webhooks](https://developers.perform.ai/products/integrations/webhooks.md) and [Klaviyo](https://developers.perform.ai/products/integrations/klaviyo.md). ## 8. Ask your AI assistant Connect the assistant your team already uses to Perform.AI through MCP and ask about your shipments in plain language. See [MCP installation](https://developers.perform.ai/mcp/installation.md). ## Next steps * [Welcome to Perform.AI](https://developers.perform.ai/products/welcome.md) for how the modules fit together. * [Integrations overview](https://developers.perform.ai/products/integrations/overview.md) for every way data moves in and out. * [Developers introduction](https://developers.perform.ai/introduction.md) when you are ready to build. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.