How to Upload Sales Orders Into Shopify

Creating B2B Orders from your wholesale customers.

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PDFDataNet to Shopify Benefits

A great benefit of the Shopify and Shopify Plus platforms is that your customers do the order entry work for you, but if you have B2B or wholesale customers that send you customer orders as email attachments PDFDataNet will save you time and automatically upload PDF sales orders into Shopify giving you and your colleagues more time to focus on your business and not keying data.

The vast majority of emailed customer orders will be as PDF files but PDFDataNet can also process Excel, CSV and EDI files. If you receive orders in a different format then contact us and we will see if we can find a solution.

“Before working with PDFDataNet, the manual process of entering purchase orders from wholesale customers was time-consuming and prone to errors. With PDFDataNet, we have been able to streamline and automate the process. The automatic conversion of PDF purchase orders into Shopify has not only saved us time, but it has also increased the accuracy of our wholesale order process.”

RJ Hinken, Titan Wheel Accessories
Shopify

Options To Upload Customer Orders Into Shopify

Option 1 – Just email it to PDFDataNet:

Email the new order to yourcompanyname@pdfdatanet.com or create an email forwarder to do the job for you.
PDFDataNet will then extract all of the required data from within the PDF, connect to your Shopify store and use the Shopify API to upload the data and create an order.
PDFDataNet will send you an email confirming the result of the Shopify order upload.
No printing, no typing, no errors.

Option 2 – Just click it in:

Right-click a PDF and select the “Upload to My Shopify Store” option.
The PDF will be uploaded to the PDFDataNet server and the required data will be extracted from within the PDF. The system will then connect to your Shopify store and use the Shopify API to upload the data and create an order.
PDFDataNet will send you an email confirming the result of the Shopify order upload.
No printing, no typing, no errors.

Uploading PDFs Into Sales Order Systems

The video below shows one option of how your PDF sales orders can be uploaded into Dynamics, SAP, SAGE, Shopify, Oracle, Unit4, WooCommerce and more. Other options include PDFDataNet running as a Windows service by monitoring a watch folder or simply dragging the PDF into the PDFDataNet program.