Custom fulfillment services

Custom fulfillment services

How to set up custom fulfillment services

How to set up custom fulfillment services

Written By: Marvin Hödlmoser

Last Updated on September 3, 2023

Custom Fulfillment Services

Send orders by email to 3rd-party services that manage inventory and fulfill orders

If you have a Shopify setup with custom fulfillment locations (Settings/Shipping and delivery/Accounts and integrations/Carrier accounts and fulfillment services/Manage integrations) you can use DataChamp to send details of your unfilled orders to your 3rd party fulfillment services:

  1. Create a new report by using the "New Report Button" and choose "Orders".

  2. Add a filter "Line items: Fulfillment service name"

  3. Complete the filter settings for "Custom fulfillment service"

    Write the exact name as you named the "Custom fulfillment service" in the Shopify settings. If you want to filter more than one service, separate the different services by a comma.

  4. Add additional filters

    You must add another filters. This is important since the export else could get slow or you may run into line limits of your chosen plan.

    We recommend a simple additional filter for "Fulfillment Status: Unfulfilled or Partially fulfilled":

    Else you could also add filters for "Financial Status: paid" or "Created at: last 1 days"

  5. Export Mode: Incremental

    Change the Export Mode to "Incremental" each order is only send once to your 3rd party fulfillment service.

  6. Add email notification

    You will find this option on the right side under "Settings". Add any email address and provide a custom subject and message. To start with we recommend to send the emails first to yourself.

  7. Save the Report

    You can do this by clicking on "Save" in the top right corner.

  8. Start your report

    In the dashboard press the "play" icon to start your report. 1.

  9. Add a scheduler

    In the dashboard add a scheduler by clicking on the "scheduler" icon. You can run your report automatically each hour, each day or in other intervals.