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Process old Shopify orders and create documents automatically
Process old Shopify orders and create documents automatically

Create documents in Fakturownia based on old orders

Bence Badinszky avatar
Written by Bence Badinszky
Updated over 4 months ago

Basically there are two scenarios regarding old orders that you want to process.

Old orders are in Shopify

You have orders in you Shopify admin, but no invoice is created for them yet

  1. Find the correct trigger that will cause the creation process

    1. For example: if these old orders are all in "paid" status, "When order is paid" trigger is NOT a good choice to process these, because these orders are already over this trigger. You cannot set the orders to "paid", beacuse they are already "paid"

    2. Good choice: let's say, these order are "paid", but NOT "fulfilled" yet. So"When order is fullfilled" is the correct trigger for you.

    3. Go to you dashboard » Select "When order is fulfilled" » Click Save

    4. When you set an old order to "Fulfilled" » It will trigger your document creation and the invoice is generated and sent to customer automatically

Importing orders from file

You import (XLSX, CSV) file to Shopify, and want to create documents for the newly imported orders automatically

An imported order functions exactly like an order you manually create in the Shopify admin, your documents will be created based on your preset trigger configurations.

Our recommeded steps, before you import orders:

  1. Make sure, your integration is active (you entered your credentials successfully, and you see the green message on the dashboard)

  2. Configure the Triggers on the dashboard and Save your settings.

  3. Import 2-3 test orders, and check it everything works as you want. If you need help, contant us.

  4. After test, import all your old orders. Your documents will be created automatically. Congrats!

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