Remote Fulfillment
Order Automator can act as a portal for your staff, suppliers, partners, and collaborators to fulfill orders remotely without logging into your Shopify store.
How it works
Go to Integrations > Remote Fulfillment in the app to enable and see setup instructions.
- After you enable it, you can add the {tracking_link} variable inside your notification template that triggers on a rule.
- That link includes a codified key that allows anyone with access to the link to update the tracking of the order that triggered the link, using the Update Tracking Portal
- When the tracking information gets submitted, the Shopify order item(s) gets marked fulfilled, triggering your fulfillment notification to the customer that includes tracking information
Bulk fulfill + add tracking
In the Remote Fulfillment feature page:
- Download the CSV template
- Open the file in Excel, Numbers, or Google Sheets
- Fill in one row per order you want to fulfill
- Save the file (see Saving the file safely below)
- Back in the app, upload the file then process
CSV columns
| Column | Required | Notes |
|---|---|---|
|
Order Number
|
Yes
|
Match the Shopify order name, ex:
#1001
|
|
Tracking Number
|
Yes
|
The carrier's tracking number
|
|
Vendor
|
No
|
If filled, only items from this vendor will be fulfilled. Must match the product's Vendor in Shopify exactly
|
|
SKUs
|
No
|
Comma-separated list of SKUs to fulfill on the order. Leave blank to fulfill all matching items.
|
|
Shipping Carrier
|
No
|
Carrier name, ex:
UPS , USPS , FedEx
|
|
Tracking URL
|
No
|
Custom tracking URL if your carrier isn't auto-detected.
|
Saving the file safely
Spreadsheet apps can sometimes drop empty trailing columns when saving as CSV, which can cause the optional filters (Vendor, SKUs) to be ignored. To avoid this:
- In Excel: choose CSV (Comma delimited) (.csv)
- Avoid "CSV UTF-8", "CSV (Macintosh)", and "CSV (MS-DOS)"
- In Numbers (Mac): use File → Export To → CSV…
- Do not select the checkbox "Include table names"
- In Google Sheets: use File → Download → Comma-separated values (.csv)
Verify your file before uploading
This is optional, but a good idea the first time you save a CSV, just to make sure the formatting is good.
The quickest way to catch a bad save:
- Right-click the saved
.csvfile and open it in a simple text editor (ex: Sublime Text, TextEdit, or NotePad) - Each row should look like this, with all commas present (even when optional fields are blank):
#1001,1Z9999W99999999999,Vendor Name,,,