Mark as paid orders from the excel sheet

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1

Hi all,

I have a lot of COD orders and when I get a report what orders have been paid I need to manually mark as paid orders in my Shopify store.

How can I create a flow which would automatically mark as paid the orders from that excel sheet report?

If you have any ideas, please let me know.

Thank,
Povilas

3

Hi @Povilas,

I think I have an idea of what this flow would look like:

Screen Shot 2020-10-14 at 4.33.05 PM
Screen Shot 2020-10-14 at 4.33.05 PM1494×938 297 KB


  • First, you’ll want to use the import step Use Excel file to upload the file with order payment information.

  • Then you’ll want to use the import step Pull from Shopify to pull in your orders. Depending on what product information is in your excel file (line items versus orders), you’ll want to specify this in the Pull from Shopify step.
    Screen Shot 2020-10-14 at 4.48.55 PM Screen Shot 2020-10-14 at 4.49.02 PM

  • After these imports, you’ll use the step Combine tables to join the two datasets based on a column that exists in both datasets.

The last part of the flow will require a bit more work. You’ll end the flow with the step Send to an API. Follow the steps 1-3 seen here to get the credentials set up:

Once you have your URL from the credentials page, modify it to end in /admin/api/2020-10/orders/{Id}/transactions.json. If you originally pulled in your Shopify orders with line items detail, then change {Id} to {Order: Id}.

In the Body section of this Send to an API step, put this:

{
  "transaction": {
    "currency": "USD",
    "amount": "{your amount column here}",
    "kind": "sale",
  }
}

In the above example, the currency is set to USD, so adjust as needed. The amount field needs to reference a column, so replace what is inside the curly braces with the name of your column. The kind section is set to sale since it seemed most applicable to your use case. You can see other kind options in the transaction properties table here: Transaction