Streamlining Order Import from Shopify to We Supply with Notes

1. Overview

WeSupply allows merchants to import order notes from Shopify directly into their WeSupply account. This ensures important details—such as special delivery instructions, gift messages, or customer requests—are transferred seamlessly during the order import process. By keeping these notes visible in WeSupply, merchants can better manage orders and provide customers with an improved experience.

2. Pre-requisites

Before enabling order notes import, make sure you have:

• A connected Shopify store integrated with WeSupply.
• Admin access to your WeSupply account.

3. Step-by-Step Instructions

Step 1: Access Shopify Admin Dashboard

• Begin by logging into your Shopify admin dashboard.

Step 2: Navigate to Orders

• In the dashboard, locate and click on the "Orders" tab. This will display a list of all orders received through your Shopify store.

Step 3: Select Order and Add Note

• Identify the specific order you want to import into We Supply. Once selected, click on the order to view its details. Within the order details, look for the option to add a note.
  

   

Step 4: Save Changes and Update Order

• After adding the note, save the changes to the order. This will update the order information within your Shopify dashboard.
• By adding a note to the order, you're effectively signaling to your system that the order requires special attention or processing. WeSupply is configured to recognize and respond to these notes, automatically triggering the import process for the specified order.

Step 5: Monitor We Supply Dashboard

• Once the order is updated with the note, keep an eye on your WeSupply dashboard. You should notice the order being imported into the system shortly after the note is added, streamlining the fulfillment process.

4. Examples / Best Practices

• Gift orders: Use notes to capture gift messages or special packaging requests.
• Delivery instructions: Ensure shipping carriers or fulfillment teams have access to custom delivery directions.
• Internal workflows: Notes can include warehouse instructions or internal flags for special handling.
• Testing before rollout: Place a test order in Shopify with a note (e.g., “Leave at front desk”) and confirm it syncs to WeSupply before relying on this feature at scale.

5. Troubleshooting / FAQ

Q: Why aren’t my Shopify order notes showing in WeSupply?
A: Double-check that the Import Order Notes toggle is enabled in WeSupply’s Shopify integration settings and that notes were added in Shopify during checkout.

Q: Can I import historical order notes?
A: Yes. You can re-sync historical orders from Shopify to bring in past notes.

Q: Are notes visible to customers?
A: No. Imported notes are for merchant visibility only within WeSupply; customers will not see them on the tracking or return pages.

Q: Do updates to Shopify order notes sync automatically?
A: Yes. If a note is updated in Shopify after the order is placed, it will sync into WeSupply during the next data refresh.