PeopleVine

How do I generate a shipping export?

PeopleVine is already integrated with platforms like Ship Station to automatically sync your "ready to ship" orders with their system, but if you need to export into a custom format, follow these steps:

  1. Login to the PeopleVine Control Panel
  2. Go to the Company Menu (click on your company name)
  3. Click on Export Data to File under Export Data
  4. Under "or Build a Custom Report" select To Be Shipped and then Load Fields
  5. Select the fields you would like to include in your report.  This includes anything from the order, the shipping address and the shipment itself.
  6. If you're looking to filter out ONLY items to be shipped, set these filters:
    • set flag_pulled to Not 0
    • set flag_shipped to Match 0
    • set order_status to Match completed
    • set order_type to Match purchase
    • set shipping_courier to Match and enter the courier (UPS, USPS, FedEx, Uber RUSH, Local Pickup)
    • set shipping_method to LIKE and enter the shipping method (air, ground, priority, etc.)
  7. Click Generate Report and then Download Report to get your data
  8. You may want to save this for future use

Once you save this report, you can generate it any time you need to export your to be shipped orders.

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