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How do I automate shipping confirmations in Shopify? (Or Klaviyo?)

  • 4 February 2025
  • 1 reply
  • 4 views

I’m working on connecting one of my Shopify shops to an outside fulfillment partner via Zapier. There are two parts: us sending them orders, and them sending us shipping confirmations.

The first part is easy, and doesn’t involve Zapier: I use DataChamp to schedule a daily export of relevant orders and send it to the partner’s FTP site.

The second part is very Zapier: Using EasyFTP, I monitor one folder on their site for new files—the shipping confirmation CSV, which triggers the Zap. Then I run the CSV through formatter to extract line items, and create a loop to process each line item in turn. This is where I’m not quite sure what to do!

The CSV contains, among other things, the original order number, the ship date, the carrier, and the tracking number. Should I be pushing this back into Shopify? If so, there are not automatic, obvious fields for 3 of those 4 data points. (Should those go into “Additional Details” in the Zap configuration?) Or should it all go into Klaviyo to trigger a shipping notice? It’s a little hazy here, and I could use some direction!

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1 reply

SamB
Community Manager
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  • Community Manager
  • 7242 replies
  • February 5, 2025

Hi ​@Matt Gross 👋

It sounds like you might want to try Shopify’s Create Fulfillment action to add the tracking details:

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That would add the tracking info to the order on Shopify. It has an option on that action to set it to notify the customer (via Shopify), but if you’re using Klaviyo for shipping emails, it looks like Shopify can sync fulfillment status updates with Klaviyo automatically, so if you use the Create Fulfillment action and set it to not notify the customer then Klaviyo should take care of the email notifications. 

Hope that helps. If you run into any trouble on that or have any questions just let us know! 🙂