Custom Fulfillment Services

Custom Fulfillment Service - Send Overview of New Orders

In this tutorial, I’ll show you how to create a custom fulfillment service in Shopify and automate daily order reports using DataChamp. This setup is perfect for sending new unfulfilled orders directly to external warehouses — like our example warehouse in Vienna.

If your Shopify store uses custom fulfillment locations ( Settings → Shipping and Delivery → Accounts and Integrations → Carrier Accounts and Fulfillment Services → Manage Integrations), you can use DataChamp to send details of your unfulfilled orders to third-party fulfillment services.

1. Create a new report

• Click on the "New Report" button and select "Orders".

2. Add a filter for "Line Items: Fulfillment Service Name"

• Enter the exact name of your custom fulfillment service (as listed in Shopify settings).
• If filtering multiple services, separate them with commas.

3. Add additional filters (recommended)

• Additional filters improve performance and prevent export limitations.
• We recommend using a simple filter: "Fulfillment Status: Unfulfilled" or "Partially Fulfilled".
• Other useful filters: "Financial Status: Paid" or "Created At: Last 1 Day"

4. Set Export Mode to "Incremental

• This ensures that each order is sent only once to your fulfillment service.

5. Add an email notification (optional)

• Under "Settings" on the right, enter an email address and customize the subject and message.
• We recommend sending test emails to yourself first.

6. Preview the Result

• Click on the "Preview Button" to check to result of the report.

6. Save and Run the report

• Click "Save & Run" in the upper right corner.

7. Start your report

• In the dashboard, click the "Play" icon to run your report.

8. Add a scheduler (optional)

• In the dashboard, click the scheduler icon to automate your exports.
• You can schedule your report to run hourly, daily, or at custom intervals.

Updated on: 03/06/2025