Install and setup

No coding required. Under 5 minutes from install to your first automated draft order.

1. Install from the Shopify App Store

Search “LevelOps PDF to Order” in the Shopify App Store, click Install, and confirm permissions. The app is embedded directly in your Shopify admin. No external logins.

2. Find your dedicated forwarding address

Go to Shopify Admin > Apps > LevelOps PDF to Order. Your unique forwarding address is on the welcome screen with a Copy button.

your-store@levelops.co

3. Forward your first purchase order

Forward any customer PO to your LevelOps address. PDF (typed or handwritten), Word (.doc/.docx), Excel, CSV, TXT, HTML, or order details in the email body all work. No templates, no field mapping.

4. Review your draft order in Shopify

Within 1-5 minutes the draft order appears in Shopify Admin > Orders > Drafts. You also get a confirmation email with a direct link. Review products, quantities, customer, and address before sending.

Pricing always comes from Shopify, never from the PDF. This includes Shopify Plus B2B price lists.

5. Set up auto-forwarding (recommended)

Create a filter rule so all inbound PO emails route automatically to your LevelOps address. Fully hands-free after setup.

Email provider	How to set up
Gmail	Settings > All settings > Filters > Create filter > Forward to LevelOps
Outlook	Settings > Mail > Rules > Create rule > Forward to LevelOps
Gorgias	Create forwarding rule targeting inbound order emails > LevelOps address

See How to forward emails for detailed instructions.

Order tags and email alerts

Every draft order is tagged so you know its status at a glance:

Tag	Meaning
`LevelOps-Order-Successfully-Created`	All products matched. Draft order ready to review and send.
`LevelOps-Some-Items-Not-Found`	Draft order created. Flagging email lists unmatched line items for manual review.
`LevelOps-Customer-Not-Found`	Couldn’t resolve the customer. Link manually or use `Shopify Customer:` override.