How customer and address matching works
LevelOps identifies customers and resolves shipping addresses automatically from every forwarded purchase order.
Customer identification
Section titled “Customer identification”The sender’s email address is looked up in your Shopify customer database. Name alone is never used for matching.
- Found: LevelOps resolves the Shopify B2B company via Shopify’s native company/customer hierarchy.
- Not found: draft order is created and tagged
LevelOps-Customer-Not-Found. Link the customer manually in Shopify.
Shipping address
Section titled “Shipping address”LevelOps checks if the shipping address in the PDF matches a known Shopify company location.
- Match: that Shopify location is used.
- No match: the address is scraped from the document.
Decorator, embroiderer, or end-user addresses not in Shopify are scraped automatically. This is expected behavior, not an error.
Override customer lookup manually
Section titled “Override customer lookup manually”If you are forwarding on behalf of a customer, or the sender email does not match Shopify records, add this line anywhere in the forwarded email body:
Shopify Customer: customer@example.comLevelOps uses that email to look up the customer instead of the sender address.
What gets resolved
Section titled “What gets resolved”| Field | Source |
|---|---|
| Customer | Sender email lookup in Shopify |
| Company | Shopify B2B company/customer hierarchy |
| Shipping address | Shopify company location, then PDF fallback |
| PO number | Document header or reference fields |
| Payment terms | Extracted from document if present |