Exports: How do I export information to upload into Pick & Pack Logistics?
If you are using Pick & Pack Logistics to fulfill your rewards, the following steps will help you export backer information from BackerKit to upload into their software.
- In BackerKit go to Fulfillment, you will need to be on the “Manual Export” method
- You can switch between fulfillment methods by clicking the drop down “Switch Fulfillment Method” in the upper right corner
- Click on the “1. Export tab”, here you can decide if you want to export all the ready to fulfill backers or a segment of backers
- Download the SKU per Column, this file must be modified to comply with the Pick & Pack Logistics template, found here
- Remove the following columns
- Service Guid
- Platform
- Reward Id
- Name
- Pledged Amount
- Pledge Status
- Notes
- Public Notes
- Pledged At
- Survey Answered At
- Full Address
- Full Country
- Reward Price
- Reward Description
- Order Placed
- Order ID
- Order Status
- Order Charged
- Charge Token
- Funds Added in BackerKit
- Add-on Shipping Subtotal
- Pledge Level Shipping Subtotal
- Total Spent
- Add a column to the left of the first SKU, it will be column K
- The header will be “SKU:”
- Move the following columns
- Address Phone to column C
- Address Postal Code to column I
- Remove the following columns
Once the file is prepared, you can send it to your contact at Pick & Pack Logistics or reach out through their online form: https://www.pnplogistics.ca/contact-us-business/
When the orders have been fulfilled, you can upload the tracking number into BackerKit to assign the tracking number to the backer and mark them as fulfilled.