Please note that this tool is mainly for logistic purposes and cannot accommodate colossal export data.
The 3PL Exporter Plug-in allows you to filter and export your sales-related data across all channels and send them directly to your 3rd Party Logistics company for order fulfillment. We have provided this as a simple way to use QuickBooks Commerce in conjunction with systems that we don’t officially have integrations with. We provide templates for a variety of companies.
- Banyan
- Cargoline
- ConnectIT
- Tiger 3PL
- Check out https://exporter.tradegecko.com/ to see the rest!
If you handle a large volume of data, it is best to split them up into smaller groups/ranges. We suggest limiting your .CSV exports to a month-on-month or max 2-month date ranges for a smoother experience.
Setting up the 3PL Exporter plug-in
Go to 'Apps' in QuickBooks Commerce and click on the 3PL Exporter Plug-in icon.
Click to install.
There are four types of documents you can export:
• Sales Orders
• Sales Invoice
• Purchase Orders
• Fulfillments
Sales Orders
You can select several templates from - Basic, Basic (TSV), Banyan, Cargoline, ConnectIT, Svea Finans 3PL, Tiger 3L, and Belle for sales orders. Each template will have varying details of the information. Select the one which is most suitable for your business. Most likely, you have used this template before. Otherwise, the Basic template will provide you with all the essential information.
Next, input your notification email. This is the email that the exported document will be sent if the file is too large.
You can filter the data by Last Updated, Issue Date, or Shipment Date. This will help to sort the information when exported.
Input your desired start date and end date. Do note that we do not allow export by time.
There are various statuses available, as shown in the table below. By default, the selected options are Finalized and Fulfilled. Depending on your needs, you can select more or deselect the statuses.
| Status | Meaning |
| Draft | Sales Order is saved as a quote and not created yet, and is not paid. |
| Active | Sales Order is created but not finalized and is not paid. |
| Finalized | Sales Order is finalized but not fulfilled, may or may not be paid. |
| Fulfilled | Sales Order is shipped, may or may not be paid. |
| Paid | Sales Order is not paid. It can be in the draft, active, finalized, or fulfilled stages in QuickBooks Commerce. |
| Unpaid | Sales Order is not paid. It can be in the draft, active, finalized, or fulfilled stages in QuickBooks Commerce. |
For sales orders, there are advanced filters - stock locations and shipping addresses. These two fields allow you to filter the data further to export the most relevant data according to your needs. You can leave it blank for them if you wish to export for all stock locations and shipping address countries.
Sales invoices
You can select many templates from - Basic, Banyan, Cargoline, Quickbooks Import, and Belle for sales invoices. Each template will have varying details of the information. Select the one which is most suitable for your business. Most likely, you have used this template before. Otherwise, the Basic template will provide you with all the essential information.
Next, input your notification email. This is the email that the exported document will be sent if the file is too large.
You can filter the data by Last Updated or Issue Date. This will help to sort the information when exported.
Input your desired start date and end date. Do note that we do not allow export by time.
There are various statuses available, as shown in the table below. Depending on your needs, you can select one or more statuses.
| Status | Meaning |
| Active | All invoices in QuickBooks Commerce. |
| Paid | Paid invoices in QuickBooks Commerce |
| Unpaid | Unpaid invoices in QuickBooks Commerce |
Purchase Orders
For purchase orders, there is only one template - Basic. It will provide you with all the essential information on your purchase orders.
Next, input your notification email. This is the email that the exported document will be sent if the file is too large.
You can filter the data by Last Updated or Due Date. This will help to sort the information when exported.
Input your desired start date and end date. Do note that we do not allow export by time.
There are various statuses available, as shown in the table below. Depending on your needs, you can select one or more statuses.
| Status | Meaning |
| Draft | Purchase Order is saved as a 'Draft', not created yet. |
| Active | Purchase Order is created, but the stock is not received yet. |
| Unpaid | Purchase Order is created, and the stock is received. |
Fulfillments
For fulfillment, there is are two templates you can select from - Basic and 3PL Central. Each template will have varying details of the information. Select the one which is most suitable for your business. Most likely, you have used this template before. Otherwise, the Basic template will provide you with all the essential information.
Next, input your notification email. This is the email that the exported document will be sent if the file is too large.
You can filter the data by Last Updated or Packed at. This will help to sort the information when exported.
Input your desired start date and end date. Do note that we do not allow export by time.
There are two statuses available, as shown in the table below. By default, the option is 'Fulfilled'. Depending on your needs, you can select more or deselect the default status.
| Status | Meaning |
| Packed | Fulfillment is packed but not shipped. |
| Fulfilled | Fulfillment is packed and shipped. |
For fulfillment, there are advanced filters - stock locations and shipping address. These two fields allow you to filter the data further to export the most relevant data according to your needs. You can leave it blank for them if you wish to export for all stock locations and shipping address countries.