Getting Started with 3PL Pulse
Learn how to set up and configure 3PL Pulse for your Shopify store
Last updated: September 13, 2025
Welcome to 3PL Pulse! This guide will walk you through setting up your fulfillment performance tracking.
Prerequisites
Before you begin, make sure you have:
- A Shopify store with admin access
- CSV files from your 3PL provider with shipment data
- Order numbers that match between Shopify and your 3PL
Installation
Step 1: Install from Shopify App Store
- Navigate to the 3PL Pulse app page in the Shopify App Store
- Click “Add app” and follow the authorization flow
- Grant the necessary permissions for order and fulfillment data access
Step 2: Initial Data Sync
After installation, you’ll be directed to the Provider Dashboard:
- The app will automatically start syncing your Shopify orders
- Wait for the initial sync to complete (you’ll see a progress indicator)
- Once complete, you’re ready to import 3PL data
Importing Your Data
Step 1: Import Shopify Orders
- Click Import from Shopify in the navigation
- Choose your date range:
- Last 60 days - Recommended for initial setup
- Since last sync - For regular updates
- All time - For complete historical data
- Click Start Sync and wait for completion
Step 2: Import 3PL Shipment Data
- Click Import 3PL Data in the navigation
- Select or create a provider from the dropdown
- Upload your CSV file with these columns:
- Shopify Order Reference (required) - matches order numbers
- Processing Started (required) - when 3PL began processing
- Carrier Pickup (required) - when carrier picked up
- Delivered Date (optional) - when delivered to customer
- Tracking Number (optional) - carrier tracking number
- Carrier (optional) - shipping carrier name
- Map your CSV columns to match our fields
- Click Import to process the data
Understanding the Provider Dashboard
The main dashboard shows your fulfillment performance:
Key Metrics
- On-Time Fulfillment Rate: Percentage of orders fulfilled within SLA
- Average Fulfillment Time: Time from order to shipment
- Orders Tracked: Total orders with tracking data
- SLA Performance: Daily/weekly/monthly trends
Time Periods
Switch between different views:
- 7 Days: Recent performance
- 14 Days: Two-week trends
- 30 Days: Monthly overview
- 90 Days: Quarterly analysis
Provider Management
- Add multiple 3PL providers
- Compare performance between providers
- Track provider-specific SLAs
CSV File Format
Required Fields
- Shopify Order Reference: Must match Shopify order numbers (e.g., #1001, 1001, or WEB-1001)
- Processing Started: When your 3PL began processing the order
- Carrier Pickup: When the carrier picked up the package
Optional Fields
- Delivered Date: When delivered to customer
- Tracking Number: Carrier tracking number
- Carrier: Shipping carrier name (UPS, FedEx, etc.)
- Shipping Method: Service level (2-Day, Ground, etc.)
- Order Status: Current order status
- Warehouse: Fulfillment location
Sample CSV Format
Shopify Order Reference,Processing Started,Carrier Pickup,Delivered Date,Tracking Number,Carrier
#1001,2025-09-10 08:00,2025-09-10 16:00,2025-09-12,1Z999AA10123456784,UPS
#1002,2025-09-10 09:00,2025-09-11 14:00,2025-09-13,9400100000000000000000,USPS
Best Practices
- Regular Syncs: Import data weekly for accurate tracking
- Consistent Formats: Ensure order numbers match exactly
- Complete Data: Include all shipment fields for full visibility
- Multiple Providers: Set up separate providers for each 3PL
Next Steps
Now that you’ve completed the initial setup:
- Learn about bulk operations
- Troubleshoot sync issues
- Set up regular data import schedules
Need Help?
See our troubleshooting guide for common issues.
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